CG
FMHI icon

CFO4Life Group’s First Trust Municipal High Income ETF FMHI Stock Holding History

CFO4Life Group’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 		$256K Hold
5,375
– – 0.04% 178
2025
Q4 		$258K Hold
5,375
– – 0.04% 200
2025
Q3 		$255K Hold
5,375
– – 0.04% 193
2025
Q2 		$251K Sell
5,375
-846
-14% -$39.5K 0.04% 190
2025
Q1 		$297K Hold
6,221
– – 0.05% 158
2024
Q4 		$300K Sell
6,221
-4,067
-40% -$199K 0.05% 154
2024
Q3 		$508K Hold
10,288
– – 0.09% 119
2024
Q2 		$497K Hold
10,288
– – 0.09% 113
2024
Q1 		$496K Sell
10,288
-1,282
-11% -$61.4K 0.09% 115
2023
Q4 		$552K Buy
+11,570
New +$529K 0.11% 108

Other funds holding FMHI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
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
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Cetera Investment Advisers
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
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return