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FMHI icon

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

CreativeOne Wealth’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 		$449K Sell
9,262
-2,666
-22% -$128K 0.01% 838
2026
Q1 		$567K Buy
11,928
+344
+3% +$16.5K 0.01% 758
2025
Q4 		$555K Buy
11,584
+1,750
+18% +$83.9K 0.01% 754
2025
Q3 		$467K Sell
9,834
-2,142
-18% -$99.9K 0.01% 792
2025
Q2 		$559K Sell
11,976
-408
-3% -$19.1K 0.01% 700
2025
Q1 		$592K Sell
12,384
-2,079
-14% -$101K 0.02% 639
2024
Q4 		$698K Buy
+14,463
New +$706K 0.02% 598

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

CreativeOne Wealth's FMHI Position: Q2 2026 in Review

CreativeOne Wealth reduced its First Trust Municipal High Income ETF (FMHI) stake by 22% in Q2 2026, selling an estimated $128K and leaving 9,262 shares worth $449K. The position accounts for 0.01% of the portfolio, ranked #838.

CreativeOne Wealth first reported a position in FMHI in Q4 2024 and has held it in 7 quarters since. The position peaked at $698K in Q4 2024. 191 funds tracked by Wall St. Rank hold FMHI as of Q2 2026.

  • CreativeOne Wealth held 9,262 shares of First Trust Municipal High Income ETF worth $449K as of Q2 2026.
  • CreativeOne Wealth sold 2,666 First Trust Municipal High Income ETF shares in Q2 2026, an estimated $128K.
  • First Trust Municipal High Income ETF made up 0.01% of CreativeOne Wealth's portfolio in Q2 2026, its #838 holding.
  • CreativeOne Wealth first reported a position in First Trust Municipal High Income ETF in Q4 2024 and has held it in 7 quarters since.
  • CreativeOne Wealth's First Trust Municipal High Income ETF position peaked at $698K in Q4 2024.
  • 191 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.