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Concurrent Investment Advisors’s First Trust Municipal High Income ETF FMHI Stock Holding History

Concurrent Investment Advisors’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 		$1.65M Buy
33,984
+18,020
+113% +$867K 0.01% 785
2026
Q1 		$759K Sell
15,964
-2,783
-15% -$134K 0.01% 1006
2025
Q4 		$899K Buy
18,747
+4,372
+30% +$209K 0.01% 884
2025
Q3 		$683K Sell
14,375
-4,319
-23% -$201K 0.01% 787
2025
Q2 		$873K Sell
18,694
-9,116
-33% -$426K 0.02% 638
2025
Q1 		$1.33M Buy
27,810
+290
+1% +$14K 0.03% 464
2024
Q4 		$1.33M Buy
27,520
+800
+3% +$39.1K 0.04% 420
2024
Q3 		$1.32M Buy
26,720
+5,330
+25% +$261K 0.04% 407
2024
Q2 		$1.03M Buy
21,390
+2,899
+16% +$139K 0.03% 425
2024
Q1 		$891K Buy
18,491
+2,153
+13% +$103K 0.04% 391
2023
Q4 		$779K Buy
+16,338
New +$747K 0.04% 381

Other funds holding FMHI

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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

Concurrent Investment Advisors's FMHI Position: Q2 2026 in Review

Concurrent Investment Advisors increased its First Trust Municipal High Income ETF (FMHI) stake by 113% in Q2 2026, buying an estimated $867K and bringing the position to 33,984 shares worth $1.65M. The position accounts for 0.01% of the portfolio, ranked #785.

Concurrent Investment Advisors first reported a position in FMHI in Q4 2023 and has held it in 11 quarters since. 191 funds tracked by Wall St. Rank hold FMHI as of Q2 2026.

  • Concurrent Investment Advisors held 33,984 shares of First Trust Municipal High Income ETF worth $1.65M as of Q2 2026.
  • Concurrent Investment Advisors bought 18,020 First Trust Municipal High Income ETF shares in Q2 2026, an estimated $867K.
  • First Trust Municipal High Income ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #785 holding.
  • Concurrent Investment Advisors first reported a position in First Trust Municipal High Income ETF in Q4 2023 and has held it in 11 quarters since.
  • 191 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.