Pineridge Advisors’s First Trust Municipal High Income ETF FMHI Stock Holding History

Pineridge Advisors’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 Q3	$96.8K	Sell	2,038 -1,598	-44%	-$74.5K	0.03%	81
2025 Q2	$170K	Sell	3,636 -169	-4%	-$7.89K	0.06%	51
2025 Q1	$182K	Buy	3,805 +38	+1%	+$1.84K	0.07%	46
2024 Q4	$182K	Sell	3,767 -1,686	-31%	-$82.3K	0.07%	55
2024 Q3	$269K	Sell	5,453 -936	-15%	-$45.8K	0.1%	51
2024 Q2	$309K	Sell	6,389 -993	-13%	-$47.6K	0.11%	50
2024 Q1	$356K	Sell	7,382 -889	-11%	-$42.5K	0.13%	41
2023 Q4	$394K	Buy	+8,271	New	+$378K	0.13%	43

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

MAS

Meeder Advisory Services Dublin, Ohio $2.39B AUM 23.78% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Pineridge Advisors's FMHI Position: Q3 2025 in Review

Pineridge Advisors reduced its First Trust Municipal High Income ETF (FMHI) stake by 44% in Q3 2025, selling an estimated $74.5K and leaving 2,038 shares worth $96.8K. The position accounts for 0.03% of the portfolio, ranked #81.

Pineridge Advisors first reported a position in FMHI in Q4 2023 and has held it in 8 quarters since. The position peaked at $394K in Q4 2023. 166 funds tracked by Wall St. Rank hold FMHI as of Q3 2025.

Pineridge Advisors held 2,038 shares of First Trust Municipal High Income ETF worth $96.8K as of Q3 2025.
Pineridge Advisors sold 1,598 First Trust Municipal High Income ETF shares in Q3 2025, an estimated $74.5K.
First Trust Municipal High Income ETF made up 0.03% of Pineridge Advisors's portfolio in Q3 2025, its #81 holding.
Pineridge Advisors first reported a position in First Trust Municipal High Income ETF in Q4 2023 and has held it in 8 quarters since.
Pineridge Advisors's First Trust Municipal High Income ETF position peaked at $394K in Q4 2023.
166 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q3 2025.

Based on Pineridge Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.