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

Advyzon 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 		$474K Sell
9,771
-821
-8% -$39.5K 0.03% 497
2026
Q1 		$504K Sell
10,592
-82
-0.8% -$3.94K 0.05% 396
2025
Q4 		$512K Buy
10,674
+891
+9% +$42.7K 0.06% 317
2025
Q3 		$465K Buy
9,783
+223
+2% +$10.4K 0.08% 234
2025
Q2 		$446K Sell
9,560
-1,133
-11% -$52.9K 0.1% 199
2025
Q1 		$511K Sell
10,693
-268
-2% -$13K 0.18% 106
2024
Q4 		$529K Buy
+10,961
New +$535K 0.2% 98

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

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

Advyzon Investment Management reduced its First Trust Municipal High Income ETF (FMHI) stake by 7.8% in Q2 2026, selling an estimated $39.5K and leaving 9,771 shares worth $474K. The position accounts for 0.03% of the portfolio, ranked #497.

Advyzon Investment Management first reported a position in FMHI in Q4 2024 and has held it in 7 quarters since. The position peaked at $529K in Q4 2024. 191 funds tracked by Wall St. Rank hold FMHI as of Q2 2026.

  • Advyzon Investment Management held 9,771 shares of First Trust Municipal High Income ETF worth $474K as of Q2 2026.
  • Advyzon Investment Management sold 821 First Trust Municipal High Income ETF shares in Q2 2026, an estimated $39.5K.
  • First Trust Municipal High Income ETF made up 0.03% of Advyzon Investment Management's portfolio in Q2 2026, its #497 holding.
  • Advyzon Investment Management first reported a position in First Trust Municipal High Income ETF in Q4 2024 and has held it in 7 quarters since.
  • Advyzon Investment Management's First Trust Municipal High Income ETF position peaked at $529K in Q4 2024.
  • 191 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.