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AE Wealth Management’s First Trust Municipal High Income ETF FMHI Stock Holding History

AE Wealth 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 		$343K Buy
7,080
+1,413
+25% +$68K ﹤0.01% 1411
2026
Q1 		$269K Sell
5,667
-886
-14% -$42.6K ﹤0.01% 1449
2025
Q4 		$314K Buy
6,553
+592
+10% +$28.4K ﹤0.01% 1288
2025
Q3 		$283K Sell
5,961
-1,774
-23% -$82.8K ﹤0.01% 1205
2025
Q2 		$361K Buy
7,735
+1,726
+29% +$80.6K ﹤0.01% 1035
2025
Q1 		$287K Buy
6,009
+3,135
+109% +$152K ﹤0.01% 1106
2024
Q4 		$139K Buy
+2,874
New +$140K ﹤0.01% 1358
2024
Q1 		– Sell
-16,826
Closed -$796K – 1442
2023
Q4 		$796K Sell
16,826
-642
-4% -$29.4K ﹤0.01% 1237
2023
Q3 		$787K Buy
17,468
+5,207
+42% +$243K ﹤0.01% 1192
2023
Q2 		$578K Sell
12,261
-1,102
-8% -$51.7K ﹤0.01% 1315
2023
Q1 		$627K Sell
13,363
-4,518
-25% -$213K ﹤0.01% 1241
2022
Q4 		$828K Buy
17,881
+10,961
+158% +$503K 0.01% 1058
2022
Q3 		$314K Buy
6,920
+1,696
+32% +$81.4K ﹤0.01% 1461
2022
Q2 		$248K Sell
5,224
-4,552
-47% -$221K ﹤0.01% 1516
2022
Q1 		$501K Sell
9,776
-23,261
-70% -$1.25M ﹤0.01% 1238
2021
Q4 		$1.85M Buy
33,037
+3,802
+13% +$212K 0.01% 720
2021
Q3 		$1.63M Buy
29,235
+6,274
+27% +$355K 0.01% 710
2021
Q2 		$1.29M Buy
22,961
+1,227
+6% +$68.2K 0.01% 753
2021
Q1 		$1.19M Sell
21,734
-2,562
-11% -$139K 0.01% 720
2020
Q4 		$1.3M Buy
24,296
+863
+4% +$45.3K 0.01% 627
2020
Q3 		$1.21M Sell
23,433
-65
-0.3% -$3.37K 0.02% 580
2020
Q2 		$1.19M Buy
+23,498
New +$1.15M 0.02% 561

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

AE Wealth Management's FMHI Position: Q2 2026 in Review

AE Wealth Management increased its First Trust Municipal High Income ETF (FMHI) stake by 25% in Q2 2026, buying an estimated $68K and bringing the position to 7,080 shares worth $343K. The position accounts for ﹤0.01% of the portfolio, ranked #1411.

AE Wealth Management first reported a position in FMHI in Q2 2020 and has held it in 22 quarters since. The position peaked at $1.85M in Q4 2021. 191 funds tracked by Wall St. Rank hold FMHI as of Q2 2026.

  • AE Wealth Management held 7,080 shares of First Trust Municipal High Income ETF worth $343K as of Q2 2026.
  • AE Wealth Management bought 1,413 First Trust Municipal High Income ETF shares in Q2 2026, an estimated $68K.
  • First Trust Municipal High Income ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1411 holding.
  • AE Wealth Management first reported a position in First Trust Municipal High Income ETF in Q2 2020 and has held it in 22 quarters since.
  • AE Wealth Management's First Trust Municipal High Income ETF position peaked at $1.85M in Q4 2021.
  • 191 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.