EE
FMHI icon

EWG Elevate’s First Trust Municipal High Income ETF FMHI Stock Holding History

EWG Elevate’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
2025
Q3 		$2.36M Buy
49,639
+3,638
+8% +$170K 0.74% 47
2025
Q2 		$2.15M Buy
+46,001
New +$2.15M 0.66% 45

Other funds holding FMHI

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MAS
Meeder Advisory Services Dublin, Ohio $2.39B AUM 23.78% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PWP
Principle Wealth Partners Madison, Connecticut $1.75B AUM 21.63% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

EWG Elevate's FMHI Position: Q3 2025 in Review

EWG Elevate increased its First Trust Municipal High Income ETF (FMHI) stake by 7.9% in Q3 2025, buying an estimated $170K and bringing the position to 49,639 shares worth $2.36M. The position accounts for 0.74% of the portfolio, ranked #47.

EWG Elevate first reported a position in FMHI in Q2 2025 and has held it in 2 quarters since. 166 funds tracked by Wall St. Rank hold FMHI as of Q3 2025.

  • EWG Elevate held 49,639 shares of First Trust Municipal High Income ETF worth $2.36M as of Q3 2025.
  • EWG Elevate bought 3,638 First Trust Municipal High Income ETF shares in Q3 2025, an estimated $170K.
  • First Trust Municipal High Income ETF made up 0.74% of EWG Elevate's portfolio in Q3 2025, its #47 holding.
  • EWG Elevate first reported a position in First Trust Municipal High Income ETF in Q2 2025 and has held it in 2 quarters since.
  • 166 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q3 2025.

Based on EWG Elevate's 13F filing for Q3 2025, filed 7 Oct 2025.