RT
FMHI icon

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

Rockland Trust’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
Q2 		$1.71M Sell
35,296
-521
-1% -$25.1K 0.07% 116
2026
Q1 		$1.7M Sell
35,817
-1,175
-3% -$56.5K 0.07% 114
2025
Q4 		$1.77M Hold
36,992
– – 0.07% 111
2025
Q3 		$1.76M Sell
36,992
-10,527
-22% -$491K 0.07% 116
2025
Q2 		$2.22M Sell
47,519
-5,944
-11% -$278K 0.11% 93
2025
Q1 		$2.56M Sell
53,463
-3,468
-6% -$168K 0.13% 85
2024
Q4 		$2.75M Sell
56,931
-7,738
-12% -$378K 0.14% 86
2024
Q3 		$3.19M Sell
64,669
-3,415
-5% -$167K 0.16% 82
2024
Q2 		$3.29M Sell
68,084
-7,567
-10% -$363K 0.17% 83
2024
Q1 		$3.64M Sell
75,651
-8,406
-10% -$402K 0.19% 77
2023
Q4 		$4.01M Sell
84,057
-76,693
-48% -$3.51M 0.22% 75
2023
Q3 		$7.25M Sell
160,750
-31,289
-16% -$1.46M 0.44% 64
2023
Q2 		$9.05M Sell
192,039
-18,992
-9% -$891K 0.54% 60
2023
Q1 		$9.9M Sell
211,031
-79,132
-27% -$3.72M 0.62% 52
2022
Q4 		$13.4M Sell
290,163
-192,987
-40% -$8.86M 0.85% 42
2022
Q3 		$21.9M Buy
483,150
+194,138
+67% +$9.32M 1.56% 14
2022
Q2 		$13.7M Buy
+289,012
New +$14.1M 0.95% 39

Other funds holding FMHI

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.46B AUM 19.75% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return
HPC
Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
LWA
Lineweaver Wealth Advisors Valley View, Ohio $841M AUM 20.71% 1-Year Est. Return