Avantax Advisory Services’s First Trust Municipal High Income ETF FMHI Stock Holding History

Avantax Advisory Services’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	$2.72M	Buy	58,243 +9,829	+20%	+$459K	0.01%	660
2025 Q1	$2.31M	Sell	48,414 -7,587	-14%	-$367K	0.01%	682
2024 Q4	$2.7M	Buy	56,001 +27,226	+95%	+$1.33M	0.02%	592
2024 Q3	$1.42M	Buy	28,775 +14,776	+106%	+$724K	0.01%	843
2024 Q2	$676K	Buy	13,999 +812	+6%	+$38.9K	﹤0.01%	1187
2024 Q1	$635K	Buy	13,187 +8,343	+172%	+$399K	0.01%	935
2023 Q4	$231K	Sell	4,844 -4,642	-49%	-$212K	﹤0.01%	1389
2023 Q3	$428K	Sell	9,486 -695	-7%	-$32.4K	﹤0.01%	1015
2023 Q2	$480K	Sell	10,181 -914	-8%	-$42.9K	0.01%	956
2023 Q1	$520K	Buy	11,095 +495	+5%	+$23.3K	0.01%	898
2022 Q4	$491K	Sell	10,600 -324	-3%	-$14.9K	0.01%	874
2022 Q3	$496K	Sell	10,924 -778	-7%	-$37.3K	0.01%	780
2022 Q2	$556K	Sell	11,702 -2,438	-17%	-$119K	0.01%	742
2022 Q1	$724K	Buy	+14,140	New	+$761K	0.01%	647
2021 Q4	–	Sell	-5,755	Closed	-$321K	–	1256
2021 Q3	$321K	Buy	+5,755	New	+$325K	0.01%	898

Other funds holding FMHI

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Avantax Advisory Services's FMHI Position: Q2 2025 in Review

Avantax Advisory Services increased its First Trust Municipal High Income ETF (FMHI) stake by 20% in Q2 2025, buying an estimated $459K and bringing the position to 58,243 shares worth $2.72M. The position accounts for 0.01% of the portfolio, ranked #660.

Avantax Advisory Services first reported a position in FMHI in Q3 2021 and has held it in 15 quarters since. 175 funds tracked by Wall St. Rank hold FMHI as of Q2 2025.

Avantax Advisory Services held 58,243 shares of First Trust Municipal High Income ETF worth $2.72M as of Q2 2025.
Avantax Advisory Services bought 9,829 First Trust Municipal High Income ETF shares in Q2 2025, an estimated $459K.
First Trust Municipal High Income ETF made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #660 holding.
Avantax Advisory Services first reported a position in First Trust Municipal High Income ETF in Q3 2021 and has held it in 15 quarters since.
175 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.