Envestnet Asset Management’s First Trust Municipal High Income ETF FMHI Stock Holding History

Envestnet Asset 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	$4.03M	Buy	84,701 +8,762	+12%	+$422K	﹤0.01%	2488
2025 Q4	$3.64M	Buy	75,939 +4,751	+7%	+$228K	﹤0.01%	2404
2025 Q3	$3.38M	Buy	71,188 +379	+0.5%	+$17.7K	﹤0.01%	2526
2025 Q2	$3.31M	Buy	70,809 +1,561	+2%	+$72.9K	﹤0.01%	2488
2025 Q1	$3.31M	Buy	69,248 +3,822	+6%	+$185K	﹤0.01%	2410
2024 Q4	$3.16M	Buy	65,426 +1,133	+2%	+$55.3K	﹤0.01%	2400
2024 Q3	$3.18M	Sell	64,293 -14,919	-19%	-$731K	﹤0.01%	2381
2024 Q2	$3.83M	Sell	79,212 -14,153	-15%	-$679K	﹤0.01%	2203
2024 Q1	$4.5M	Buy	93,365 +9,683	+12%	+$463K	﹤0.01%	2052
2023 Q4	$3.99M	Buy	83,682 +1,689	+2%	+$77.2K	﹤0.01%	2044
2023 Q3	$3.7M	Sell	81,993 -1,849	-2%	-$86.1K	﹤0.01%	1995
2023 Q2	$3.95M	Sell	83,842 -156	-0.2%	-$7.32K	﹤0.01%	1845
2023 Q1	$3.94M	Buy	83,998 +13,187	+19%	+$621K	﹤0.01%	1773
2022 Q4	$3.28M	Buy	70,811 +22,148	+46%	+$1.02M	﹤0.01%	1845
2022 Q3	$2.21M	Sell	48,663 -4,096	-8%	-$197K	﹤0.01%	2025
2022 Q2	$2.51M	Buy	52,759 +1,834	+4%	+$89.2K	﹤0.01%	1962
2022 Q1	$2.61M	Sell	50,925 -13,804	-21%	-$742K	﹤0.01%	2044
2021 Q4	$3.63M	Buy	64,729 +8,966	+16%	+$501K	﹤0.01%	1780
2021 Q3	$3.11M	Buy	55,763 +2,572	+5%	+$145K	﹤0.01%	1811
2021 Q2	$2.99M	Sell	53,191 -11,845	-18%	-$658K	﹤0.01%	1811
2021 Q1	$3.55M	Buy	65,036 +23,047	+55%	+$1.25M	﹤0.01%	1608
2020 Q4	$2.25M	Sell	41,989 -7,388	-15%	-$388K	﹤0.01%	1689
2020 Q3	$2.56M	Buy	49,377 +17,171	+53%	+$889K	﹤0.01%	1481
2020 Q2	$1.64M	Sell	32,206 -9,928	-24%	-$486K	﹤0.01%	1691
2020 Q1	$2.07M	Buy	42,134 +36,508	+649%	+$1.94M	﹤0.01%	1405
2019 Q4	$300K	Buy	+5,626	New	+$299K	﹤0.01%	2723
2019 Q3	–	Sell	-4,101	Closed	-$215K	–	3110
2019 Q2	$215K	Buy	+4,101	New	+$213K	﹤0.01%	2848

Other funds holding FMHI

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

SlateStone Wealth Jupiter, Florida $1.31B AUM 26.51% 1-Year Est. Return

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

Envestnet Asset Management's FMHI Position: Q1 2026 in Review

Envestnet Asset Management increased its First Trust Municipal High Income ETF (FMHI) stake by 12% in Q1 2026, buying an estimated $422K and bringing the position to 84,701 shares worth $4.03M. The position accounts for ﹤0.01% of the portfolio, ranked #2488.

Envestnet Asset Management first reported a position in FMHI in Q2 2019 and has held it in 27 quarters since. The position peaked at $4.5M in Q1 2024. 180 funds tracked by Wall St. Rank hold FMHI as of Q1 2026.

Envestnet Asset Management held 84,701 shares of First Trust Municipal High Income ETF worth $4.03M as of Q1 2026.
Envestnet Asset Management bought 8,762 First Trust Municipal High Income ETF shares in Q1 2026, an estimated $422K.
First Trust Municipal High Income ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #2488 holding.
Envestnet Asset Management first reported a position in First Trust Municipal High Income ETF in Q2 2019 and has held it in 27 quarters since.
Envestnet Asset Management's First Trust Municipal High Income ETF position peaked at $4.5M in Q1 2024.
180 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.