Socha Financial Group’s First Trust Municipal High Income ETF FMHI Stock Holding History

Socha Financial Group’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	-6,386	Closed	-$308K	–	23
2024 Q4	$308K	Sell	6,386 -12,468	-66%	-$609K	0.14%	19
2024 Q3	$931K	Buy	18,854 +568	+3%	+$27.8K	0.4%	10
2024 Q2	$884K	Sell	18,286 -189	-1%	-$9.06K	0.41%	9
2024 Q1	$890K	Buy	18,475 +572	+3%	+$27.4K	0.39%	13
2023 Q4	$854K	Buy	17,903 +457	+3%	+$20.9K	0.41%	12
2023 Q3	$786K	Sell	17,446 -1	-0%	-$47	0.42%	12
2023 Q2	$822K	Buy	17,447 +47	+0.3%	+$2.2K	0.43%	13
2023 Q1	$816K	Buy	17,400 +488	+3%	+$23K	0.53%	10
2022 Q4	$783K	Buy	+16,912	New	+$777K	0.56%	11

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

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

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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Socha Financial Group's FMHI Position: Q1 2025 in Review

Socha Financial Group sold out of First Trust Municipal High Income ETF (FMHI) in Q1 2025, closing a stake of 6,386 shares — an estimated $308K sold.

Socha Financial Group first reported a position in FMHI in Q4 2022 and held it in 9 quarters. The position peaked at $931K in Q3 2024. 170 funds tracked by Wall St. Rank hold FMHI as of Q1 2025.

Socha Financial Group reported no remaining First Trust Municipal High Income ETF position as of Q1 2025 after selling out during the quarter.
Socha Financial Group sold 6,386 First Trust Municipal High Income ETF shares in Q1 2025, an estimated $308K.
Socha Financial Group first reported a position in First Trust Municipal High Income ETF in Q4 2022 and held it in 9 quarters.
Socha Financial Group's First Trust Municipal High Income ETF position peaked at $931K in Q3 2024.
170 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q1 2025.

Based on Socha Financial Group's 13F filing for Q1 2025, filed 25 Apr 2025.