Citadel Advisors
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Citadel Advisors’s First Trust Municipal High Income ETF FMHI Stock Holding History

Citadel Advisors’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 		$283K Sell
5,960
-9,463
-61% -$455K ﹤0.01% 10594
2025
Q4 		$739K Buy
15,423
+9,204
+148% +$441K ﹤0.01% 8085
2025
Q3 		$295K Sell
6,219
-12,050
-66% -$562K ﹤0.01% 10404
2025
Q2 		$853K Buy
+18,269
New +$853K ﹤0.01% 7440
2025
Q1 		– Sell
-23,946
Closed -$1.16M – 14830
2024
Q4 		$1.16M Buy
23,946
+13,907
+139% +$679K ﹤0.01% 6722
2024
Q3 		$496K Buy
+10,039
New +$492K ﹤0.01% 8270
2024
Q1 		– Sell
-30,849
Closed -$1.47M – 14835
2023
Q4 		$1.47M Buy
30,849
+692
+2% +$31.6K ﹤0.01% 5930
2023
Q3 		$1.36M Buy
+30,157
New +$1.4M ﹤0.01% 5964
2022
Q4 		– Sell
-20,269
Closed -$920K – 15039
2022
Q3 		$920K Buy
+20,269
New +$973K ﹤0.01% 7180
2022
Q2 		– Sell
-4,357
Closed -$223K – 13245
2022
Q1 		$223K Sell
4,357
-47,481
-92% -$2.55M ﹤0.01% 11263
2021
Q4 		$2.91M Buy
51,838
+25,320
+95% +$1.41M ﹤0.01% 5399
2021
Q3 		$1.48M Sell
26,518
-48,497
-65% -$2.74M ﹤0.01% 7110
2021
Q2 		$4.22M Buy
75,015
+62,563
+502% +$3.48M ﹤0.01% 4813
2021
Q1 		$679K Buy
+12,452
New +$677K ﹤0.01% 9011
2020
Q2 		– Sell
-13,625
Closed -$669K – 10006
2020
Q1 		$669K Sell
13,625
-16,600
-55% -$881K ﹤0.01% 6000
2019
Q4 		$1.61M Buy
30,225
+5,613
+23% +$299K ﹤0.01% 4752
2019
Q3 		$1.31M Buy
+24,612
New +$1.3M ﹤0.01% 5143

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 $59.8B AUM 29.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B 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 $235B 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 $1.31B AUM 26.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citadel Advisors's FMHI Position: Q1 2026 in Review

Citadel Advisors reduced its First Trust Municipal High Income ETF (FMHI) stake by 61% in Q1 2026, selling an estimated $455K and leaving 5,960 shares worth $283K. The position accounts for ﹤0.01% of the portfolio, ranked #10594.

Citadel Advisors first reported a position in FMHI in Q3 2019 and has held it in 17 quarters since. The position peaked at $4.22M in Q2 2021. 180 funds tracked by Wall St. Rank hold FMHI as of Q1 2026.

  • Citadel Advisors held 5,960 shares of First Trust Municipal High Income ETF worth $283K as of Q1 2026.
  • Citadel Advisors sold 9,463 First Trust Municipal High Income ETF shares in Q1 2026, an estimated $455K.
  • First Trust Municipal High Income ETF made up ﹤0.01% of Citadel Advisors's portfolio in Q1 2026, its #10594 holding.
  • Citadel Advisors first reported a position in First Trust Municipal High Income ETF in Q3 2019 and has held it in 17 quarters since.
  • Citadel Advisors's First Trust Municipal High Income ETF position peaked at $4.22M in Q2 2021.
  • 180 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.