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NWAM LLC’s First Trust Municipal High Income ETF FMHI Stock Holding History

NWAM LLC’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
Q2 		– Sell
-24,777
Closed -$1.18M – 624
2025
Q1 		$1.18M Buy
24,777
+7,634
+45% +$369K 0.1% 188
2024
Q4 		$828K Buy
+17,143
New +$837K 0.05% 292

Other funds holding FMHI

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
MAS
Meeder Advisory Services Dublin, Ohio $2.39B AUM 23.78% 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
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

NWAM LLC's FMHI Position: Q2 2025 in Review

NWAM LLC sold out of First Trust Municipal High Income ETF (FMHI) in Q2 2025, closing a stake of 24,777 shares — an estimated $1.18M sold.

NWAM LLC first reported a position in FMHI in Q4 2024 and held it in 2 quarters. The position peaked at $1.18M in Q1 2025. 175 funds tracked by Wall St. Rank hold FMHI as of Q2 2025.

  • NWAM LLC reported no remaining First Trust Municipal High Income ETF position as of Q2 2025 after selling out during the quarter.
  • NWAM LLC sold 24,777 First Trust Municipal High Income ETF shares in Q2 2025, an estimated $1.18M.
  • NWAM LLC first reported a position in First Trust Municipal High Income ETF in Q4 2024 and held it in 2 quarters.
  • NWAM LLC's First Trust Municipal High Income ETF position peaked at $1.18M in Q1 2025.
  • 175 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q2 2025.

Based on NWAM LLC's 13F filing for Q2 2025, filed 7 Aug 2025.