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

Stephens Consulting’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	-1,824	Closed	-$85.2K	–	681
2025 Q2	$85.2K	Hold	1,824	–	–	0.02%	145
2025 Q1	$87.2K	Sell	1,824 -63	-3%	-$3.05K	0.02%	147
2024 Q4	$91.1K	Buy	1,887 +7	+0.4%	+$342	0.02%	150
2024 Q3	$92.9K	Sell	1,880 -14	-0.7%	-$686	0.02%	141
2024 Q2	$91.5K	Sell	1,894 -79	-4%	-$3.79K	0.03%	136
2024 Q1	$95.1K	Hold	1,973	–	–	0.03%	126
2023 Q4	$94.1K	Hold	1,973	–	–	0.03%	123
2023 Q3	$88.9K	Sell	1,973 -497	-20%	-$23.2K	0.04%	123
2023 Q2	$116K	Sell	2,470 -4,101	-62%	-$192K	0.05%	97
2023 Q1	$308K	Buy	+6,571	New	+$309K	0.19%	60

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

Stephens Consulting's FMHI Position: Q3 2025 in Review

Stephens Consulting sold out of First Trust Municipal High Income ETF (FMHI) in Q3 2025, closing a stake of 1,824 shares — an estimated $85.2K sold.

Stephens Consulting first reported a position in FMHI in Q1 2023 and held it in 10 quarters. The position peaked at $308K in Q1 2023. 166 funds tracked by Wall St. Rank hold FMHI as of Q3 2025.

Stephens Consulting reported no remaining First Trust Municipal High Income ETF position as of Q3 2025 after selling out during the quarter.
Stephens Consulting sold 1,824 First Trust Municipal High Income ETF shares in Q3 2025, an estimated $85.2K.
Stephens Consulting first reported a position in First Trust Municipal High Income ETF in Q1 2023 and held it in 10 quarters.
Stephens Consulting's First Trust Municipal High Income ETF position peaked at $308K in Q1 2023.
166 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q3 2025.

Based on Stephens Consulting's 13F filing for Q3 2025, filed 15 Oct 2025.