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Coppell Advisory Solutions’s First Trust Municipal High Income ETF FMHI Stock Holding History

Coppell Advisory Solutions’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
2025
Q1 		– Sell
-1,293
Closed -$62.4K – 873
2024
Q4 		$62.4K Buy
1,293
+832
+180% +$40.6K 0.01% 522
2024
Q3 		$22.8K Sell
461
-51
-10% -$2.5K ﹤0.01% 818
2024
Q2 		$24.7K Buy
+512
New +$24.5K ﹤0.01% 699
2023
Q4 		$14.1K Buy
295
+263
+822% +$12K ﹤0.01% 844
2023
Q3 		$1.48K Sell
32
-623
-95% -$29K ﹤0.01% 894
2023
Q2 		$30.8K Buy
+655
New +$30.7K 0.01% 480
2023
Q1 		– Sell
-32
Closed -$1.48K – 523
2022
Q4 		$1.48K Buy
+32
New +$1.47K ﹤0.01% 895

Other funds holding FMHI

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
PWP
Principle Wealth Partners Madison, Connecticut $1.75B AUM 21.63% 1-Year Est. Return
FPGK
Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Coppell Advisory Solutions's FMHI Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of First Trust Municipal High Income ETF (FMHI) in Q1 2025, closing a stake of 1,293 shares — an estimated $62.4K sold.

Coppell Advisory Solutions first reported a position in FMHI in Q4 2022 and held it in 7 quarters. The position peaked at $62.4K in Q4 2024. 170 funds tracked by Wall St. Rank hold FMHI as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining First Trust Municipal High Income ETF position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 1,293 First Trust Municipal High Income ETF shares in Q1 2025, an estimated $62.4K.
  • Coppell Advisory Solutions first reported a position in First Trust Municipal High Income ETF in Q4 2022 and held it in 7 quarters.
  • Coppell Advisory Solutions's First Trust Municipal High Income ETF position peaked at $62.4K in Q4 2024.
  • 170 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.