Creative Financial Designs’s First Trust Municipal High Income ETF FMHI Stock Holding History

Creative Financial Designs’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 Q3	–	Sell	-868	Closed	-$40.5K	–	2076
2025 Q2	$40.5K	Hold	868	–	–	﹤0.01%	933
2025 Q1	$41.5K	Hold	868	–	–	﹤0.01%	883
2024 Q4	$41.9K	Buy	868 +566	+187%	+$27.6K	﹤0.01%	845
2024 Q3	$14.9K	Hold	302	–	–	﹤0.01%	1089
2024 Q2	$14.6K	Hold	302	–	–	﹤0.01%	1060
2024 Q1	$14.6K	Sell	302 -300	-50%	-$14.4K	﹤0.01%	1043
2023 Q4	$28.7K	Sell	602 -250	-29%	-$11.4K	﹤0.01%	824
2023 Q3	$38.4K	Hold	852	–	–	﹤0.01%	696
2023 Q2	$40.1K	Buy	+852	New	+$40K	﹤0.01%	687

Other funds holding FMHI

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MAS

Meeder Advisory Services Dublin, Ohio $2.39B AUM 23.78% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PWP

Principle Wealth Partners Madison, Connecticut $1.75B AUM 21.63% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Creative Financial Designs's FMHI Position: Q3 2025 in Review

Creative Financial Designs sold out of First Trust Municipal High Income ETF (FMHI) in Q3 2025, closing a stake of 868 shares — an estimated $40.5K sold.

Creative Financial Designs first reported a position in FMHI in Q2 2023 and held it in 9 quarters. The position peaked at $41.9K in Q4 2024. 166 funds tracked by Wall St. Rank hold FMHI as of Q3 2025.

Creative Financial Designs reported no remaining First Trust Municipal High Income ETF position as of Q3 2025 after selling out during the quarter.
Creative Financial Designs sold 868 First Trust Municipal High Income ETF shares in Q3 2025, an estimated $40.5K.
Creative Financial Designs first reported a position in First Trust Municipal High Income ETF in Q2 2023 and held it in 9 quarters.
Creative Financial Designs's First Trust Municipal High Income ETF position peaked at $41.9K in Q4 2024.
166 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q3 2025.

Based on Creative Financial Designs's 13F filing for Q3 2025, filed 12 Nov 2025.