Envestnet Portfolio Solutions
FMHI icon

Envestnet Portfolio Solutions’s First Trust Municipal High Income ETF FMHI Stock Holding History

Envestnet Portfolio 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
Q1 		– Sell
-9,767
Closed -$468K – 1361
2025
Q4 		$468K Buy
9,767
+625
+7% +$29.9K ﹤0.01% 1092
2025
Q3 		$434K Sell
9,142
-465
-5% -$21.7K ﹤0.01% 1083
2025
Q2 		$449K Sell
9,607
-669
-7% -$31.2K ﹤0.01% 1148
2025
Q1 		$491K Buy
10,276
+680
+7% +$32.9K ﹤0.01% 1058
2024
Q4 		$463K Sell
9,596
-1,286
-12% -$62.8K ﹤0.01% 1284
2024
Q3 		$538K Buy
10,882
+529
+5% +$25.9K ﹤0.01% 1164
2024
Q2 		$500K Buy
10,353
+1,024
+11% +$49.1K ﹤0.01% 1143
2024
Q1 		$449K Sell
9,329
-62
-0.7% -$2.97K ﹤0.01% 1170
2023
Q4 		$448K Sell
9,391
-251
-3% -$11.5K ﹤0.01% 1096
2023
Q3 		$435K Buy
+9,642
New +$449K ﹤0.01% 1044

Other funds holding FMHI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $45.5B AUM 21.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
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
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SW
SlateStone Wealth Jupiter, Florida $1.21B AUM 21.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return