Cary Street Partners’s First Trust Municipal High Income ETF FMHI Stock Holding History

Cary Street Partners’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	–	Sell	-11,665	Closed	-$559K	–	1002
2025 Q4	$559K	Hold	11,665	–	–	0.01%	569
2025 Q3	$554K	Hold	11,665	–	–	0.01%	548
2025 Q2	$545K	Sell	11,665 -1,502	-11%	-$70.2K	0.02%	533
2025 Q1	$629K	Buy	13,167 +658	+5%	+$31.8K	0.02%	485
2024 Q4	$604K	Buy	+12,509	New	+$611K	0.02%	474

Other funds holding FMHI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

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

SlateStone Wealth Jupiter, Florida $1.31B AUM 26.51% 1-Year Est. Return

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

Cary Street Partners's FMHI Position: Q1 2026 in Review

Cary Street Partners sold out of First Trust Municipal High Income ETF (FMHI) in Q1 2026, closing a stake of 11,665 shares — an estimated $559K sold.

Cary Street Partners first reported a position in FMHI in Q4 2024 and held it in 5 quarters. The position peaked at $629K in Q1 2025. 182 funds tracked by Wall St. Rank hold FMHI as of Q1 2026.

Cary Street Partners reported no remaining First Trust Municipal High Income ETF position as of Q1 2026 after selling out during the quarter.
Cary Street Partners sold 11,665 First Trust Municipal High Income ETF shares in Q1 2026, an estimated $559K.
Cary Street Partners first reported a position in First Trust Municipal High Income ETF in Q4 2024 and held it in 5 quarters.
Cary Street Partners's First Trust Municipal High Income ETF position peaked at $629K in Q1 2025.
182 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q1 2026.

Based on Cary Street Partners's 13F filing for Q1 2026, filed 29 Apr 2026.