SWP
FMHI icon

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

Summit 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
Q1 		$685K Hold
14,401
– – 0.11% 131
2025
Q4 		$690K Hold
14,401
– – 0.13% 104
2025
Q3 		$684K Sell
14,401
-64
-0.4% -$2.98K 0.12% 113
2025
Q2 		$676K Hold
14,465
– – 0.13% 107
2025
Q1 		$692K Hold
14,465
– – 0.14% 103
2024
Q4 		$699K Buy
14,465
+3,480
+32% +$170K 0.14% 100
2024
Q3 		$543K Sell
10,985
-863
-7% -$42.3K 0.1% 134
2024
Q2 		$572K Buy
11,848
+620
+6% +$29.7K 0.12% 122
2024
Q1 		$541K Hold
11,228
– – 0.12% 123
2023
Q4 		$535K Buy
+11,228
New +$513K 0.12% 113

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 $45.5B AUM 21.01% 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