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 Q2	$2.72M	Sell	56,091 -5,829	-9%	-$281K	0.6%	34
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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MAS

Meeder Advisory Services Dublin, Ohio $2.73B AUM 32.21% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

FPGK

Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return

Atlas Private Wealth Advisors's FMHI Position: Q2 2026 in Review

Atlas Private Wealth Advisors reduced its First Trust Municipal High Income ETF (FMHI) stake by 9.4% in Q2 2026, selling an estimated $281K and leaving 56,091 shares worth $2.72M. The position accounts for 0.6% of the portfolio, ranked #34.

Atlas Private Wealth Advisors first reported a position in FMHI in Q3 2021 and has held it in 20 quarters since. The position peaked at $8.21M in Q4 2024. 191 funds tracked by Wall St. Rank hold FMHI as of Q2 2026.

Atlas Private Wealth Advisors held 56,091 shares of First Trust Municipal High Income ETF worth $2.72M as of Q2 2026.
Atlas Private Wealth Advisors sold 5,829 First Trust Municipal High Income ETF shares in Q2 2026, an estimated $281K.
First Trust Municipal High Income ETF made up 0.6% of Atlas Private Wealth Advisors's portfolio in Q2 2026, its #34 holding.
Atlas Private Wealth Advisors first reported a position in First Trust Municipal High Income ETF in Q3 2021 and has held it in 20 quarters since.
Atlas Private Wealth Advisors's First Trust Municipal High Income ETF position peaked at $8.21M in Q4 2024.
191 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q2 2026.

Based on Atlas Private Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.