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Peapack-Gladstone Financial Corp’s First Trust Municipal High Income ETF FMHI Stock Holding History

Peapack-Gladstone Financial Corp’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
-37,784
Closed -$1.81M – 680
2025
Q1 		$1.81M Buy
+37,784
New +$1.83M 0.03% 343

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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

Peapack-Gladstone Financial Corp's FMHI Position: Q2 2025 in Review

Peapack-Gladstone Financial Corp sold out of First Trust Municipal High Income ETF (FMHI) in Q2 2025, closing a stake of 37,784 shares — an estimated $1.81M sold.

Peapack-Gladstone Financial Corp first reported a position in FMHI in Q1 2025 and held it in 1 quarter. The position peaked at $1.81M in Q1 2025. 175 funds tracked by Wall St. Rank hold FMHI as of Q2 2025.

  • Peapack-Gladstone Financial Corp reported no remaining First Trust Municipal High Income ETF position as of Q2 2025 after selling out during the quarter.
  • Peapack-Gladstone Financial Corp sold 37,784 First Trust Municipal High Income ETF shares in Q2 2025, an estimated $1.81M.
  • Peapack-Gladstone Financial Corp first reported a position in First Trust Municipal High Income ETF in Q1 2025 and held it in 1 quarter.
  • Peapack-Gladstone Financial Corp's First Trust Municipal High Income ETF position peaked at $1.81M in Q1 2025.
  • 175 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q2 2025.

Based on Peapack-Gladstone Financial Corp's 13F filing for Q2 2025, filed 14 Aug 2025.