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IWC
Integrated Wealth Concepts’s
First Trust Municipal High Income ETF
FMHI
Stock Holding History
Integrated Wealth Concepts’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
$1.47M
Buy
30,866
+121
+0.4%
+$5.82K
0.01%
905
2025
Q4
$1.47M
Sell
30,745
-18,434
-37%
-$883K
0.02%
618
2025
Q3
$2.34M
Buy
49,179
+23,584
+92%
+$1.1M
0.02%
612
2025
Q2
$1.2M
Sell
25,595
-185
-0.7%
-$8.64K
0.01%
831
2025
Q1
$1.23M
Sell
25,780
-347
-1%
-$16.8K
0.01%
739
2024
Q4
$1.26M
Buy
26,127
+17,064
+188%
+$833K
0.01%
727
2024
Q3
$448K
Buy
9,063
+302
+3%
+$14.8K
0.01%
1133
2024
Q2
$423K
Buy
8,761
+1,081
+14%
+$51.8K
0.01%
1129
2024
Q1
$370K
Buy
7,680
+1,787
+30%
+$85.5K
0.01%
1199
2023
Q4
$281K
Buy
+5,893
New
+$270K
﹤0.01%
1300
2022
Q3
–
Sell
-4,298
Closed
-$204K
–
972
2022
Q2
$204K
Buy
+4,298
New
+$209K
0.01%
895
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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