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 $1.89T 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

Envestnet Portfolio Solutions's FMHI Position: Q1 2026 in Review

Envestnet Portfolio Solutions sold out of First Trust Municipal High Income ETF (FMHI) in Q1 2026, closing a stake of 9,767 shares — an estimated $468K sold.

Envestnet Portfolio Solutions first reported a position in FMHI in Q3 2023 and held it in 10 quarters. The position peaked at $538K in Q3 2024. 182 funds tracked by Wall St. Rank hold FMHI as of Q1 2026.

  • Envestnet Portfolio Solutions reported no remaining First Trust Municipal High Income ETF position as of Q1 2026 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 9,767 First Trust Municipal High Income ETF shares in Q1 2026, an estimated $468K.
  • Envestnet Portfolio Solutions first reported a position in First Trust Municipal High Income ETF in Q3 2023 and held it in 10 quarters.
  • Envestnet Portfolio Solutions's First Trust Municipal High Income ETF position peaked at $538K in Q3 2024.
  • 182 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q1 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.