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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
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 $59.8B AUM 29.42% 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

Cornerstone Wealth Management's FMHI Position: Q2 2026 in Review

Cornerstone Wealth Management reduced its First Trust Municipal High Income ETF (FMHI) stake by 6% in Q2 2026, selling an estimated $225K and leaving 73,438 shares worth $3.56M. The position accounts for 0.15% of the portfolio, ranked #141.

Cornerstone Wealth Management first reported a position in FMHI in Q4 2019 and has held it in 24 quarters since. The position peaked at $3.88M in Q2 2025. 191 funds tracked by Wall St. Rank hold FMHI as of Q2 2026.

  • Cornerstone Wealth Management held 73,438 shares of First Trust Municipal High Income ETF worth $3.56M as of Q2 2026.
  • Cornerstone Wealth Management sold 4,666 First Trust Municipal High Income ETF shares in Q2 2026, an estimated $225K.
  • First Trust Municipal High Income ETF made up 0.15% of Cornerstone Wealth Management's portfolio in Q2 2026, its #141 holding.
  • Cornerstone Wealth Management first reported a position in First Trust Municipal High Income ETF in Q4 2019 and has held it in 24 quarters since.
  • Cornerstone Wealth Management's First Trust Municipal High Income ETF position peaked at $3.88M in Q2 2025.
  • 191 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.