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 Q2	–	Sell	-40,205	Closed	-$1.91M	–	91
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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

FPGK

Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return

Evergreen Private Wealth's FMHI Position: Q2 2026 in Review

Evergreen Private Wealth sold out of First Trust Municipal High Income ETF (FMHI) in Q2 2026, closing a stake of 40,205 shares — an estimated $1.91M sold.

Evergreen Private Wealth first reported a position in FMHI in Q4 2023 and held it in 10 quarters. The position peaked at $1.91M in Q1 2026. 191 funds tracked by Wall St. Rank hold FMHI as of Q2 2026.

Evergreen Private Wealth reported no remaining First Trust Municipal High Income ETF position as of Q2 2026 after selling out during the quarter.
Evergreen Private Wealth sold 40,205 First Trust Municipal High Income ETF shares in Q2 2026, an estimated $1.91M.
Evergreen Private Wealth first reported a position in First Trust Municipal High Income ETF in Q4 2023 and held it in 10 quarters.
Evergreen Private Wealth's First Trust Municipal High Income ETF position peaked at $1.91M in Q1 2026.
191 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q2 2026.

Based on Evergreen Private Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.