EPW
FMHI icon

Evergreen Private Wealth’s First Trust Municipal High Income ETF FMHI Stock Holding History

Evergreen Private Wealth’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 		$1.91M Buy
40,205
+2,293
+6% +$110K 0.77% 42
2025
Q4 		$1.82M Buy
37,912
+3,024
+9% +$145K 0.72% 41
2025
Q3 		$1.66M Buy
34,888
+1,132
+3% +$52.8K 0.67% 43
2025
Q2 		$1.58M Sell
33,756
-248
-0.7% -$11.6K 0.66% 43
2025
Q1 		$1.63M Buy
34,004
+483
+1% +$23.4K 0.76% 42
2024
Q4 		$1.62M Buy
33,521
+3,104
+10% +$152K 0.76% 42
2024
Q3 		$1.5M Buy
30,417
+860
+3% +$42.1K 0.7% 44
2024
Q2 		$1.43M Buy
29,557
+183
+0.6% +$8.77K 0.7% 42
2024
Q1 		$1.42M Buy
29,374
+6,088
+26% +$291K 0.71% 48
2023
Q4 		$1.11M Buy
+23,286
New +$1.06M 0.6% 47

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