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

ShoreHaven 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 Q2	$1.62M	Sell	33,442 -645	-2%	-$31K	0.51%	42
2026 Q1	$1.62M	Sell	34,087 -15,773	-32%	-$759K	0.58%	39
2025 Q4	$2.39M	Buy	49,860 +4,319	+9%	+$207K	0.86%	27
2025 Q3	$2.16M	Buy	45,541 +19,644	+76%	+$916K	0.8%	29
2025 Q2	$1.21M	Sell	25,897 -10,532	-29%	-$492K	0.5%	45
2025 Q1	$1.74M	Buy	36,429 +10,896	+43%	+$527K	0.83%	32
2024 Q4	$1.23M	Sell	25,533 -3,784	-13%	-$185K	0.58%	36
2024 Q3	$1.45M	Sell	29,317 -1,160	-4%	-$56.8K	0.7%	33
2024 Q2	$1.47M	Buy	30,477 +428	+1%	+$20.5K	0.77%	31
2024 Q1	$1.45M	Buy	30,049 +6,612	+28%	+$316K	0.8%	32
2023 Q4	$1.12M	Buy	23,437 +1,054	+5%	+$48.2K	0.68%	36
2023 Q3	$1.01M	Buy	+22,383	New	+$1.04M	0.69%	31
2023 Q2	–	Sell	-15,899	Closed	-$746K	–	70
2023 Q1	$746K	Buy	+15,899	New	+$748K	0.52%	39
2022 Q4	–	Sell	-22,971	Closed	-$1.04M	–	78
2022 Q3	$1.04M	Buy	22,971 +23	+0.1%	+$1.1K	0.8%	32
2022 Q2	$1.09M	Buy	+22,948	New	+$1.12M	0.78%	33

Other funds holding FMHI

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Lineweaver Wealth Advisors Valley View, Ohio $841M AUM 20.71% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return