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

Boyd 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	$896K	Buy	18,473 +1,271	+7%	+$61.2K	0.34%	27
2026 Q1	$818K	Buy	17,202 +884	+5%	+$42.5K	0.35%	26
2025 Q4	$782K	Buy	16,318 +31	+0.2%	+$1.49K	0.33%	27
2025 Q3	$774K	Buy	16,287 +15	+0.1%	+$700	0.33%	27
2025 Q2	$760K	Sell	16,272 -25	-0.2%	-$1.17K	0.33%	26
2025 Q1	$779K	Sell	16,297 -2,195	-12%	-$106K	0.39%	24
2024 Q4	$893K	Buy	18,492 +271	+1%	+$13.2K	0.44%	25
2024 Q3	$900K	Sell	18,221 -408	-2%	-$20K	0.46%	26
2024 Q2	$900K	Buy	18,629 +573	+3%	+$27.5K	0.5%	25
2024 Q1	$870K	Sell	18,056 -1,360	-7%	-$65.1K	0.5%	25
2023 Q4	$926K	Buy	19,416 +155	+0.8%	+$7.09K	0.58%	24
2023 Q3	$868K	Buy	+19,261	New	+$897K	0.58%	25
2023 Q2	–	Sell	-16,052	Closed	-$753K	–	40
2023 Q1	$753K	Buy	+16,052	New	+$755K	0.52%	24

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

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

Boyd Wealth Management increased its First Trust Municipal High Income ETF (FMHI) stake by 7.4% in Q2 2026, buying an estimated $61.2K and bringing the position to 18,473 shares worth $896K. The position accounts for 0.34% of the portfolio, ranked #27.

Boyd Wealth Management first reported a position in FMHI in Q1 2023 and has held it in 13 quarters since. The position peaked at $926K in Q4 2023. 191 funds tracked by Wall St. Rank hold FMHI as of Q2 2026.

Boyd Wealth Management held 18,473 shares of First Trust Municipal High Income ETF worth $896K as of Q2 2026.
Boyd Wealth Management bought 1,271 First Trust Municipal High Income ETF shares in Q2 2026, an estimated $61.2K.
First Trust Municipal High Income ETF made up 0.34% of Boyd Wealth Management's portfolio in Q2 2026, its #27 holding.
Boyd Wealth Management first reported a position in First Trust Municipal High Income ETF in Q1 2023 and has held it in 13 quarters since.
Boyd Wealth Management's First Trust Municipal High Income ETF position peaked at $926K in Q4 2023.
191 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q2 2026.

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