AWG
FMHI icon

Altus Wealth Group’s First Trust Municipal High Income ETF FMHI Stock Holding History

Altus Wealth Group’s Portfolio FMHI Stock Details FMHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$361K Buy
7,590
+106
+1% +$5.1K 0.15% 96
2025
Q4 		$359K Buy
7,484
+320
+4% +$15.3K 0.14% 96
2025
Q3 		$340K Buy
7,164
+458
+7% +$21.4K 0.14% 100
2025
Q2 		$313K Sell
6,706
-1
-0% -$47 0.14% 100
2025
Q1 		$321K Buy
6,707
+559
+9% +$27K 0.15% 102
2024
Q4 		$297K Buy
+6,148
New +$300K 0.13% 113
2024
Q1 		– Sell
-5,098
Closed -$243K – 146
2023
Q4 		$243K Sell
5,098
-187
-4% -$8.55K 0.13% 120
2023
Q3 		$238K Buy
5,285
+146
+3% +$6.8K 0.15% 113
2023
Q2 		$242K Buy
5,139
+40
+0.8% +$1.88K 0.15% 120
2023
Q1 		$239K Buy
+5,099
New +$240K 0.16% 115

Other funds holding FMHI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $45.5B AUM 21.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MAS
Meeder Advisory Services Dublin, Ohio $2.39B AUM 23.78% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SW
SlateStone Wealth Jupiter, Florida $1.21B AUM 21.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return