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Chicago Partners Investment Group’s First Trust Municipal High Income ETF FMHI Stock Holding History

Chicago Partners Investment 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 		$287K Buy
6,052
+43
+0.7% +$2.07K 0.01% 1265
2026
Q1 		$289K Buy
6,009
+169
+3% +$8.13K 0.01% 1162
2025
Q4 		$280K Sell
5,840
-985
-14% -$47.2K 0.01% 1075
2025
Q3 		$328K Sell
6,825
-45
-0.7% -$2.1K 0.01% 896
2025
Q2 		$316K Sell
6,870
-155
-2% -$7.24K 0.01% 810
2025
Q1 		$329K Buy
7,025
+141
+2% +$6.82K 0.01% 653
2024
Q4 		$332K Sell
6,884
-178
-3% -$8.69K 0.01% 625
2024
Q3 		$342K Buy
7,062
+3
+0% +$147 0.01% 589
2024
Q2 		$344K Buy
7,059
+238
+3% +$11.4K 0.01% 553
2024
Q1 		$324K Sell
6,821
-512
-7% -$24.5K 0.01% 551
2023
Q4 		$346K Buy
7,333
+105
+1% +$4.8K 0.02% 512
2023
Q3 		$321K Buy
7,228
+916
+15% +$42.7K 0.02% 497
2023
Q2 		$296K Buy
6,312
+195
+3% +$9.14K 0.02% 535
2023
Q1 		$286K Buy
6,117
+11
+0.2% +$518 0.02% 515
2022
Q4 		$291K Sell
6,106
-2,793
-31% -$128K 0.02% 483
2022
Q3 		$399K Sell
8,899
-6,824
-43% -$328K 0.03% 383
2022
Q2 		$773K Buy
15,723
+643
+4% +$31.3K 0.06% 263
2022
Q1 		$714K Buy
15,080
+508
+3% +$27.3K 0.05% 251
2021
Q4 		$781K Buy
14,572
+1,069
+8% +$59.7K 0.06% 263
2021
Q3 		$756K Buy
13,503
+706
+6% +$39.9K 0.05% 270
2021
Q2 		$726K Buy
12,797
+1,219
+11% +$67.7K 0.05% 260
2021
Q1 		$640K Buy
11,578
+1,422
+14% +$77.3K 0.05% 265
2020
Q4 		$550K Buy
10,156
+1,027
+11% +$54K 0.05% 257
2020
Q3 		$473K Buy
9,129
+362
+4% +$18.7K 0.06% 247
2020
Q2 		$453K Buy
8,767
+1,004
+13% +$49.2K 0.06% 230
2020
Q1 		$378K Buy
7,763
+282
+4% +$15K 0.06% 222
2019
Q4 		$404K Buy
+7,481
New +$398K 0.05% 239
2018
Q4 		– Sell
-457
Closed -$23K – 529
2018
Q3 		$23K Buy
+457
New +$23K ﹤0.01% 659

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

Chicago Partners Investment Group's FMHI Position: Q2 2026 in Review

Chicago Partners Investment Group increased its First Trust Municipal High Income ETF (FMHI) stake by 0.72% in Q2 2026, buying an estimated $2.07K and bringing the position to 6,052 shares worth $287K. The position accounts for 0.01% of the portfolio, ranked #1265.

Chicago Partners Investment Group first reported a position in FMHI in Q3 2018 and has held it in 28 quarters since. The position peaked at $781K in Q4 2021. 191 funds tracked by Wall St. Rank hold FMHI as of Q2 2026.

  • Chicago Partners Investment Group held 6,052 shares of First Trust Municipal High Income ETF worth $287K as of Q2 2026.
  • Chicago Partners Investment Group bought 43 First Trust Municipal High Income ETF shares in Q2 2026, an estimated $2.07K.
  • First Trust Municipal High Income ETF made up 0.01% of Chicago Partners Investment Group's portfolio in Q2 2026, its #1265 holding.
  • Chicago Partners Investment Group first reported a position in First Trust Municipal High Income ETF in Q3 2018 and has held it in 28 quarters since.
  • Chicago Partners Investment Group's First Trust Municipal High Income ETF position peaked at $781K in Q4 2021.
  • 191 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.