Cliff Asness’s First Trust Municipal High Income ETF FMHI Stock Holding History

Cliff Asness’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	$246K	Hold	5,078	–	–	﹤0.01%	3718
2026 Q1	$241K	Hold	5,078	–	–	﹤0.01%	3515
2025 Q4	$243K	Hold	5,078	–	–	﹤0.01%	3270
2025 Q3	$241K	Sell	5,078 -2,012	-28%	-$93.9K	﹤0.01%	3177
2025 Q2	$331K	Sell	7,090 -795	-10%	-$37.1K	﹤0.01%	2819
2025 Q1	$377K	Buy	+7,885	New	+$381K	﹤0.01%	2578

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

Cliff Asness's FMHI Position: Q2 2026 in Review

Cliff Asness held its First Trust Municipal High Income ETF (FMHI) position steady in Q2 2026 at 5,078 shares worth $246K. The position accounts for ﹤0.01% of the portfolio, ranked #3718.

Cliff Asness first reported a position in FMHI in Q1 2025 and has held it in 6 quarters since. The position peaked at $377K in Q1 2025. 190 funds tracked by Wall St. Rank hold FMHI as of Q2 2026.

Cliff Asness held 5,078 shares of First Trust Municipal High Income ETF worth $246K as of Q2 2026.
Cliff Asness 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 Cliff Asness's portfolio in Q2 2026, its #3718 holding.
Cliff Asness first reported a position in First Trust Municipal High Income ETF in Q1 2025 and has held it in 6 quarters since.
Cliff Asness's First Trust Municipal High Income ETF position peaked at $377K in Q1 2025.
190 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q2 2026.

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