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

Brown Advisory’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	–	Sell	-8,199	Closed	-$392K	–	1378
2025 Q1	$392K	Sell	8,199 -5,167	-39%	-$250K	﹤0.01%	1056
2024 Q4	$645K	Sell	13,366 -5,389	-29%	-$263K	﹤0.01%	921
2024 Q3	$926K	Buy	+18,755	New	+$919K	﹤0.01%	803

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

Brown Advisory's FMHI Position: Q2 2025 in Review

Brown Advisory sold out of First Trust Municipal High Income ETF (FMHI) in Q2 2025, closing a stake of 8,199 shares — an estimated $392K sold.

Brown Advisory first reported a position in FMHI in Q3 2024 and held it in 3 quarters. The position peaked at $926K in Q3 2024. 175 funds tracked by Wall St. Rank hold FMHI as of Q2 2025.

Brown Advisory reported no remaining First Trust Municipal High Income ETF position as of Q2 2025 after selling out during the quarter.
Brown Advisory sold 8,199 First Trust Municipal High Income ETF shares in Q2 2025, an estimated $392K.
Brown Advisory first reported a position in First Trust Municipal High Income ETF in Q3 2024 and held it in 3 quarters.
Brown Advisory's First Trust Municipal High Income ETF position peaked at $926K in Q3 2024.
175 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q2 2025.

Based on Brown Advisory's 13F filing for Q2 2025, filed 13 Aug 2025.