Insight Wealth Strategies’s First Trust Municipal High Income ETF FMHI Stock Holding History

Insight Wealth Strategies’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	-4,412	Closed	-$206K	–	178
2025 Q2	$206K	Buy	4,412 +20	+0.5%	+$934	0.03%	167
2025 Q1	$210K	Sell	4,392 -781	-15%	-$37.8K	0.03%	154
2024 Q4	$250K	Buy	5,173 +18	+0.3%	+$879	0.03%	141
2024 Q3	$255K	Sell	5,155 -5,571	-52%	-$273K	0.03%	149
2024 Q2	$518K	Buy	10,726 +65	+0.6%	+$3.12K	0.07%	130
2024 Q1	$514K	Buy	10,661 +63	+0.6%	+$3.02K	0.08%	131
2023 Q4	$505K	Buy	10,598 +64	+0.6%	+$2.93K	0.08%	128
2023 Q3	$475K	Buy	10,534 +63	+0.6%	+$2.94K	0.09%	117
2023 Q2	$493K	Buy	10,471 +60	+0.6%	+$2.81K	0.09%	110
2023 Q1	$488K	Buy	10,411 +1,116	+12%	+$52.5K	0.1%	107
2022 Q4	$430K	Buy	9,295 +536	+6%	+$24.6K	0.08%	108
2022 Q3	$416K	Hold	8,759	–	–	0.08%	119
2022 Q2	$416K	Buy	8,759 +45	+0.5%	+$2.19K	0.08%	119
2022 Q1	$446K	Buy	8,714 +40	+0.5%	+$2.15K	0.07%	124
2021 Q4	$487K	Buy	8,674 +38	+0.4%	+$2.12K	0.07%	119
2021 Q3	$482K	Buy	8,636 +2,815	+48%	+$159K	0.07%	142
2021 Q2	$327K	Buy	+5,821	New	+$323K	0.05%	154

Other funds holding FMHI

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 New York $235B AUM 32.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Insight Wealth Strategies's FMHI Position: Q3 2025 in Review

Insight Wealth Strategies sold out of First Trust Municipal High Income ETF (FMHI) in Q3 2025, closing a stake of 4,412 shares — an estimated $206K sold.

Insight Wealth Strategies first reported a position in FMHI in Q2 2021 and held it in 17 quarters. The position peaked at $518K in Q2 2024. 166 funds tracked by Wall St. Rank hold FMHI as of Q3 2025.

Insight Wealth Strategies reported no remaining First Trust Municipal High Income ETF position as of Q3 2025 after selling out during the quarter.
Insight Wealth Strategies sold 4,412 First Trust Municipal High Income ETF shares in Q3 2025, an estimated $206K.
Insight Wealth Strategies first reported a position in First Trust Municipal High Income ETF in Q2 2021 and held it in 17 quarters.
Insight Wealth Strategies's First Trust Municipal High Income ETF position peaked at $518K in Q2 2024.
166 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q3 2025.

Based on Insight Wealth Strategies's 13F filing for Q3 2025, filed 6 Oct 2025.