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Financial Advocates Investment Management’s First Trust Municipal High Income ETF FMHI Stock Holding History

Financial Advocates Investment Management’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 		– Sell
-30,367
Closed -$1.42M – 245
2025
Q2 		$1.42M Sell
30,367
-4,210
-12% -$197K 0.12% 172
2025
Q1 		$1.65M Sell
34,577
-15,771
-31% -$763K 0.12% 193
2024
Q4 		$2.43M Sell
50,348
-4,120
-8% -$201K 0.14% 160
2024
Q3 		$2.69M Sell
54,468
-2,921
-5% -$143K 0.15% 143
2024
Q2 		$2.77M Sell
57,389
-19,108
-25% -$916K 0.17% 133
2024
Q1 		$3.69M Buy
76,497
+7,953
+12% +$381K 0.21% 108
2023
Q4 		$3.27M Sell
68,544
-3,960
-5% -$181K 0.21% 114
2023
Q3 		$3.27M Sell
72,504
-3,944
-5% -$184K 0.24% 108
2023
Q2 		$3.6M Buy
76,448
+18,556
+32% +$870K 0.26% 97
2023
Q1 		$2.71M Buy
57,892
+4,517
+8% +$213K 0.2% 124
2022
Q4 		$2.47M Sell
53,375
-13
-0% -$597 0.18% 138
2022
Q3 		$2.38M Buy
53,388
+14,766
+38% +$709K 0.2% 130
2022
Q2 		$1.83M Sell
38,622
-887
-2% -$43.2K 0.15% 166
2022
Q1 		$2.02M Buy
39,509
+1,672
+4% +$89.9K 0.13% 190
2021
Q4 		$2.14M Buy
37,837
+12,951
+52% +$724K 0.14% 182
2021
Q3 		$1.39M Buy
24,886
+7,602
+44% +$430K 0.09% 247
2021
Q2 		$972K Sell
17,284
-2,907
-14% -$162K 0.06% 321
2021
Q1 		$1.1M Buy
20,191
+2,980
+17% +$162K 0.08% 293
2020
Q4 		$924K Buy
17,211
+8,264
+92% +$434K 0.06% 316
2020
Q3 		$463K Buy
8,947
+14
+0.2% +$725 0.04% 387
2020
Q2 		$454K Sell
8,933
-1,362
-13% -$66.7K 0.04% 377
2020
Q1 		$505K Buy
10,295
+1,917
+23% +$102K 0.07% 273
2019
Q4 		$447K Buy
8,378
+3,672
+78% +$195K 0.05% 333
2019
Q3 		$251K Buy
+4,706
New +$249K 0.03% 411

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 $445B AUM 25.58% 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 $2.73B AUM 32.21% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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 $2.03B AUM 27.56% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Financial Advocates Investment Management's FMHI Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of First Trust Municipal High Income ETF (FMHI) in Q3 2025, closing a stake of 30,367 shares — an estimated $1.42M sold.

Financial Advocates Investment Management first reported a position in FMHI in Q3 2019 and held it in 24 quarters. The position peaked at $3.69M in Q1 2024. 166 funds tracked by Wall St. Rank hold FMHI as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining First Trust Municipal High Income ETF position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 30,367 First Trust Municipal High Income ETF shares in Q3 2025, an estimated $1.42M.
  • Financial Advocates Investment Management first reported a position in First Trust Municipal High Income ETF in Q3 2019 and held it in 24 quarters.
  • Financial Advocates Investment Management's First Trust Municipal High Income ETF position peaked at $3.69M in Q1 2024.
  • 166 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.