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

Cornerstone Planning 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	$16.5K	Buy	346 +2	+0.6%	+$96	﹤0.01%	727
2026 Q1	$16.5K	Buy	344 +6	+2%	+$289	﹤0.01%	731
2025 Q4	$16.2K	Buy	338 +3	+0.9%	+$144	﹤0.01%	640
2025 Q3	$16.1K	Buy	335 +3	+0.9%	+$140	﹤0.01%	648
2025 Q2	$15.4K	Buy	332 +4	+1%	+$187	﹤0.01%	471
2025 Q1	$15.1K	Sell	328 -119	-27%	-$5.76K	﹤0.01%	465
2024 Q4	$21.6K	Buy	447 +5	+1%	+$244	0.01%	298
2024 Q3	$21.5K	Buy	442 +1	+0.2%	+$49	0.01%	290
2024 Q2	$21.8K	Buy	+441	New	+$21.1K	0.01%	300

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

Cornerstone Planning Group's FMHI Position: Q2 2026 in Review

Cornerstone Planning Group increased its First Trust Municipal High Income ETF (FMHI) stake by 0.58% in Q2 2026, buying an estimated $96 and bringing the position to 346 shares worth $16.5K. The position accounts for ﹤0.01% of the portfolio, ranked #727.

Cornerstone Planning Group first reported a position in FMHI in Q2 2024 and has held it in 9 quarters since. The position peaked at $21.8K in Q2 2024. 191 funds tracked by Wall St. Rank hold FMHI as of Q2 2026.

Cornerstone Planning Group held 346 shares of First Trust Municipal High Income ETF worth $16.5K as of Q2 2026.
Cornerstone Planning Group bought 2 First Trust Municipal High Income ETF shares in Q2 2026, an estimated $96.
First Trust Municipal High Income ETF made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #727 holding.
Cornerstone Planning Group first reported a position in First Trust Municipal High Income ETF in Q2 2024 and has held it in 9 quarters since.
Cornerstone Planning Group's First Trust Municipal High Income ETF position peaked at $21.8K in Q2 2024.
191 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.