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Dynasty Wealth Management’s First Trust Municipal High Income ETF FMHI Stock Holding History

Dynasty Wealth Management’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 		– Sell
-11,421
Closed -$547K – 354
2025
Q4 		$547K Buy
11,421
+137
+1% +$6.57K 0.01% 234
2025
Q3 		$536K Buy
11,284
+2,038
+22% +$95.1K 0.01% 216
2025
Q2 		$432K Buy
9,246
+212
+2% +$9.9K 0.01% 193
2025
Q1 		$432K Sell
9,034
-483
-5% -$23.4K 0.01% 208
2024
Q4 		$460K Buy
+9,517
New +$465K 0.01% 208

Other funds holding FMHI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MAS
Meeder Advisory Services Dublin, Ohio $2.73B AUM 32.21% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
SW
SlateStone Wealth Jupiter, Florida $1.31B AUM 26.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Dynasty Wealth Management's FMHI Position: Q1 2026 in Review

Dynasty Wealth Management sold out of First Trust Municipal High Income ETF (FMHI) in Q1 2026, closing a stake of 11,421 shares — an estimated $547K sold.

Dynasty Wealth Management first reported a position in FMHI in Q4 2024 and held it in 5 quarters. The position peaked at $547K in Q4 2025. 182 funds tracked by Wall St. Rank hold FMHI as of Q1 2026.

  • Dynasty Wealth Management reported no remaining First Trust Municipal High Income ETF position as of Q1 2026 after selling out during the quarter.
  • Dynasty Wealth Management sold 11,421 First Trust Municipal High Income ETF shares in Q1 2026, an estimated $547K.
  • Dynasty Wealth Management first reported a position in First Trust Municipal High Income ETF in Q4 2024 and held it in 5 quarters.
  • Dynasty Wealth Management's First Trust Municipal High Income ETF position peaked at $547K in Q4 2025.
  • 182 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q1 2026.

Based on Dynasty Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.