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
Search
Sign in
Sign up
LWMNY
Landmark Wealth Management (New York)’s
First Trust Municipal High Income ETF
FMHI
Stock Holding History
Landmark Wealth Management (New York)’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
$207K
Sell
4,348
-887
-17%
-$42.7K
0.06%
147
2025
Q4
$251K
Buy
5,235
+79
+2%
+$3.79K
0.1%
82
2025
Q3
$245K
Sell
5,156
-429
-8%
-$20K
0.1%
80
2025
Q2
$261K
Buy
5,585
+224
+4%
+$10.5K
0.11%
78
2025
Q1
$256K
Buy
5,361
+437
+9%
+$21.1K
0.11%
70
2024
Q4
$238K
Buy
4,924
+121
+3%
+$5.91K
0.11%
73
2024
Q3
$237K
Buy
4,803
+104
+2%
+$5.09K
0.1%
74
2024
Q2
$227K
Buy
4,699
+29
+0.6%
+$1.39K
0.18%
46
2024
Q1
$225K
Buy
4,670
+16
+0.3%
+$766
0.1%
72
2023
Q4
$222K
Sell
4,654
-1,249
-21%
-$57.1K
0.11%
71
2023
Q3
$266K
Sell
5,903
-5,600
-49%
-$261K
0.15%
61
2023
Q2
$542K
Sell
11,503
-273
-2%
-$12.8K
0.48%
29
2023
Q1
$552K
Buy
11,776
+1,174
+11%
+$55.2K
0.31%
48
2022
Q4
$491K
Buy
10,602
+1,642
+18%
+$75.4K
0.36%
47
2022
Q3
$407K
Buy
+8,960
New
+$430K
0.31%
46
2022
Q2
–
Sell
-432
Closed
-$432
–
92
2022
Q1
$432
Buy
+432
New
+$23.2K
﹤0.01%
131
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
Sign up
Sign in
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
Theme
Close