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 Q3	–	Sell	-346	Closed	-$16.5K	–	709
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 $67.3B AUM 21.9% 1-Year Est. Return

Financial Partners Group (Kansas) Overland Park, Kansas $964M AUM 20.66% 1-Year Est. Return

EnRich Financial Partners Madison, Wisconsin $416M AUM 13.21% 1-Year Est. Return

Plan Group Financial Oklahoma City, Oklahoma $510M AUM 17.41% 1-Year Est. Return

Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return

Atlas Private Wealth Advisors Matawan, New Jersey $462M AUM 14.2% 1-Year Est. Return

Econ Financial Services Harrisburg, Pennsylvania $239M AUM 2.77% 1-Year Est. Return

Boyce & Associates Wealth Consulting Cedar Park, Texas $165M AUM 13.3% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Cornerstone Planning Group's FMHI Position: Q3 2026 in Review

Cornerstone Planning Group sold out of First Trust Municipal High Income ETF (FMHI) in Q3 2026, closing a stake of 346 shares — an estimated $16.5K sold.

Cornerstone Planning Group first reported a position in FMHI in Q2 2024 and held it in 9 quarters. The position peaked at $21.8K in Q2 2024. 42 funds tracked by Wall St. Rank hold FMHI as of Q3 2026.

Cornerstone Planning Group reported no remaining First Trust Municipal High Income ETF position as of Q3 2026 after selling out during the quarter.
Cornerstone Planning Group sold 346 First Trust Municipal High Income ETF shares in Q3 2026, an estimated $16.5K.
Cornerstone Planning Group first reported a position in First Trust Municipal High Income ETF in Q2 2024 and held it in 9 quarters.
Cornerstone Planning Group's First Trust Municipal High Income ETF position peaked at $21.8K in Q2 2024.
42 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.