Prospera Financial Services
FMHI icon

Prospera Financial Services’s First Trust Municipal High Income ETF FMHI Stock Holding History

Prospera Financial Services’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
Q3 		$403K Buy
8,719
+775
+10% +$36.6K 0.01% 1139
2026
Q2 		$385K Sell
7,944
-33
-0.4% -$1.59K 0.01% 1146
2026
Q1 		$379K Buy
7,977
+567
+8% +$27.3K 0.01% 1113
2025
Q4 		$355K Sell
7,410
-4,120
-36% -$197K 0.01% 1076
2025
Q3 		$548K Sell
11,530
-609
-5% -$28.4K 0.01% 901
2025
Q2 		$567K Sell
12,139
-10,763
-47% -$503K 0.01% 860
2025
Q1 		$1.09M Buy
22,902
+5,864
+34% +$284K 0.03% 541
2024
Q4 		$823K Buy
17,038
+893
+6% +$43.6K 0.02% 599
2024
Q3 		$798K Buy
16,145
+8,435
+109% +$413K 0.02% 567
2024
Q2 		$373K Buy
7,710
+32
+0.4% +$1.53K 0.01% 826
2024
Q1 		$370K Sell
7,678
-569
-7% -$27.2K 0.01% 820
2023
Q4 		$393K Buy
8,247
+3,803
+86% +$174K 0.01% 736
2023
Q3 		$200K Buy
4,444
+19
+0.4% +$885 0.01% 951
2023
Q2 		$208K Buy
4,425
+17
+0.4% +$797 0.01% 936
2023
Q1 		$207K Buy
+4,408
New +$207K 0.01% 894
2022
Q3 		– Sell
-3,373
Closed -$160K – 1099
2022
Q2 		$160K Sell
3,373
-7,619
-69% -$371K 0.01% 786
2022
Q1 		$563K Buy
10,992
+6,050
+122% +$325K 0.02% 562
2021
Q4 		$277K Buy
4,942
+312
+7% +$17.4K 0.01% 735
2021
Q3 		$258K Buy
+4,630
New +$262K 0.01% 699
2021
Q1 		– Sell
-5,691
Closed -$305K – 756
2020
Q4 		$305K Buy
5,691
+5,031
+762% +$264K 0.02% 534
2020
Q3 		$34K Sell
660
-5,780
-90% -$299K 0.01% 745
2020
Q2 		$327K Buy
6,440
+33
+0.5% +$1.62K 0.03% 421
2020
Q1 		$315K Sell
6,407
-1,200
-16% -$63.7K 0.03% 384
2019
Q4 		$406K Buy
7,607
+470
+7% +$25K 0.03% 418
2019
Q3 		$380K Buy
7,137
+169
+2% +$8.96K 0.04% 378
2019
Q2 		$365K Buy
+6,968
New +$361K 0.04% 355
2019
Q1 		– Sell
-4,614
Closed -$231K – 355
2018
Q4 		$231K Buy
+4,614
New +$230K 0.05% 340

Other funds holding FMHI

Wealth Enhancement Advisory Services
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Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Meeder Advisory Services
Meeder Advisory Services Dublin, Ohio $2.96B AUM 25.02% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
SlateStone Wealth
SlateStone Wealth Jupiter, Florida $1.32B AUM 18.83% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Manhattan West Asset Management
Manhattan West Asset Management Los Angeles, California $606M AUM 13.45% 1-Year Est. Return

Prospera Financial Services's FMHI Position: Q3 2026 in Review

Prospera Financial Services increased its First Trust Municipal High Income ETF (FMHI) stake by 9.8% in Q3 2026, buying an estimated $36.6K and bringing the position to 8,719 shares worth $403K. The position accounts for 0.01% of the portfolio, ranked #1139.

Prospera Financial Services first reported a position in FMHI in Q4 2018 and has held it in 27 quarters since. The position peaked at $1.09M in Q1 2025. 167 funds tracked by Wall St. Rank hold FMHI as of Q3 2026.

  • Prospera Financial Services held 8,719 shares of First Trust Municipal High Income ETF worth $403K as of Q3 2026.
  • Prospera Financial Services bought 775 First Trust Municipal High Income ETF shares in Q3 2026, an estimated $36.6K.
  • First Trust Municipal High Income ETF made up 0.01% of Prospera Financial Services's portfolio in Q3 2026, its #1139 holding.
  • Prospera Financial Services first reported a position in First Trust Municipal High Income ETF in Q4 2018 and has held it in 27 quarters since.
  • Prospera Financial Services's First Trust Municipal High Income ETF position peaked at $1.09M in Q1 2025.
  • 167 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q3 2026.

Based on Prospera Financial Services's 13F filing for Q3 2026, filed 4 Nov 2026.