Pathway Financial Advisers’s First Trust Municipal High Income ETF FMHI Stock Holding History

Pathway Financial Advisers’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 Q1	–	Sell	-188	Closed	-$9.06K	–	246
2024 Q4	$9.06K	Hold	188	–	–	﹤0.01%	364
2024 Q3	$9.27K	Hold	188	–	–	﹤0.01%	299
2024 Q2	$9.06K	Buy	188 +1	+0.5%	+$48	﹤0.01%	350
2024 Q1	$9.04K	Sell	187 -1	-0.5%	-$48	﹤0.01%	356
2023 Q4	$8.94K	Hold	188	–	–	﹤0.01%	372
2023 Q3	$8.45K	Buy	+188	New	+$8.76K	﹤0.01%	380
2023 Q1	$8.79K	Hold	188	–	–	﹤0.01%	400
2022 Q4	$8.68K	Buy	+188	New	+$8.63K	﹤0.01%	441

Other funds holding FMHI

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

PWP

Principle Wealth Partners Madison, Connecticut $1.75B AUM 21.63% 1-Year Est. Return

FPGK

Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Pathway Financial Advisers's FMHI Position: Q1 2025 in Review

Pathway Financial Advisers sold out of First Trust Municipal High Income ETF (FMHI) in Q1 2025, closing a stake of 188 shares — an estimated $9.06K sold.

Pathway Financial Advisers first reported a position in FMHI in Q4 2022 and held it in 8 quarters. The position peaked at $9.27K in Q3 2024. 170 funds tracked by Wall St. Rank hold FMHI as of Q1 2025.

Pathway Financial Advisers reported no remaining First Trust Municipal High Income ETF position as of Q1 2025 after selling out during the quarter.
Pathway Financial Advisers sold 188 First Trust Municipal High Income ETF shares in Q1 2025, an estimated $9.06K.
Pathway Financial Advisers first reported a position in First Trust Municipal High Income ETF in Q4 2022 and held it in 8 quarters.
Pathway Financial Advisers's First Trust Municipal High Income ETF position peaked at $9.27K in Q3 2024.
170 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q1 2025.

Based on Pathway Financial Advisers's 13F filing for Q1 2025, filed 9 May 2025.