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Triton Wealth Management’s First Trust Municipal High Income ETF FMHI Stock Holding History

Triton Wealth Management’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 		$1.12M Sell
23,392
-36
-0.2% -$1.73K 0.41% 37
2025
Q4 		$1.13M Sell
23,428
-391
-2% -$18.7K 0.42% 36
2025
Q3 		$1.14M Buy
23,819
+27
+0.1% +$1.26K 0.44% 34
2025
Q2 		$1.09M Buy
+23,792
New +$1.11M 0.47% 28
2024
Q4 		$1.34M Sell
27,851
-753
-3% -$36.8K 0.69% 21
2024
Q3 		$1.41M Buy
28,604
+936
+3% +$45.8K 0.8% 20
2024
Q2 		$1.34M Buy
27,668
+7,741
+39% +$371K 0.79% 19
2024
Q1 		$947K Buy
19,927
+3,098
+18% +$148K 0.66% 22
2023
Q4 		$800K Buy
16,829
+1,094
+7% +$50K 0.53% 23
2023
Q3 		$709K Sell
15,735
-17,462
-53% -$813K 0.48% 26
2023
Q2 		$1.55M Sell
33,197
-29
-0.1% -$1.36K 0.87% 19
2023
Q1 		$1.55M Buy
33,226
+28,830
+656% +$1.36M 0.95% 18
2022
Q4 		$210K Sell
4,396
-150
-3% -$6.89K 0.13% 74
2022
Q3 		$209K Hold
4,546
– – 0.12% 72
2022
Q2 		$224K Sell
4,546
-13,791
-75% -$671K 0.16% 71
2022
Q1 		$1M Hold
18,337
– – 0.52% 21
2021
Q4 		$1M Buy
18,337
+10
+0.1% +$559 0.52% 21
2021
Q3 		$1.02M Buy
18,327
+815
+5% +$46.1K 0.49% 25
2021
Q2 		$992K Sell
17,512
-11
-0.1% -$611 0.57% 25
2021
Q1 		$957K Sell
17,523
-47
-0.3% -$2.56K 0.65% 24
2020
Q4 		$944K Buy
17,570
+10,484
+148% +$551K 0.6% 18
2020
Q3 		$367K Sell
7,086
-1,657
-19% -$85.8K 0.31% 43
2020
Q2 		$453K Sell
8,743
-495
-5% -$24.2K 0.47% 38
2020
Q1 		$441K Buy
+9,238
New +$490K 0.71% 29

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 $59.8B AUM 29.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B 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 $235B 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 $666B AUM 30.12% 1-Year Est. Return

Triton Wealth Management's FMHI Position: Q1 2026 in Review

Triton Wealth Management reduced its First Trust Municipal High Income ETF (FMHI) stake by 0.15% in Q1 2026, selling an estimated $1.73K and leaving 23,392 shares worth $1.12M. The position accounts for 0.41% of the portfolio, ranked #37.

Triton Wealth Management first reported a position in FMHI in Q1 2020 and has held it in 24 quarters since. The position peaked at $1.55M in Q2 2023. 180 funds tracked by Wall St. Rank hold FMHI as of Q1 2026.

  • Triton Wealth Management held 23,392 shares of First Trust Municipal High Income ETF worth $1.12M as of Q1 2026.
  • Triton Wealth Management sold 36 First Trust Municipal High Income ETF shares in Q1 2026, an estimated $1.73K.
  • First Trust Municipal High Income ETF made up 0.41% of Triton Wealth Management's portfolio in Q1 2026, its #37 holding.
  • Triton Wealth Management first reported a position in First Trust Municipal High Income ETF in Q1 2020 and has held it in 24 quarters since.
  • Triton Wealth Management's First Trust Municipal High Income ETF position peaked at $1.55M in Q2 2023.
  • 180 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q1 2026.

Based on Triton Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.