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

Concurrent Investment 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 		$759K Sell
15,964
-2,783
-15% -$134K 0.01% 1006
2025
Q4 		$899K Buy
18,747
+4,372
+30% +$209K 0.01% 884
2025
Q3 		$683K Sell
14,375
-4,319
-23% -$201K 0.01% 787
2025
Q2 		$873K Sell
18,694
-9,116
-33% -$426K 0.02% 638
2025
Q1 		$1.33M Buy
27,810
+290
+1% +$14K 0.03% 464
2024
Q4 		$1.33M Buy
27,520
+800
+3% +$39.1K 0.04% 420
2024
Q3 		$1.32M Buy
26,720
+5,330
+25% +$261K 0.04% 407
2024
Q2 		$1.03M Buy
21,390
+2,899
+16% +$139K 0.03% 425
2024
Q1 		$891K Buy
18,491
+2,153
+13% +$103K 0.04% 391
2023
Q4 		$779K Buy
+16,338
New +$747K 0.04% 381

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