Dynamic Advisor Solutions’s First Trust Municipal High Income ETF FMHI Stock Holding History

Dynamic Advisor 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
2026 Q2	$404K	Buy	8,335 +252	+3%	+$12.1K	0.01%	746
2026 Q1	$384K	Buy	8,083 +10	+0.1%	+$481	0.01%	723
2025 Q4	$387K	Buy	8,073 +419	+5%	+$20.1K	0.01%	697
2025 Q3	$364K	Buy	7,654 +2,636	+53%	+$123K	0.01%	718
2025 Q2	$234K	Buy	+5,018	New	+$234K	0.01%	816
2022 Q4	–	Sell	-4,838	Closed	-$220K	–	734
2022 Q3	$220K	Sell	4,838 -515	-10%	-$24.7K	0.02%	609
2022 Q2	$254K	Sell	5,353 -1,398	-21%	-$68K	0.02%	579
2022 Q1	$346K	Buy	6,751 +2,023	+43%	+$109K	0.02%	525
2021 Q4	$265K	Buy	+4,728	New	+$264K	0.02%	608

Other funds holding FMHI

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return

Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Lineweaver Wealth Advisors Valley View, Ohio $841M AUM 20.71% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return