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Core Wealth Partners’s First Trust Municipal High Income ETF FMHI Stock Holding History

Core Wealth 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
2025
Q1 		– Sell
-4,280
Closed -$207K – 171
2024
Q4 		$207K Sell
4,280
-1,615
-27% -$78.9K 0.12% 158
2024
Q3 		$291K Buy
+5,895
New +$289K 0.18% 118

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Wells Fargo
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Bank of America
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UBS Group
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Citigroup
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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

Core Wealth Partners's FMHI Position: Q1 2025 in Review

Core Wealth Partners sold out of First Trust Municipal High Income ETF (FMHI) in Q1 2025, closing a stake of 4,280 shares — an estimated $207K sold.

Core Wealth Partners first reported a position in FMHI in Q3 2024 and held it in 2 quarters. The position peaked at $291K in Q3 2024. 170 funds tracked by Wall St. Rank hold FMHI as of Q1 2025.

  • Core Wealth Partners reported no remaining First Trust Municipal High Income ETF position as of Q1 2025 after selling out during the quarter.
  • Core Wealth Partners sold 4,280 First Trust Municipal High Income ETF shares in Q1 2025, an estimated $207K.
  • Core Wealth Partners first reported a position in First Trust Municipal High Income ETF in Q3 2024 and held it in 2 quarters.
  • Core Wealth Partners's First Trust Municipal High Income ETF position peaked at $291K in Q3 2024.
  • 170 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q1 2025.

Based on Core Wealth Partners's 13F filing for Q1 2025, filed 13 May 2025.