CFO4Life Group’s First Trust Municipal High Income ETF FMHI Stock Holding History

CFO4Life 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	$261K	Hold	5,375	–	–	0.04%	199
2026 Q1	$256K	Hold	5,375	–	–	0.04%	178
2025 Q4	$258K	Hold	5,375	–	–	0.04%	200
2025 Q3	$255K	Hold	5,375	–	–	0.04%	193
2025 Q2	$251K	Sell	5,375 -846	-14%	-$39.5K	0.04%	190
2025 Q1	$297K	Hold	6,221	–	–	0.05%	158
2024 Q4	$300K	Sell	6,221 -4,067	-40%	-$199K	0.05%	154
2024 Q3	$508K	Hold	10,288	–	–	0.09%	119
2024 Q2	$497K	Hold	10,288	–	–	0.09%	113
2024 Q1	$496K	Sell	10,288 -1,282	-11%	-$61.4K	0.09%	115
2023 Q4	$552K	Buy	+11,570	New	+$529K	0.11%	108

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

CFO4Life Group's FMHI Position: Q2 2026 in Review

CFO4Life Group held its First Trust Municipal High Income ETF (FMHI) position steady in Q2 2026 at 5,375 shares worth $261K. The position accounts for 0.04% of the portfolio, ranked #199.

CFO4Life Group first reported a position in FMHI in Q4 2023 and has held it in 11 quarters since. The position peaked at $552K in Q4 2023. 191 funds tracked by Wall St. Rank hold FMHI as of Q2 2026.

CFO4Life Group held 5,375 shares of First Trust Municipal High Income ETF worth $261K as of Q2 2026.
CFO4Life Group left its First Trust Municipal High Income ETF share count unchanged in Q2 2026.
First Trust Municipal High Income ETF made up 0.04% of CFO4Life Group's portfolio in Q2 2026, its #199 holding.
CFO4Life Group first reported a position in First Trust Municipal High Income ETF in Q4 2023 and has held it in 11 quarters since.
CFO4Life Group's First Trust Municipal High Income ETF position peaked at $552K in Q4 2023.
191 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q2 2026.

Based on CFO4Life Group's 13F filing for Q2 2026, filed 12 Aug 2026.