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Capital Financial Group’s First Trust Municipal High Income ETF FMHI Stock Holding History

Capital Financial Group’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 		$1.91M Buy
39,441
+866
+2% +$41.7K 1% 28
2026
Q1 		$1.83M Sell
38,575
-899
-2% -$43.2K 1.01% 29
2025
Q4 		$1.89M Buy
+39,474
New +$1.89M 1.06% 24

Other funds holding FMHI

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

Capital Financial Group's FMHI Position: Q2 2026 in Review

Capital Financial Group increased its First Trust Municipal High Income ETF (FMHI) stake by 2.2% in Q2 2026, buying an estimated $41.7K and bringing the position to 39,441 shares worth $1.91M. The position accounts for 1% of the portfolio, ranked #28.

Capital Financial Group first reported a position in FMHI in Q4 2025 and has held it in 3 quarters since. 190 funds tracked by Wall St. Rank hold FMHI as of Q2 2026.

  • Capital Financial Group held 39,441 shares of First Trust Municipal High Income ETF worth $1.91M as of Q2 2026.
  • Capital Financial Group bought 866 First Trust Municipal High Income ETF shares in Q2 2026, an estimated $41.7K.
  • First Trust Municipal High Income ETF made up 1% of Capital Financial Group's portfolio in Q2 2026, its #28 holding.
  • Capital Financial Group first reported a position in First Trust Municipal High Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 190 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q2 2026.

Based on Capital Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.