Principle Wealth Partners’s First Trust Municipal High Income ETF FMHI Stock Holding History

Principle Wealth 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	$10.7M	Sell	224,757 -5,337	-2%	-$257K	0.61%	39
2025 Q4	$11M	Sell	230,094 -57,225	-20%	-$2.74M	0.62%	36
2025 Q3	$13.7M	Sell	287,319 -8,363	-3%	-$390K	0.79%	26
2025 Q2	$13.8M	Sell	295,682 -21,499	-7%	-$1M	0.86%	25
2025 Q1	$15.2M	Sell	317,181 -24,389	-7%	-$1.18M	1.08%	20
2024 Q4	$16.5M	Sell	341,570 -10,062	-3%	-$491K	1.16%	18
2024 Q3	$17.4M	Buy	351,632 +196,412	+127%	+$9.62M	1.23%	17
2024 Q2	$7.5M	Sell	155,220 -4,765	-3%	-$228K	0.57%	46
2024 Q1	$7.71M	Sell	159,985 -9,308	-5%	-$445K	0.6%	43
2023 Q4	$8.07M	Buy	+169,293	New	+$7.74M	0.69%	36
2022 Q4	–	Sell	-7,845	Closed	-$356	–	315
2022 Q3	$356	Sell	7,845 -4,410	-36%	-$212K	0.03%	213
2022 Q2	$582K	Sell	12,255 -172	-1%	-$8.37K	0.07%	180
2022 Q1	$636K	Buy	12,427 +3,360	+37%	+$181K	0.07%	176
2021 Q4	$509K	Buy	+9,067	New	+$507K	0.05%	206

Other funds holding FMHI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 New York $235B AUM 32.99% 1-Year Est. Return

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

SlateStone Wealth Jupiter, Florida $1.31B AUM 26.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Principle Wealth Partners's FMHI Position: Q1 2026 in Review

Principle Wealth Partners reduced its First Trust Municipal High Income ETF (FMHI) stake by 2.3% in Q1 2026, selling an estimated $257K and leaving 224,757 shares worth $10.7M. The position accounts for 0.61% of the portfolio, ranked #39.

Principle Wealth Partners first reported a position in FMHI in Q4 2021 and has held it in 14 quarters since. The position peaked at $17.4M in Q3 2024. 180 funds tracked by Wall St. Rank hold FMHI as of Q1 2026.

Principle Wealth Partners held 224,757 shares of First Trust Municipal High Income ETF worth $10.7M as of Q1 2026.
Principle Wealth Partners sold 5,337 First Trust Municipal High Income ETF shares in Q1 2026, an estimated $257K.
First Trust Municipal High Income ETF made up 0.61% of Principle Wealth Partners's portfolio in Q1 2026, its #39 holding.
Principle Wealth Partners first reported a position in First Trust Municipal High Income ETF in Q4 2021 and has held it in 14 quarters since.
Principle Wealth Partners's First Trust Municipal High Income ETF position peaked at $17.4M in Q3 2024.
180 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q1 2026.

Based on Principle Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.