Hobart Private Capital’s First Trust Municipal High Income ETF FMHI Stock Holding History

Hobart Private Capital’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	$1.3M	Buy	26,834 +5,609	+26%	+$270K	0.22%	67
2026 Q1	$1.01M	Buy	21,225 +2,845	+15%	+$137K	0.2%	66
2025 Q4	$881K	Hold	18,380	–	–	0.17%	73
2025 Q3	$873K	Buy	18,380 +5,336	+41%	+$249K	0.18%	67
2025 Q2	$609K	Sell	13,044 -12,580	-49%	-$588K	0.14%	70
2025 Q1	$1.22M	Buy	25,624 +1,348	+6%	+$65.2K	0.31%	52
2024 Q4	$1.17M	Buy	24,276 +8,426	+53%	+$411K	0.29%	49
2024 Q3	$783K	Buy	15,850 +254	+2%	+$12.4K	0.2%	47
2024 Q2	$754K	Buy	15,596 +4,273	+38%	+$205K	0.21%	44
2024 Q1	$546K	Buy	11,323 +37	+0.3%	+$1.77K	0.17%	50
2023 Q4	$538K	Buy	+11,286	New	+$516K	0.18%	45

Other funds holding FMHI

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Lineweaver Wealth Advisors Valley View, Ohio $841M AUM 20.71% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return