Wealthcare Advisory Partners’s First Trust Municipal High Income ETF FMHI Stock Holding History

Wealthcare Advisory 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
2025 Q4	–	Sell	-8,400	Closed	-$399K	–	1086
2025 Q3	$399K	Hold	8,400	–	–	0.01%	741
2025 Q2	$392K	Hold	8,400	–	–	0.01%	710
2025 Q1	$402K	Hold	8,400	–	–	0.01%	641
2024 Q4	$406K	Hold	8,400	–	–	0.01%	625
2024 Q3	$415K	Hold	8,400	–	–	0.01%	613
2024 Q2	$406K	Hold	8,400	–	–	0.01%	581
2024 Q1	$405K	Buy	8,400 +4,200	+100%	+$201K	0.01%	583
2023 Q4	$200K	Buy	+4,200	New	+$192K	0.01%	719

Other funds holding FMHI

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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

Wealthcare Advisory Partners's FMHI Position: Q4 2025 in Review

Wealthcare Advisory Partners sold out of First Trust Municipal High Income ETF (FMHI) in Q4 2025, closing a stake of 8,400 shares — an estimated $399K sold.

Wealthcare Advisory Partners first reported a position in FMHI in Q4 2023 and held it in 8 quarters. The position peaked at $415K in Q3 2024. 178 funds tracked by Wall St. Rank hold FMHI as of Q4 2025.

Wealthcare Advisory Partners reported no remaining First Trust Municipal High Income ETF position as of Q4 2025 after selling out during the quarter.
Wealthcare Advisory Partners sold 8,400 First Trust Municipal High Income ETF shares in Q4 2025, an estimated $399K.
Wealthcare Advisory Partners first reported a position in First Trust Municipal High Income ETF in Q4 2023 and held it in 8 quarters.
Wealthcare Advisory Partners's First Trust Municipal High Income ETF position peaked at $415K in Q3 2024.
178 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q4 2025.

Based on Wealthcare Advisory Partners's 13F filing for Q4 2025, filed 14 Jan 2026.