Capital Analysts LLC’s First Trust Municipal High Income ETF FMHI Stock Holding History

Capital Analysts LLC’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	$70K	Hold	1,443	–	–	﹤0.01%	919
2026 Q1	$69K	Hold	1,443	–	–	﹤0.01%	877
2025 Q4	$69K	Hold	1,443	–	–	﹤0.01%	850
2025 Q3	$69K	Sell	1,443 -12	-0.8%	-$560	﹤0.01%	817
2025 Q2	$68K	Hold	1,455	–	–	﹤0.01%	754
2025 Q1	$70K	Buy	1,455 +1,443	+12,025%	+$69.8K	﹤0.01%	721
2024 Q4	$1K	Sell	12 -30	-71%	-$1.47K	﹤0.01%	1254
2024 Q3	$2K	Buy	+42	New	+$2.06K	﹤0.01%	1212
2024 Q1	–	Sell	-307	Closed	-$15K	–	1123
2023 Q4	$15K	Hold	307	–	–	﹤0.01%	849
2023 Q3	$14K	Hold	307	–	–	﹤0.01%	828
2023 Q2	$14K	Hold	307	–	–	﹤0.01%	779
2023 Q1	$14K	Sell	307 -2,474	-89%	-$116K	﹤0.01%	773
2022 Q4	$129K	Buy	2,781 +2,402	+634%	+$110K	0.01%	452
2022 Q3	$17K	Buy	+379	New	+$18.2K	﹤0.01%	735

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

Capital Analysts LLC's FMHI Position: Q2 2026 in Review

Capital Analysts LLC held its First Trust Municipal High Income ETF (FMHI) position steady in Q2 2026 at 1,443 shares worth $70K. The position accounts for ﹤0.01% of the portfolio, ranked #919.

Capital Analysts LLC first reported a position in FMHI in Q3 2022 and has held it in 14 quarters since. The position peaked at $129K in Q4 2022. 191 funds tracked by Wall St. Rank hold FMHI as of Q2 2026.

Capital Analysts LLC held 1,443 shares of First Trust Municipal High Income ETF worth $70K as of Q2 2026.
Capital Analysts LLC left its First Trust Municipal High Income ETF share count unchanged in Q2 2026.
First Trust Municipal High Income ETF made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #919 holding.
Capital Analysts LLC first reported a position in First Trust Municipal High Income ETF in Q3 2022 and has held it in 14 quarters since.
Capital Analysts LLC's First Trust Municipal High Income ETF position peaked at $129K in Q4 2022.
191 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.