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 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 $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

Boyce & Associates Wealth Consulting's FMHI Position: Q2 2026 in Review

Boyce & Associates Wealth Consulting reduced its First Trust Municipal High Income ETF (FMHI) stake by 2.3% in Q2 2026, selling an estimated $33.7K and leaving 29,177 shares worth $1.41M. The position accounts for 0.98% of the portfolio, ranked #27.

Boyce & Associates Wealth Consulting first reported a position in FMHI in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.42M in Q1 2026. 191 funds tracked by Wall St. Rank hold FMHI as of Q2 2026.

Boyce & Associates Wealth Consulting held 29,177 shares of First Trust Municipal High Income ETF worth $1.41M as of Q2 2026.
Boyce & Associates Wealth Consulting sold 700 First Trust Municipal High Income ETF shares in Q2 2026, an estimated $33.7K.
First Trust Municipal High Income ETF made up 0.98% of Boyce & Associates Wealth Consulting's portfolio in Q2 2026, its #27 holding.
Boyce & Associates Wealth Consulting first reported a position in First Trust Municipal High Income ETF in Q4 2024 and has held it in 7 quarters since.
Boyce & Associates Wealth Consulting's First Trust Municipal High Income ETF position peaked at $1.42M in Q1 2026.
191 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q2 2026.

Based on Boyce & Associates Wealth Consulting's 13F filing for Q2 2026, filed 23 Jul 2026.