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

Allworth 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	$557K	Buy	+11,478	New	+$552K	﹤0.01%	944
2025 Q2	–	Sell	-13,257	Closed	-$614K	–	4618
2025 Q1	$614K	Hold	13,257	–	–	﹤0.01%	637
2024 Q4	$640K	Buy	+13,257	New	+$647K	﹤0.01%	631
2024 Q1	–	Sell	-259	Closed	-$12.3K	–	3631
2023 Q4	$12.3K	Sell	259 -156	-38%	-$7.13K	﹤0.01%	1895
2023 Q3	$18.7K	Hold	415	–	–	﹤0.01%	1562
2023 Q2	$19.5K	Buy	+415	New	+$19.5K	﹤0.01%	1557

Other funds holding FMHI

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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

Allworth Financial's FMHI Position: Q2 2026 in Review

Allworth Financial opened a new position in First Trust Municipal High Income ETF (FMHI) in Q2 2026: 11,478 shares worth $557K. The stake represents ﹤0.01% of the portfolio and ranks #944 among its holdings. This is a return to the name: Allworth Financial previously reported a position in FMHI as recently as Q1 2025.

Allworth Financial first reported a position in FMHI in Q2 2023 and has held it in 6 quarters since. The position peaked at $640K in Q4 2024. 191 funds tracked by Wall St. Rank hold FMHI as of Q2 2026.

Allworth Financial held 11,478 shares of First Trust Municipal High Income ETF worth $557K as of Q2 2026.
First Trust Municipal High Income ETF was a new Allworth Financial position in Q2 2026.
First Trust Municipal High Income ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #944 holding.
Allworth Financial first reported a position in First Trust Municipal High Income ETF in Q2 2023 and has held it in 6 quarters since.
Allworth Financial's First Trust Municipal High Income ETF position peaked at $640K in Q4 2024.
191 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.