Altus Wealth Group’s First Trust Municipal High Income ETF FMHI Stock Holding History

Altus Wealth Group’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	$211K	Sell	4,351 -3,239	-43%	-$156K	0.08%	143
2026 Q1	$361K	Buy	7,590 +106	+1%	+$5.1K	0.15%	96
2025 Q4	$359K	Buy	7,484 +320	+4%	+$15.3K	0.14%	96
2025 Q3	$340K	Buy	7,164 +458	+7%	+$21.4K	0.14%	100
2025 Q2	$313K	Sell	6,706 -1	-0%	-$47	0.14%	100
2025 Q1	$321K	Buy	6,707 +559	+9%	+$27K	0.15%	102
2024 Q4	$297K	Buy	+6,148	New	+$300K	0.13%	113
2024 Q1	–	Sell	-5,098	Closed	-$243K	–	146
2023 Q4	$243K	Sell	5,098 -187	-4%	-$8.55K	0.13%	120
2023 Q3	$238K	Buy	5,285 +146	+3%	+$6.8K	0.15%	113
2023 Q2	$242K	Buy	5,139 +40	+0.8%	+$1.88K	0.15%	120
2023 Q1	$239K	Buy	+5,099	New	+$240K	0.16%	115

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

Altus Wealth Group's FMHI Position: Q2 2026 in Review

Altus Wealth Group reduced its First Trust Municipal High Income ETF (FMHI) stake by 43% in Q2 2026, selling an estimated $156K and leaving 4,351 shares worth $211K. The position accounts for 0.08% of the portfolio, ranked #143.

Altus Wealth Group first reported a position in FMHI in Q1 2023 and has held it in 11 quarters since. The position peaked at $361K in Q1 2026. 191 funds tracked by Wall St. Rank hold FMHI as of Q2 2026.

Altus Wealth Group held 4,351 shares of First Trust Municipal High Income ETF worth $211K as of Q2 2026.
Altus Wealth Group sold 3,239 First Trust Municipal High Income ETF shares in Q2 2026, an estimated $156K.
First Trust Municipal High Income ETF made up 0.08% of Altus Wealth Group's portfolio in Q2 2026, its #143 holding.
Altus Wealth Group first reported a position in First Trust Municipal High Income ETF in Q1 2023 and has held it in 11 quarters since.
Altus Wealth Group's First Trust Municipal High Income ETF position peaked at $361K in Q1 2026.
191 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q2 2026.

Based on Altus Wealth Group's 13F filing for Q2 2026, filed 17 Jul 2026.