Visionary Wealth Advisors’s First Trust Municipal High Income ETF FMHI Stock Holding History

Visionary Wealth Advisors’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 Q4	–	Sell	-26,359	Closed	-$1.25M	–	614
2025 Q3	$1.25M	Sell	26,359 -30,570	-54%	-$1.43M	0.06%	247
2025 Q2	$2.66M	Sell	56,929 -4,334	-7%	-$202K	0.14%	165
2025 Q1	$2.93M	Sell	61,263 -11,353	-16%	-$549K	0.18%	138
2024 Q4	$3.51M	Buy	72,616 +14,058	+24%	+$686K	0.21%	123
2024 Q3	$2.89M	Buy	58,558 +376	+0.6%	+$18.4K	0.18%	130
2024 Q2	$2.81M	Buy	58,182 +2,202	+4%	+$106K	0.18%	134
2024 Q1	$2.7M	Buy	55,980 +1,425	+3%	+$68.2K	0.18%	136
2023 Q4	$2.6M	Buy	54,555 +8,706	+19%	+$398K	0.19%	131
2023 Q3	$2.07M	Sell	45,849 -5,229	-10%	-$244K	0.17%	139
2023 Q2	$2.41M	Buy	+51,078	New	+$2.4M	0.19%	126

Other funds holding FMHI

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MAS

Meeder Advisory Services Dublin, Ohio $2.73B AUM 32.21% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Visionary Wealth Advisors's FMHI Position: Q4 2025 in Review

Visionary Wealth Advisors sold out of First Trust Municipal High Income ETF (FMHI) in Q4 2025, closing a stake of 26,359 shares — an estimated $1.25M sold.

Visionary Wealth Advisors first reported a position in FMHI in Q2 2023 and held it in 10 quarters. The position peaked at $3.51M in Q4 2024. 178 funds tracked by Wall St. Rank hold FMHI as of Q4 2025.

Visionary Wealth Advisors reported no remaining First Trust Municipal High Income ETF position as of Q4 2025 after selling out during the quarter.
Visionary Wealth Advisors sold 26,359 First Trust Municipal High Income ETF shares in Q4 2025, an estimated $1.25M.
Visionary Wealth Advisors first reported a position in First Trust Municipal High Income ETF in Q2 2023 and held it in 10 quarters.
Visionary Wealth Advisors's First Trust Municipal High Income ETF position peaked at $3.51M in Q4 2024.
178 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q4 2025.

Based on Visionary Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.