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CAL
Capital Analysts LLC’s
First Trust Municipal High Income ETF
FMHI
Stock Holding History
Capital Analysts LLC’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
2026
Q1
$69K
Hold
1,443
–
–
﹤0.01%
877
2025
Q4
$69K
Hold
1,443
–
–
﹤0.01%
850
2025
Q3
$69K
Sell
1,443
-12
-0.8%
-$560
﹤0.01%
817
2025
Q2
$68K
Hold
1,455
–
–
﹤0.01%
754
2025
Q1
$70K
Buy
1,455
+1,443
+12,025%
+$69.8K
﹤0.01%
721
2024
Q4
$1K
Sell
12
-30
-71%
-$1.47K
﹤0.01%
1254
2024
Q3
$2K
Buy
+42
New
+$2.06K
﹤0.01%
1212
2024
Q1
–
Sell
-307
Closed
-$15K
–
1123
2023
Q4
$15K
Hold
307
–
–
﹤0.01%
849
2023
Q3
$14K
Hold
307
–
–
﹤0.01%
828
2023
Q2
$14K
Hold
307
–
–
﹤0.01%
779
2023
Q1
$14K
Sell
307
-2,474
-89%
-$116K
﹤0.01%
773
2022
Q4
$129K
Buy
2,781
+2,402
+634%
+$110K
0.01%
452
2022
Q3
$17K
Buy
+379
New
+$18.2K
﹤0.01%
735
Other funds holding FMHI
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$1.66T AUM
25.57%
1-Year Est. Return
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Plymouth, Minnesota
$59.6B AUM
29.42%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
MAS
Meeder Advisory Services
Dublin, Ohio
$2.39B AUM
23.78%
1-Year Est. Return
Citigroup
New York
$157B AUM
32.99%
1-Year Est. Return
Cetera Investment Advisers
Schaumburg, Illinois
$94B AUM
20.14%
1-Year Est. Return
SW
SlateStone Wealth
Jupiter, Florida
$1.21B AUM
21.86%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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