CWM
FMHI icon

Cornerstone Wealth Management’s First Trust Municipal High Income ETF FMHI Stock Holding History

Cornerstone Wealth Management’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 		$3.32M Buy
74,128
+690
+0.9% +$32.6K 0.14% 142
2026
Q2 		$3.56M Sell
73,438
-4,666
-6% -$225K 0.15% 141
2026
Q1 		$3.71M Sell
78,104
-2,928
-4% -$141K 0.19% 117
2025
Q4 		$3.88M Buy
81,032
+900
+1% +$43.1K 0.2% 112
2025
Q3 		$3.81M Sell
80,132
-3,042
-4% -$142K 0.21% 108
2025
Q2 		$3.88M Buy
83,174
+8,670
+12% +$405K 0.24% 101
2025
Q1 		$3.56M Buy
74,504
+437
+0.6% +$21.1K 0.24% 98
2024
Q4 		$3.58M Buy
74,067
+2,311
+3% +$113K 0.24% 96
2024
Q3 		$3.54M Buy
71,756
+2,518
+4% +$123K 0.25% 91
2024
Q2 		$3.35M Buy
69,238
+4,920
+8% +$236K 0.26% 91
2024
Q1 		$3.1M Buy
64,318
+2,366
+4% +$113K 0.25% 92
2023
Q4 		$2.95M Sell
61,952
-374
-0.6% -$17.1K 0.25% 93
2023
Q3 		$2.81M Buy
+62,326
New +$2.9M 0.27% 93
2022
Q3 		$284K Buy
6,245
+30
+0.5% +$1.44K 0.03% 359
2022
Q2 		$295K Buy
6,215
+31
+0.5% +$1.51K 0.03% 358
2022
Q1 		$317K Buy
6,184
+35
+0.6% +$1.88K 0.03% 356
2021
Q4 		$345K Buy
6,149
+18
+0.3% +$1.01K 0.03% 358
2021
Q3 		$342K Buy
6,131
+25
+0.4% +$1.41K 0.04% 335
2021
Q2 		$343K Buy
6,106
+27
+0.4% +$1.5K 0.04% 348
2021
Q1 		$332K Sell
6,079
-326
-5% -$17.7K 0.04% 336
2020
Q4 		$344K Buy
6,405
+37
+0.6% +$1.94K 0.04% 309
2020
Q3 		$330K Sell
6,368
-2,037
-24% -$105K 0.05% 283
2020
Q2 		$427K Sell
8,405
-244
-3% -$11.9K 0.07% 236
2020
Q1 		$425K Buy
8,649
+1,301
+18% +$69K 0.08% 214
2019
Q4 		$392K Buy
+7,348
New +$391K 0.06% 234

Other funds holding FMHI

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Meeder Advisory Services
Meeder Advisory Services Dublin, Ohio $2.96B AUM 25.02% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Financial Partners Group (Kansas)
Financial Partners Group (Kansas) Overland Park, Kansas $964M AUM 20.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Principle Wealth Partners
Principle Wealth Partners Madison, Connecticut $2.08B AUM 19.99% 1-Year Est. Return

Cornerstone Wealth Management's FMHI Position: Q3 2026 in Review

Cornerstone Wealth Management increased its First Trust Municipal High Income ETF (FMHI) stake by 0.94% in Q3 2026, buying an estimated $32.6K and bringing the position to 74,128 shares worth $3.32M. The position accounts for 0.14% of the portfolio, ranked #142.

Cornerstone Wealth Management first reported a position in FMHI in Q4 2019 and has held it in 25 quarters since. The position peaked at $3.88M in Q2 2025. 138 funds tracked by Wall St. Rank hold FMHI as of Q3 2026.

  • Cornerstone Wealth Management held 74,128 shares of First Trust Municipal High Income ETF worth $3.32M as of Q3 2026.
  • Cornerstone Wealth Management bought 690 First Trust Municipal High Income ETF shares in Q3 2026, an estimated $32.6K.
  • First Trust Municipal High Income ETF made up 0.14% of Cornerstone Wealth Management's portfolio in Q3 2026, its #142 holding.
  • Cornerstone Wealth Management first reported a position in First Trust Municipal High Income ETF in Q4 2019 and has held it in 25 quarters since.
  • Cornerstone Wealth Management's First Trust Municipal High Income ETF position peaked at $3.88M in Q2 2025.
  • 138 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q3 2026.

Based on Cornerstone Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.