AF
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Advisornet Financial’s First Trust Municipal High Income ETF FMHI Stock Holding History

Advisornet Financial’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 		$547K Sell
11,285
-38
-0.3% -$1.83K 0.03% 389
2026
Q1 		$538K Sell
11,323
-26
-0.2% -$1.25K 0.03% 369
2025
Q4 		$544K Sell
11,349
-165
-1% -$7.91K 0.03% 366
2025
Q3 		$547K Sell
11,514
-463
-4% -$21.6K 0.03% 352
2025
Q2 		$559K Sell
11,977
-726
-6% -$33.9K 0.04% 344
2025
Q1 		$607K Buy
12,703
+1,004
+9% +$48.6K 0.05% 314
2024
Q4 		$565K Buy
11,699
+481
+4% +$23.5K 0.05% 290
2024
Q3 		$554K Buy
11,218
+199
+2% +$9.75K 0.04% 311
2024
Q2 		$532K Buy
11,019
+96
+0.9% +$4.6K 0.05% 293
2024
Q1 		$526K Buy
10,923
+33
+0.3% +$1.58K 0.05% 294
2023
Q4 		$519K Buy
10,890
+6,990
+179% +$320K 0.05% 310
2023
Q3 		$176K Buy
3,900
+3,660
+1,525% +$170K 0.02% 478
2023
Q2 		$11.3K Buy
+240
New +$11.3K ﹤0.01% 1288

Other funds holding FMHI

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
UBS Group
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

Advisornet Financial's FMHI Position: Q2 2026 in Review

Advisornet Financial reduced its First Trust Municipal High Income ETF (FMHI) stake by 0.34% in Q2 2026, selling an estimated $1.83K and leaving 11,285 shares worth $547K. The position accounts for 0.03% of the portfolio, ranked #389.

Advisornet Financial first reported a position in FMHI in Q2 2023 and has held it in 13 quarters since. The position peaked at $607K in Q1 2025. 191 funds tracked by Wall St. Rank hold FMHI as of Q2 2026.

  • Advisornet Financial held 11,285 shares of First Trust Municipal High Income ETF worth $547K as of Q2 2026.
  • Advisornet Financial sold 38 First Trust Municipal High Income ETF shares in Q2 2026, an estimated $1.83K.
  • First Trust Municipal High Income ETF made up 0.03% of Advisornet Financial's portfolio in Q2 2026, its #389 holding.
  • Advisornet Financial first reported a position in First Trust Municipal High Income ETF in Q2 2023 and has held it in 13 quarters since.
  • Advisornet Financial's First Trust Municipal High Income ETF position peaked at $607K in Q1 2025.
  • 191 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.