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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

MAS

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

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

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

PWP

Principle Wealth Partners Madison, Connecticut $2.03B AUM 27.56% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Atria Wealth Solutions's FMHI Position: Q2 2025 in Review

Atria Wealth Solutions increased its First Trust Municipal High Income ETF (FMHI) stake by 6.2% in Q2 2025, buying an estimated $16K and bringing the position to 5,820 shares worth $272K. The position accounts for 0.01% of the portfolio, ranked #1206.

Atria Wealth Solutions first reported a position in FMHI in Q3 2022 and has held it in 12 quarters since. The position peaked at $881K in Q3 2024. 175 funds tracked by Wall St. Rank hold FMHI as of Q2 2025.

Atria Wealth Solutions held 5,820 shares of First Trust Municipal High Income ETF worth $272K as of Q2 2025.
Atria Wealth Solutions bought 342 First Trust Municipal High Income ETF shares in Q2 2025, an estimated $16K.
First Trust Municipal High Income ETF made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1206 holding.
Atria Wealth Solutions first reported a position in First Trust Municipal High Income ETF in Q3 2022 and has held it in 12 quarters since.
Atria Wealth Solutions's First Trust Municipal High Income ETF position peaked at $881K in Q3 2024.
175 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.