B. Riley Wealth Advisors’s First Trust Municipal High Income ETF FMHI Stock Holding History

B. Riley 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
2025 Q4	–	Sell	-6,310	Closed	-$300K	–	1080
2025 Q3	$300K	Hold	6,310	–	–	0.01%	730
2025 Q2	$295K	Buy	6,310 +535	+9%	+$25K	0.01%	725
2025 Q1	$276K	Hold	5,775	–	–	0.01%	1011
2024 Q4	$279K	Hold	5,775	–	–	0.01%	896
2024 Q3	$285K	Hold	5,775	–	–	0.01%	980
2024 Q2	$279K	Buy	+5,775	New	+$277K	0.01%	1063

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

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

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

B. Riley Wealth Advisors's FMHI Position: Q4 2025 in Review

B. Riley Wealth Advisors sold out of First Trust Municipal High Income ETF (FMHI) in Q4 2025, closing a stake of 6,310 shares — an estimated $300K sold.

B. Riley Wealth Advisors first reported a position in FMHI in Q2 2024 and held it in 6 quarters. The position peaked at $300K in Q3 2025. 178 funds tracked by Wall St. Rank hold FMHI as of Q4 2025.

B. Riley Wealth Advisors reported no remaining First Trust Municipal High Income ETF position as of Q4 2025 after selling out during the quarter.
B. Riley Wealth Advisors sold 6,310 First Trust Municipal High Income ETF shares in Q4 2025, an estimated $300K.
B. Riley Wealth Advisors first reported a position in First Trust Municipal High Income ETF in Q2 2024 and held it in 6 quarters.
B. Riley Wealth Advisors's First Trust Municipal High Income ETF position peaked at $300K in Q3 2025.
178 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q4 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.