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IA
IFG Advisory’s
First Trust Municipal High Income ETF
FMHI
Stock Holding History
IFG Advisory’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
–
Sell
-17,527
Closed
-$840K
–
509
2025
Q4
$840K
Buy
17,527
+126
+0.7%
+$6.04K
0.04%
408
2025
Q3
$827K
Buy
17,401
+178
+1%
+$8.3K
0.04%
395
2025
Q2
$804K
Buy
17,223
+5,673
+49%
+$265K
0.04%
386
2025
Q1
$552K
Buy
11,550
+114
+1%
+$5.51K
0.03%
424
2024
Q4
$552K
Buy
11,436
+115
+1%
+$5.62K
0.03%
398
2024
Q3
$559K
Buy
11,321
+112
+1%
+$5.49K
0.04%
325
2024
Q2
$542K
Buy
+11,209
New
+$537K
0.03%
386
2024
Q1
–
Sell
-8,483
Closed
-$405K
–
441
2023
Q4
$405K
Sell
8,483
-779
-8%
-$35.6K
0.03%
406
2023
Q3
$417K
Sell
9,262
-3,986
-30%
-$186K
0.04%
380
2023
Q2
$624K
Buy
13,248
+2,703
+26%
+$127K
0.06%
258
2023
Q1
$494K
Buy
10,545
+589
+6%
+$27.7K
0.05%
324
2022
Q4
$460K
Buy
9,956
+1,433
+17%
+$65.8K
0.05%
325
2022
Q3
$386K
Buy
8,523
+25
+0.3%
+$1.2K
0.04%
365
2022
Q2
$403K
Buy
8,498
+3,724
+78%
+$181K
0.04%
322
2022
Q1
$244K
Sell
4,774
-3,031
-39%
-$163K
0.02%
438
2021
Q4
$438K
Buy
7,805
+3,368
+76%
+$188K
0.04%
330
2021
Q3
$247K
Buy
+4,437
New
+$251K
0.03%
427
Other funds holding FMHI
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Wealth Enhancement Advisory Services
Plymouth, Minnesota
$59.6B AUM
29.42%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
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
New York
$157B AUM
32.99%
1-Year Est. Return
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
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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