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Atlas Private Wealth Advisors’s First Trust Municipal High Income ETF FMHI Stock Holding History

Atlas Private Wealth Advisors’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 		$2.94M Sell
61,920
-1,791
-3% -$86.2K 0.69% 29
2025
Q4 		$3.05M Buy
63,711
+564
+0.9% +$27K 0.71% 31
2025
Q3 		$3M Sell
63,147
-73,868
-54% -$3.45M 0.73% 31
2025
Q2 		$6.4M Sell
137,015
-9,050
-6% -$423K 0.82% 30
2025
Q1 		$6.98M Sell
146,065
-23,889
-14% -$1.16M 0.97% 26
2024
Q4 		$8.21M Buy
169,954
+10,463
+7% +$511K 1.16% 20
2024
Q3 		$7.88M Sell
159,491
-1,211
-0.8% -$59.3K 1.14% 20
2024
Q2 		$7.77M Buy
160,702
+77,560
+93% +$3.72M 1.26% 17
2024
Q1 		$4.01M Sell
83,142
-81,554
-50% -$3.9M 1.34% 17
2023
Q4 		$7.85M Sell
164,696
-3,517
-2% -$161K 1.46% 14
2023
Q3 		$7.58M Buy
168,213
+46,893
+39% +$2.18M 1.43% 13
2023
Q2 		$5.71M Buy
121,320
+64,671
+114% +$3.03M 1.16% 15
2023
Q1 		$2.66M Buy
56,649
+12,591
+29% +$592K 1.23% 13
2022
Q4 		$2.04M Sell
44,058
-8,145
-16% -$374K 1.09% 15
2022
Q3 		$2.37M Buy
52,203
+1,779
+4% +$85.4K 1.42% 14
2022
Q2 		$2.4M Buy
50,424
+9,581
+23% +$466K 1.44% 15
2022
Q1 		$2.09M Buy
40,843
+10,174
+33% +$547K 0.93% 23
2021
Q4 		$1.72M Buy
30,669
+23,317
+317% +$1.3M 0.8% 36
2021
Q3 		$410K Buy
+7,352
New +$416K 0.21% 95

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 $59.8B AUM 29.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B 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 $235B 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 $1.31B AUM 26.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Atlas Private Wealth Advisors's FMHI Position: Q1 2026 in Review

Atlas Private Wealth Advisors reduced its First Trust Municipal High Income ETF (FMHI) stake by 2.8% in Q1 2026, selling an estimated $86.2K and leaving 61,920 shares worth $2.94M. The position accounts for 0.69% of the portfolio, ranked #29.

Atlas Private Wealth Advisors first reported a position in FMHI in Q3 2021 and has held it in 19 quarters since. The position peaked at $8.21M in Q4 2024. 180 funds tracked by Wall St. Rank hold FMHI as of Q1 2026.

  • Atlas Private Wealth Advisors held 61,920 shares of First Trust Municipal High Income ETF worth $2.94M as of Q1 2026.
  • Atlas Private Wealth Advisors sold 1,791 First Trust Municipal High Income ETF shares in Q1 2026, an estimated $86.2K.
  • First Trust Municipal High Income ETF made up 0.69% of Atlas Private Wealth Advisors's portfolio in Q1 2026, its #29 holding.
  • Atlas Private Wealth Advisors first reported a position in First Trust Municipal High Income ETF in Q3 2021 and has held it in 19 quarters since.
  • Atlas Private Wealth Advisors's First Trust Municipal High Income ETF position peaked at $8.21M in Q4 2024.
  • 180 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q1 2026.

Based on Atlas Private Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.