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Atria Investments’s First Trust Municipal High Income ETF FMHI Stock Holding History

Atria Investments’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
2025
Q3 		– Sell
-14,134
Closed -$660K – 2059
2025
Q2 		$660K Sell
14,134
-4,866
-26% -$227K 0.01% 1272
2025
Q1 		$908K Sell
19,000
-574
-3% -$27.8K 0.01% 1035
2024
Q4 		$945K Buy
19,574
+5
+0% +$244 0.01% 1011
2024
Q3 		$967K Buy
19,569
+1,659
+9% +$81.3K 0.01% 985
2024
Q2 		$865K Buy
+17,910
New +$859K 0.01% 1015

Other funds holding FMHI

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PWP
Principle Wealth Partners Madison, Connecticut $1.75B AUM 21.63% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Atria Investments's FMHI Position: Q3 2025 in Review

Atria Investments sold out of First Trust Municipal High Income ETF (FMHI) in Q3 2025, closing a stake of 14,134 shares — an estimated $660K sold.

Atria Investments first reported a position in FMHI in Q2 2024 and held it in 5 quarters. The position peaked at $967K in Q3 2024. 166 funds tracked by Wall St. Rank hold FMHI as of Q3 2025.

  • Atria Investments reported no remaining First Trust Municipal High Income ETF position as of Q3 2025 after selling out during the quarter.
  • Atria Investments sold 14,134 First Trust Municipal High Income ETF shares in Q3 2025, an estimated $660K.
  • Atria Investments first reported a position in First Trust Municipal High Income ETF in Q2 2024 and held it in 5 quarters.
  • Atria Investments's First Trust Municipal High Income ETF position peaked at $967K in Q3 2024.
  • 166 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q3 2025.

Based on Atria Investments's 13F filing for Q3 2025, filed 6 Nov 2025.