SI
FMHI icon

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

Stephens Inc’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
Q1 		$1.55M Sell
32,678
-13,060
-29% -$628K 0.02% 535
2025
Q4 		$2.19M Sell
45,738
-14,891
-25% -$714K 0.03% 461
2025
Q3 		$2.88M Sell
60,629
-7,880
-12% -$368K 0.04% 404
2025
Q2 		$3.2M Hold
68,509
– – 0.04% 358
2025
Q1 		$3.28M Hold
68,509
– – 0.05% 348
2024
Q4 		$3.31M Sell
68,509
-1,400
-2% -$68.4K 0.05% 334
2024
Q3 		$3.45M Buy
69,909
+39,809
+132% +$1.95M 0.05% 331
2024
Q2 		$1.45M Hold
30,100
– – 0.02% 499
2024
Q1 		$1.45M Hold
30,100
– – 0.02% 489
2023
Q4 		$1.44M Hold
30,100
– – 0.02% 465
2023
Q3 		$1.36M Sell
30,100
-500
-2% -$23.3K 0.03% 468
2023
Q2 		$1.44M Buy
+30,600
New +$1.43M 0.03% 458

Other funds holding FMHI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MAS
Meeder Advisory Services Dublin, Ohio $2.39B AUM 23.78% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SW
SlateStone Wealth Jupiter, Florida $1.21B AUM 21.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return