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Brinker Capital Investments’s First Trust Municipal High Income ETF FMHI Stock Holding History

Brinker Capital Investments’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 		$387K Sell
7,982
-539
-6% -$25.9K ﹤0.01% 1553
2026
Q1 		$405K Sell
8,521
-860
-9% -$41.4K ﹤0.01% 1541
2025
Q4 		$450K Buy
9,381
+1,835
+24% +$87.9K ﹤0.01% 1633
2025
Q3 		$359K Sell
7,546
-638
-8% -$29.8K ﹤0.01% 1686
2025
Q2 		$382K Buy
8,184
+365
+5% +$17K ﹤0.01% 1605
2025
Q1 		$374K Sell
7,819
-8,259
-51% -$399K ﹤0.01% 1534
2024
Q4 		$776K Sell
16,078
-2,840
-15% -$139K 0.01% 1174
2024
Q3 		$935K Buy
18,918
+5,269
+39% +$258K 0.01% 1076
2024
Q2 		$660K Sell
13,649
-898
-6% -$43.1K 0.01% 1175
2024
Q1 		$701K Sell
14,547
-1,848
-11% -$88.4K 0.01% 1141
2023
Q4 		$783K Sell
16,395
-629
-4% -$28.8K 0.01% 1046
2023
Q3 		$767K Sell
17,024
-12,468
-42% -$581K 0.01% 1044
2023
Q2 		$1.39M Buy
29,492
+11,860
+67% +$556K 0.01% 811
2023
Q1 		$827K Buy
17,632
+6,753
+62% +$318K 0.01% 952
2022
Q4 		$504K Buy
10,879
+1,151
+12% +$52.8K 0.01% 977
2022
Q3 		$442K Sell
9,728
-2,169
-18% -$104K 0.01% 992
2022
Q2 		$565K Sell
11,897
-5,108
-30% -$249K 0.01% 934
2022
Q1 		$871K Sell
17,005
-268
-2% -$14.4K 0.01% 852
2021
Q4 		$969K Buy
17,273
+5,119
+42% +$286K 0.01% 828
2021
Q3 		$678K Buy
12,154
+2,856
+31% +$161K 0.01% 889
2021
Q2 		$523K Buy
+9,298
New +$517K 0.01% 1013

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 $1.89T 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

Brinker Capital Investments's FMHI Position: Q2 2026 in Review

Brinker Capital Investments reduced its First Trust Municipal High Income ETF (FMHI) stake by 6.3% in Q2 2026, selling an estimated $25.9K and leaving 7,982 shares worth $387K. The position accounts for ﹤0.01% of the portfolio, ranked #1553.

Brinker Capital Investments first reported a position in FMHI in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.39M in Q2 2023. 191 funds tracked by Wall St. Rank hold FMHI as of Q2 2026.

  • Brinker Capital Investments held 7,982 shares of First Trust Municipal High Income ETF worth $387K as of Q2 2026.
  • Brinker Capital Investments sold 539 First Trust Municipal High Income ETF shares in Q2 2026, an estimated $25.9K.
  • First Trust Municipal High Income ETF made up ﹤0.01% of Brinker Capital Investments's portfolio in Q2 2026, its #1553 holding.
  • Brinker Capital Investments first reported a position in First Trust Municipal High Income ETF in Q2 2021 and has held it in 21 quarters since.
  • Brinker Capital Investments's First Trust Municipal High Income ETF position peaked at $1.39M in Q2 2023.
  • 191 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.