Boyce & Associates Wealth Consulting’s First Trust Municipal High Income ETF FMHI Stock Holding History

Boyce & Associates Wealth Consulting’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 Q3	$1.77M	Buy	39,398 +10,221	+35%	+$483K	1.07%	24
2026 Q2	$1.41M	Sell	29,177 -700	-2%	-$33.7K	0.98%	27
2026 Q1	$1.42M	Buy	29,877 +6,375	+27%	+$307K	1.08%	25
2025 Q4	$1.13M	Sell	23,502 -122	-0.5%	-$5.85K	0.94%	25
2025 Q3	$1.12M	Buy	23,624 +3,009	+15%	+$140K	0.92%	24
2025 Q2	$963K	Buy	20,615 +4,169	+25%	+$195K	0.88%	25
2025 Q1	$786K	Buy	16,446 +4,050	+33%	+$196K	0.79%	27
2024 Q4	$599K	Buy	+12,396	New	+$605K	0.61%	33

Other funds holding FMHI

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

SAW

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return

LWA

Lineweaver Wealth Advisors Valley View, Ohio $863M AUM 14.27% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

Boyce & Associates Wealth Consulting's FMHI Position: Q3 2026 in Review

Boyce & Associates Wealth Consulting increased its First Trust Municipal High Income ETF (FMHI) stake by 35% in Q3 2026, buying an estimated $483K and bringing the position to 39,398 shares worth $1.77M. The position accounts for 1.07% of the portfolio, ranked #24.

Boyce & Associates Wealth Consulting first reported a position in FMHI in Q4 2024 and has held it in 8 quarters since. 13 funds tracked by Wall St. Rank hold FMHI as of Q3 2026.

Boyce & Associates Wealth Consulting held 39,398 shares of First Trust Municipal High Income ETF worth $1.77M as of Q3 2026.
Boyce & Associates Wealth Consulting bought 10,221 First Trust Municipal High Income ETF shares in Q3 2026, an estimated $483K.
First Trust Municipal High Income ETF made up 1.07% of Boyce & Associates Wealth Consulting's portfolio in Q3 2026, its #24 holding.
Boyce & Associates Wealth Consulting first reported a position in First Trust Municipal High Income ETF in Q4 2024 and has held it in 8 quarters since.
13 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q3 2026.

Based on Boyce & Associates Wealth Consulting's 13F filing for Q3 2026, filed 14 Oct 2026.