SeaCrest Wealth Management’s First Trust Municipal High Income ETF FMHI Stock Holding History

SeaCrest Wealth Management’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 Q3	–	Sell	-4,558	Closed	-$213K	–	648
2025 Q2	$213K	Hold	4,558	–	–	0.02%	561
2025 Q1	$218K	Hold	4,558	–	–	0.02%	595
2024 Q4	$220K	Hold	4,558	–	–	0.02%	596
2024 Q3	$225K	Buy	+4,558	New	+$223K	0.02%	581
2022 Q3	–	Sell	-1,342	Closed	-$64K	–	922
2022 Q2	$64K	Buy	+1,342	New	+$65.3K	0.01%	1022

Other funds holding FMHI

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

PWP

Principle Wealth Partners Madison, Connecticut $1.75B AUM 21.63% 1-Year Est. Return

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

SeaCrest Wealth Management's FMHI Position: Q3 2025 in Review

SeaCrest Wealth Management sold out of First Trust Municipal High Income ETF (FMHI) in Q3 2025, closing a stake of 4,558 shares — an estimated $213K sold.

SeaCrest Wealth Management first reported a position in FMHI in Q2 2022 and held it in 5 quarters. The position peaked at $225K in Q3 2024. 166 funds tracked by Wall St. Rank hold FMHI as of Q3 2025.

SeaCrest Wealth Management reported no remaining First Trust Municipal High Income ETF position as of Q3 2025 after selling out during the quarter.
SeaCrest Wealth Management sold 4,558 First Trust Municipal High Income ETF shares in Q3 2025, an estimated $213K.
SeaCrest Wealth Management first reported a position in First Trust Municipal High Income ETF in Q2 2022 and held it in 5 quarters.
SeaCrest Wealth Management's First Trust Municipal High Income ETF position peaked at $225K in Q3 2024.
166 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q3 2025.

Based on SeaCrest Wealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.