Boyd Wealth Management
FMHI icon

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
Q3 		$872K Buy
19,450
+977
+5% +$46.2K 0.31% 32
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% +$1.48K 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
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Meeder Advisory Services
Meeder Advisory Services Dublin, Ohio $2.96B AUM 25.02% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
SlateStone Wealth
SlateStone Wealth Jupiter, Florida $1.32B AUM 18.83% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Manhattan West Asset Management
Manhattan West Asset Management Los Angeles, California $606M AUM 13.45% 1-Year Est. Return

Boyd Wealth Management's FMHI Position: Q3 2026 in Review

Boyd Wealth Management increased its First Trust Municipal High Income ETF (FMHI) stake by 5.3% in Q3 2026, buying an estimated $46.2K and bringing the position to 19,450 shares worth $872K. The position accounts for 0.31% of the portfolio, ranked #32.

Boyd Wealth Management first reported a position in FMHI in Q1 2023 and has held it in 14 quarters since. The position peaked at $926K in Q4 2023. 167 funds tracked by Wall St. Rank hold FMHI as of Q3 2026.

  • Boyd Wealth Management held 19,450 shares of First Trust Municipal High Income ETF worth $872K as of Q3 2026.
  • Boyd Wealth Management bought 977 First Trust Municipal High Income ETF shares in Q3 2026, an estimated $46.2K.
  • First Trust Municipal High Income ETF made up 0.31% of Boyd Wealth Management's portfolio in Q3 2026, its #32 holding.
  • Boyd Wealth Management first reported a position in First Trust Municipal High Income ETF in Q1 2023 and has held it in 14 quarters since.
  • Boyd Wealth Management's First Trust Municipal High Income ETF position peaked at $926K in Q4 2023.
  • 167 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q3 2026.

Based on Boyd Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.