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Platform Technology Partners’s First Trust Municipal High Income ETF FMHI Stock Holding History

Platform Technology Partners’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
2026
Q1 		$906K Buy
19,066
+6
+0% +$289 0.17% 117
2025
Q4 		$914K Sell
19,060
-24,861
-57% -$1.19M 0.19% 111
2025
Q3 		$2.09M Sell
43,921
-5,486
-11% -$256K 0.5% 51
2025
Q2 		$2.31M Sell
49,407
-9,922
-17% -$463K 0.6% 42
2025
Q1 		$2.84M Sell
59,329
-1,000
-2% -$48.4K 0.83% 30
2024
Q4 		$2.91M Buy
60,329
+831
+1% +$40.6K 0.88% 28
2024
Q3 		$2.94M Buy
59,498
+1,049
+2% +$51.4K 0.92% 22
2024
Q2 		$2.82M Buy
+58,449
New +$2.8M 0.97% 22
2023
Q4 		$2.8M Buy
58,402
+593
+1% +$27.1K 1.09% 17
2023
Q3 		$2.61M Buy
57,809
+789
+1% +$36.8K 1.22% 16
2023
Q2 		$2.68M Buy
57,020
+182
+0.3% +$8.54K 1.26% 14
2023
Q1 		$2.67M Buy
56,838
+273
+0.5% +$12.8K 1.32% 12
2022
Q4 		$2.62M Buy
56,565
+3,856
+7% +$177K 1.35% 14
2022
Q3 		$2.39M Buy
52,709
+8,542
+19% +$410K 1.36% 13
2022
Q2 		$2.1M Buy
44,167
+12,206
+38% +$594K 1.15% 19
2022
Q1 		$1.64M Buy
31,961
+7,826
+32% +$421K 0.79% 33
2021
Q4 		$1.35M Buy
24,135
+123
+0.5% +$6.87K 0.6% 41
2021
Q3 		$1.34M Buy
24,012
+337
+1% +$19.1K 0.61% 40
2021
Q2 		$1.33M Buy
+23,675
New +$1.32M 0.55% 49
2020
Q4 		$978K Buy
18,202
+3,621
+25% +$190K 0.48% 56
2020
Q3 		$755K Buy
14,581
+1,981
+16% +$103K 0.46% 57
2020
Q2 		$640K Buy
+12,600
New +$617K 0.45% 61

Other funds holding FMHI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MAS
Meeder Advisory Services Dublin, Ohio $2.39B AUM 23.78% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SW
SlateStone Wealth Jupiter, Florida $1.21B AUM 21.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Platform Technology Partners's FMHI Position: Q1 2026 in Review

Platform Technology Partners increased its First Trust Municipal High Income ETF (FMHI) stake by 0.03% in Q1 2026, buying an estimated $289 and bringing the position to 19,066 shares worth $906K. The position accounts for 0.17% of the portfolio, ranked #117.

Platform Technology Partners first reported a position in FMHI in Q2 2020 and has held it in 22 quarters since. The position peaked at $2.94M in Q3 2024. 180 funds tracked by Wall St. Rank hold FMHI as of Q1 2026.

  • Platform Technology Partners held 19,066 shares of First Trust Municipal High Income ETF worth $906K as of Q1 2026.
  • Platform Technology Partners bought 6 First Trust Municipal High Income ETF shares in Q1 2026, an estimated $289.
  • First Trust Municipal High Income ETF made up 0.17% of Platform Technology Partners's portfolio in Q1 2026, its #117 holding.
  • Platform Technology Partners first reported a position in First Trust Municipal High Income ETF in Q2 2020 and has held it in 22 quarters since.
  • Platform Technology Partners's First Trust Municipal High Income ETF position peaked at $2.94M in Q3 2024.
  • 180 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q1 2026.

Based on Platform Technology Partners's 13F filing for Q1 2026, filed 27 Apr 2026.