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Principal Securities’s First Trust Municipal High Income ETF FMHI Stock Holding History

Principal Securities’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
Q4 		– Sell
-267
Closed -$12.7K – 2117
2025
Q3 		$12.7K Buy
267
+79
+42% +$3.69K ﹤0.01% 2622
2025
Q2 		$8.78K Sell
188
-46
-20% -$2.15K ﹤0.01% 2659
2025
Q1 		$11.3K Hold
234
– – ﹤0.01% 2470
2024
Q4 		$11.3K Buy
+234
New +$11.4K ﹤0.01% 2466
2024
Q1 		– Sell
-1,010
Closed -$48.2K – 3350
2023
Q4 		$48.2K Buy
+1,010
New +$46.2K ﹤0.01% 1507

Other funds holding FMHI

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MAS
Meeder Advisory Services Dublin, Ohio $2.73B AUM 32.21% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Principal Securities's FMHI Position: Q4 2025 in Review

Principal Securities sold out of First Trust Municipal High Income ETF (FMHI) in Q4 2025, closing a stake of 267 shares — an estimated $12.7K sold.

Principal Securities first reported a position in FMHI in Q4 2023 and held it in 5 quarters. The position peaked at $48.2K in Q4 2023. 178 funds tracked by Wall St. Rank hold FMHI as of Q4 2025.

  • Principal Securities reported no remaining First Trust Municipal High Income ETF position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 267 First Trust Municipal High Income ETF shares in Q4 2025, an estimated $12.7K.
  • Principal Securities first reported a position in First Trust Municipal High Income ETF in Q4 2023 and held it in 5 quarters.
  • Principal Securities's First Trust Municipal High Income ETF position peaked at $48.2K in Q4 2023.
  • 178 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.