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Silver Oak Securities’s First Trust Municipal High Income ETF FMHI Stock Holding History

Silver Oak Securities’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
Q1 		– Sell
-4,641
Closed -$224K – 671
2024
Q4 		$224K Buy
4,641
+399
+9% +$19.5K 0.02% 570
2024
Q3 		$209K Buy
+4,242
New +$208K 0.02% 484

Other funds holding FMHI

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
PWP
Principle Wealth Partners Madison, Connecticut $1.75B AUM 21.63% 1-Year Est. Return
FPGK
Financial Partners Group (Kansas) Overland Park, Kansas $836M AUM 21.04% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Silver Oak Securities's FMHI Position: Q1 2025 in Review

Silver Oak Securities sold out of First Trust Municipal High Income ETF (FMHI) in Q1 2025, closing a stake of 4,641 shares — an estimated $224K sold.

Silver Oak Securities first reported a position in FMHI in Q3 2024 and held it in 2 quarters. The position peaked at $224K in Q4 2024. 170 funds tracked by Wall St. Rank hold FMHI as of Q1 2025.

  • Silver Oak Securities reported no remaining First Trust Municipal High Income ETF position as of Q1 2025 after selling out during the quarter.
  • Silver Oak Securities sold 4,641 First Trust Municipal High Income ETF shares in Q1 2025, an estimated $224K.
  • Silver Oak Securities first reported a position in First Trust Municipal High Income ETF in Q3 2024 and held it in 2 quarters.
  • Silver Oak Securities's First Trust Municipal High Income ETF position peaked at $224K in Q4 2024.
  • 170 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q1 2025.

Based on Silver Oak Securities's 13F filing for Q1 2025, filed 21 Apr 2025.