Perissos Private Wealth Management’s First Trust Municipal High Income ETF FMHI Stock Holding History

Perissos Private Wealth Management’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	-34,483	Closed	-$1.65M	–	75
2025 Q1	$1.65M	Buy	34,483 +217	+0.6%	+$10.5K	1.5%	23
2024 Q4	$1.65M	Sell	34,266 -150	-0.4%	-$7.32K	1.24%	27
2024 Q3	$1.7M	Sell	34,416 -4,453	-11%	-$218K	1.37%	23
2024 Q2	$1.88M	Buy	38,869 +8,717	+29%	+$418K	1.68%	18
2024 Q1	$1.45M	Buy	+30,152	New	+$1.44M	1.32%	25

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

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

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

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

Perissos Private Wealth Management's FMHI Position: Q2 2025 in Review

Perissos Private Wealth Management sold out of First Trust Municipal High Income ETF (FMHI) in Q2 2025, closing a stake of 34,483 shares — an estimated $1.65M sold.

Perissos Private Wealth Management first reported a position in FMHI in Q1 2024 and held it in 5 quarters. The position peaked at $1.88M in Q2 2024. 175 funds tracked by Wall St. Rank hold FMHI as of Q2 2025.

Perissos Private Wealth Management reported no remaining First Trust Municipal High Income ETF position as of Q2 2025 after selling out during the quarter.
Perissos Private Wealth Management sold 34,483 First Trust Municipal High Income ETF shares in Q2 2025, an estimated $1.65M.
Perissos Private Wealth Management first reported a position in First Trust Municipal High Income ETF in Q1 2024 and held it in 5 quarters.
Perissos Private Wealth Management's First Trust Municipal High Income ETF position peaked at $1.88M in Q2 2024.
175 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q2 2025.

Based on Perissos Private Wealth Management's 13F filing for Q2 2025, filed 31 Jul 2025.