Westside Investment Management’s First Trust Municipal High Income ETF FMHI Stock Holding History

Westside Investment 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 Q2	$221K	Sell	4,552 -348	-7%	-$16.8K	0.03%	294
2026 Q1	$233K	Hold	4,900	–	–	0.04%	279
2025 Q4	$235K	Sell	4,900 -100	-2%	-$4.79K	0.04%	256
2025 Q3	$238K	Hold	5,000	–	–	0.04%	257
2025 Q2	$234K	Hold	5,000	–	–	0.04%	236
2025 Q1	$239K	Hold	5,000	–	–	0.05%	216
2024 Q4	$241K	Buy	5,000 +2,500	+100%	+$122K	0.05%	211
2024 Q3	$124K	Hold	2,500	–	–	0.03%	288
2024 Q2	$121K	Hold	2,500	–	–	0.03%	283
2024 Q1	$120K	Buy	2,500 +1,000	+67%	+$47.9K	0.03%	275
2023 Q4	$71.5K	Hold	1,500	–	–	0.02%	315
2023 Q3	$67.6K	Hold	1,500	–	–	0.02%	312
2023 Q2	$70.7K	Sell	1,500 -300	-17%	-$14.1K	0.02%	311
2023 Q1	$84.4K	Hold	1,800	–	–	0.02%	290
2022 Q4	$83	Buy	+1,800	New	+$82.6K	﹤0.01%	372

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

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

LPL Financial San Diego, California $445B AUM 25.58% 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

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

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

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

FPGK

Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return

Westside Investment Management's FMHI Position: Q2 2026 in Review

Westside Investment Management reduced its First Trust Municipal High Income ETF (FMHI) stake by 7.1% in Q2 2026, selling an estimated $16.8K and leaving 4,552 shares worth $221K. The position accounts for 0.03% of the portfolio, ranked #294.

Westside Investment Management first reported a position in FMHI in Q4 2022 and has held it in 15 quarters since. The position peaked at $241K in Q4 2024. 191 funds tracked by Wall St. Rank hold FMHI as of Q2 2026.

Westside Investment Management held 4,552 shares of First Trust Municipal High Income ETF worth $221K as of Q2 2026.
Westside Investment Management sold 348 First Trust Municipal High Income ETF shares in Q2 2026, an estimated $16.8K.
First Trust Municipal High Income ETF made up 0.03% of Westside Investment Management's portfolio in Q2 2026, its #294 holding.
Westside Investment Management first reported a position in First Trust Municipal High Income ETF in Q4 2022 and has held it in 15 quarters since.
Westside Investment Management's First Trust Municipal High Income ETF position peaked at $241K in Q4 2024.
191 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.