AJ Advisors’s First Trust Municipal High Income ETF FMHI Stock Holding History

AJ Advisors’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	$3.03M	Buy	+62,460	New	+$3.01M	0.94%	15
2026 Q1	–	Sell	-60,429	Closed	-$2.9M	–	34
2025 Q4	$2.9M	Buy	60,429 +4,327	+8%	+$207K	1.07%	14
2025 Q3	$2.67M	Sell	56,102 -2,996	-5%	-$140K	1.09%	13
2025 Q2	$2.76M	Buy	+59,098	New	+$2.76M	1.23%	12
2024 Q4	–	Sell	-59,806	Closed	-$2.95M	–	33
2024 Q3	$2.95M	Sell	59,806 -3,368	-5%	-$165K	1.51%	12
2024 Q2	$3.05M	Sell	63,174 -2,582	-4%	-$124K	1.69%	12
2024 Q1	$3.17M	Buy	65,756 +2,187	+3%	+$105K	1.75%	10
2023 Q4	$3.03M	Buy	+63,569	New	+$2.91M	1.86%	10
2023 Q3	–	Sell	-71,055	Closed	-$3.35M	–	36
2023 Q2	$3.35M	Sell	71,055 -1,392	-2%	-$65.3K	2.33%	10
2023 Q1	$3.4M	Sell	72,447 -35,378	-33%	-$1.66M	2.49%	11
2022 Q4	$4.99M	Buy	+107,825	New	+$4.95M	4%	10

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

AJ Advisors's FMHI Position: Q2 2026 in Review

AJ Advisors opened a new position in First Trust Municipal High Income ETF (FMHI) in Q2 2026: 62,460 shares worth $3.03M. The stake represents 0.94% of the portfolio and ranks #15 among its holdings. This is a return to the name: AJ Advisors previously reported a position in FMHI as recently as Q4 2025.

AJ Advisors first reported a position in FMHI in Q4 2022 and has held it in 11 quarters since. The position peaked at $4.99M in Q4 2022. 191 funds tracked by Wall St. Rank hold FMHI as of Q2 2026.

AJ Advisors held 62,460 shares of First Trust Municipal High Income ETF worth $3.03M as of Q2 2026.
First Trust Municipal High Income ETF was a new AJ Advisors position in Q2 2026.
First Trust Municipal High Income ETF made up 0.94% of AJ Advisors's portfolio in Q2 2026, its #15 holding.
AJ Advisors first reported a position in First Trust Municipal High Income ETF in Q4 2022 and has held it in 11 quarters since.
AJ Advisors's First Trust Municipal High Income ETF position peaked at $4.99M in Q4 2022.
191 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q2 2026.

Based on AJ Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.