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Invictus Private Wealth’s First Trust Municipal High Income ETF FMHI Stock Holding History

Invictus Private Wealth’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
-4,668
Closed -$218K – 83
2025
Q2 		$218K Buy
+4,668
New +$218K 0.01% 79

Other funds holding FMHI

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $2.39B AUM 23.78% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 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 $1.75B AUM 21.63% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Invictus Private Wealth's FMHI Position: Q3 2025 in Review

Invictus Private Wealth sold out of First Trust Municipal High Income ETF (FMHI) in Q3 2025, closing a stake of 4,668 shares — an estimated $218K sold.

Invictus Private Wealth first reported a position in FMHI in Q2 2025 and held it in 1 quarter. The position peaked at $218K in Q2 2025. 166 funds tracked by Wall St. Rank hold FMHI as of Q3 2025.

  • Invictus Private Wealth reported no remaining First Trust Municipal High Income ETF position as of Q3 2025 after selling out during the quarter.
  • Invictus Private Wealth sold 4,668 First Trust Municipal High Income ETF shares in Q3 2025, an estimated $218K.
  • Invictus Private Wealth first reported a position in First Trust Municipal High Income ETF in Q2 2025 and held it in 1 quarter.
  • Invictus Private Wealth's First Trust Municipal High Income ETF position peaked at $218K in Q2 2025.
  • 166 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q3 2025.

Based on Invictus Private Wealth's 13F filing for Q3 2025, filed 10 Nov 2025.