Wealth Enhancement Advisory Services
FMHI icon

Wealth Enhancement Advisory Services’s First Trust Municipal High Income ETF FMHI Stock Holding History

Wealth Enhancement Advisory Services’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
Q2 		$72.7M Buy
1,503,752
+172,925
+13% +$8.32M 0.12% 149
2026
Q1 		$63.6M Sell
1,330,827
-273,657
-17% -$13.2M 0.14% 145
2025
Q4 		$77M Buy
1,604,484
+51,738
+3% +$2.48M 0.1% 189
2025
Q3 		$73.8M Buy
1,552,746
+84,303
+6% +$3.93M 0.11% 173
2025
Q2 		$68.7M Buy
1,468,443
+165,191
+13% +$7.72M 0.11% 176
2025
Q1 		$62.3M Buy
1,303,252
+151,935
+13% +$7.35M 0.12% 171
2024
Q4 		$55.6M Sell
1,151,317
-370,037
-24% -$18.1M 0.11% 184
2024
Q3 		$75.2M Buy
1,521,354
+59,086
+4% +$2.89M 0.16% 127
2024
Q2 		$70.7M Buy
1,462,268
+34,159
+2% +$1.64M 0.17% 124
2024
Q1 		$68.8M Buy
1,428,109
+44,740
+3% +$2.14M 0.18% 120
2023
Q4 		$66M Buy
1,383,369
+1,006,781
+267% +$46M 0.19% 119
2023
Q3 		$17M Buy
376,588
+365,317
+3,241% +$17M 0.06% 310
2023
Q2 		$531K Buy
+11,271
New +$529K 0.01% 344

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OPAM
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MW
MBL Wealth Charlotte, North Carolina $1.46B AUM 19.75% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return
HPC
Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
LWA
Lineweaver Wealth Advisors Valley View, Ohio $841M AUM 20.71% 1-Year Est. Return