AWS
FMHI icon

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

Atria Wealth Solutions’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
Q2 		$272K Buy
5,820
+342
+6% +$16K 0.01% 1206
2025
Q1 		$262K Sell
5,478
-7,290
-57% -$353K ﹤0.01% 1554
2024
Q4 		$617K Sell
12,768
-5,068
-28% -$247K 0.01% 1157
2024
Q3 		$881K Buy
17,836
+1,888
+12% +$92.5K 0.01% 957
2024
Q2 		$771K Buy
15,948
+3,490
+28% +$167K 0.01% 1016
2024
Q1 		$600K Buy
12,458
+7,029
+129% +$336K 0.01% 1175
2023
Q4 		$259K Sell
5,429
-4,555
-46% -$208K ﹤0.01% 1604
2023
Q3 		$450K Buy
9,984
+629
+7% +$29.3K 0.01% 1177
2023
Q2 		$441K Hold
9,355
– – 0.01% 1221
2023
Q1 		$439K Sell
9,355
-1,669
-15% -$78.5K 0.01% 1201
2022
Q4 		$510K Buy
11,024
+6,524
+145% +$300K 0.01% 1065
2022
Q3 		$204K Buy
+4,500
New +$216K ﹤0.01% 1544

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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
MAS
Meeder Advisory Services Dublin, Ohio $2.39B AUM 23.78% 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
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return