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LFAS
Level Four Advisory Services’s
First Trust Municipal High Income ETF
FMHI
Stock Holding History
Level Four Advisory Services’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
$294K
Buy
6,182
+195
+3%
+$9.38K
0.01%
723
2025
Q4
$287K
Sell
5,987
-659
-10%
-$31.6K
0.01%
705
2025
Q3
$316K
Buy
6,646
+28
+0.4%
+$1.31K
0.01%
656
2025
Q2
$309K
Sell
6,618
-47
-0.7%
-$2.19K
0.01%
644
2025
Q1
$319K
Buy
6,665
+1,891
+40%
+$91.5K
0.01%
618
2024
Q4
$231K
Sell
4,774
-338
-7%
-$16.5K
0.01%
692
2024
Q3
$248K
Buy
5,112
+899
+21%
+$44K
0.01%
684
2024
Q2
$204K
Buy
+4,213
New
+$202K
0.01%
703
2021
Q1
–
Sell
-4,008
Closed
-$215K
–
642
2020
Q4
$215K
Hold
4,008
–
–
0.02%
546
2020
Q3
$207K
Sell
4,008
-2,701
-40%
-$140K
0.02%
510
2020
Q2
$341K
Buy
6,709
+2,487
+59%
+$122K
0.03%
435
2020
Q1
$207K
Buy
4,222
+277
+7%
+$14.7K
0.02%
451
2019
Q4
$211K
Hold
3,945
–
–
0.01%
535
2019
Q3
$210K
Hold
3,945
–
–
0.02%
471
2019
Q2
$206K
Buy
+3,945
New
+$204K
0.02%
503
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$1.37T AUM
24.88%
1-Year Est. Return
MAS
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$2.39B AUM
23.78%
1-Year Est. Return
Citigroup
New York
$157B AUM
32.99%
1-Year Est. Return
Cetera Investment Advisers
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$94B AUM
20.14%
1-Year Est. Return
SW
SlateStone Wealth
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$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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