BEI
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Benjamin Edwards Inc’s First Trust Municipal High Income ETF FMHI Stock Holding History

Benjamin Edwards Inc’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
Q1 		– Sell
-8,285
Closed -$400K – 1111
2024
Q4 		$400K Buy
8,285
+754
+10% +$36.8K 0.01% 895
2024
Q3 		$372K Buy
7,531
+5,616
+293% +$275K 0.01% 893
2024
Q2 		$93K Hold
1,915
– – 0.02% 430
2024
Q1 		$92K Hold
1,915
– – 0.02% 421
2023
Q4 		$91K Hold
1,915
– – 0.02% 427
2023
Q3 		$86K Hold
1,915
– – 0.02% 409
2023
Q2 		$90K Hold
1,915
– – 0.02% 401
2023
Q1 		$90K Hold
1,915
– – 0.02% 378
2022
Q4 		$89K Hold
1,915
– – 0.02% 363
2022
Q3 		$87K Hold
1,915
– – 0.03% 357
2022
Q2 		$91K Hold
1,915
– – 0.03% 351
2022
Q1 		$98K Hold
1,915
– – 0.03% 360
2021
Q4 		$107K Hold
1,915
– – 0.03% 337
2021
Q3 		$107K Hold
1,915
– – 0.07% 229
2021
Q2 		$108K Hold
1,915
– – 0.07% 208
2021
Q1 		$104K Hold
1,915
– – 0.08% 197
2020
Q4 		$103K Hold
1,915
– – 0.08% 185
2020
Q3 		$99K Hold
1,915
– – 0.08% 170
2020
Q2 		$97K Hold
1,915
– – 0.08% 158
2020
Q1 		$94K Buy
+1,915
New +$102K 0.1% 145

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
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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
PWP
Principle Wealth Partners Madison, Connecticut $1.75B AUM 21.63% 1-Year Est. Return
FPGK
Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Benjamin Edwards Inc's FMHI Position: Q1 2025 in Review

Benjamin Edwards Inc sold out of First Trust Municipal High Income ETF (FMHI) in Q1 2025, closing a stake of 8,285 shares — an estimated $400K sold.

Benjamin Edwards Inc first reported a position in FMHI in Q1 2020 and held it in 20 quarters. The position peaked at $400K in Q4 2024. 170 funds tracked by Wall St. Rank hold FMHI as of Q1 2025.

  • Benjamin Edwards Inc reported no remaining First Trust Municipal High Income ETF position as of Q1 2025 after selling out during the quarter.
  • Benjamin Edwards Inc sold 8,285 First Trust Municipal High Income ETF shares in Q1 2025, an estimated $400K.
  • Benjamin Edwards Inc first reported a position in First Trust Municipal High Income ETF in Q1 2020 and held it in 20 quarters.
  • Benjamin Edwards Inc's First Trust Municipal High Income ETF position peaked at $400K in Q4 2024.
  • 170 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q1 2025.

Based on Benjamin Edwards Inc's 13F filing for Q1 2025, filed 12 May 2025.