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

Avior 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 		$1.78M Sell
36,756
-14,908
-29% -$718K 0.05% 260
2026
Q1 		$2.46M Buy
+51,664
New +$2.49M 0.07% 220

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

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

Avior Wealth Management reduced its First Trust Municipal High Income ETF (FMHI) stake by 29% in Q2 2026, selling an estimated $718K and leaving 36,756 shares worth $1.78M. The position accounts for 0.05% of the portfolio, ranked #260.

Avior Wealth Management first reported a position in FMHI in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.46M in Q1 2026. 191 funds tracked by Wall St. Rank hold FMHI as of Q2 2026.

  • Avior Wealth Management held 36,756 shares of First Trust Municipal High Income ETF worth $1.78M as of Q2 2026.
  • Avior Wealth Management sold 14,908 First Trust Municipal High Income ETF shares in Q2 2026, an estimated $718K.
  • First Trust Municipal High Income ETF made up 0.05% of Avior Wealth Management's portfolio in Q2 2026, its #260 holding.
  • Avior Wealth Management first reported a position in First Trust Municipal High Income ETF in Q1 2026 and has held it in 2 quarters since.
  • Avior Wealth Management's First Trust Municipal High Income ETF position peaked at $2.46M in Q1 2026.
  • 191 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.