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Crumly & Associates’s First Trust Municipal High Income ETF FMHI Stock Holding History

Crumly & Associates’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 		$996K Sell
20,536
-48,335
-70% -$2.33M 0.19% 73
2026
Q1 		$3.27M Sell
68,871
-8,983
-12% -$432K 0.69% 34
2025
Q4 		$3.73M Sell
77,854
-1,593
-2% -$76.3K 0.78% 35
2025
Q3 		$3.77M Buy
79,447
+18,881
+31% +$881K 0.83% 33
2025
Q2 		$2.83M Sell
60,566
-36,542
-38% -$1.71M 0.69% 35
2025
Q1 		$4.64M Sell
97,108
-5,683
-6% -$275K 1.28% 28
2024
Q4 		$4.96M Sell
102,791
-6,817
-6% -$333K 1.35% 24
2024
Q3 		$5.41M Buy
109,608
+10,110
+10% +$495K 1.5% 23
2024
Q2 		$4.81M Sell
99,498
-85,544
-46% -$4.1M 1.38% 24
2024
Q1 		$8.92M Sell
185,042
-22,619
-11% -$1.08M 2.34% 13
2023
Q4 		$9.9M Buy
207,661
+149,917
+260% +$6.86M 2.88% 8
2023
Q3 		$2.6M Buy
57,744
+1,700
+3% +$79.2K 1.02% 31
2023
Q2 		$2.64M Buy
56,044
+45,266
+420% +$2.12M 1.06% 31
2023
Q1 		$505K Buy
+10,778
New +$507K 0.22% 68

Other funds holding FMHI

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FPGK
Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return
SW
SlateStone Wealth Jupiter, Florida $1.31B AUM 26.51% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
EFP
EnRich Financial Partners Madison, Wisconsin $421M AUM 21.54% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
VPW
Vaquero Private Wealth Dallas, Texas $486M AUM
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
ATS
Ashton Thomas Securities Rochester, New York $677M AUM 22.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Crumly & Associates's FMHI Position: Q2 2026 in Review

Crumly & Associates reduced its First Trust Municipal High Income ETF (FMHI) stake by 70% in Q2 2026, selling an estimated $2.33M and leaving 20,536 shares worth $996K. The position accounts for 0.19% of the portfolio, ranked #73.

Crumly & Associates first reported a position in FMHI in Q1 2023 and has held it in 14 quarters since. The position peaked at $9.9M in Q4 2023. 81 funds tracked by Wall St. Rank hold FMHI as of Q2 2026.

  • Crumly & Associates held 20,536 shares of First Trust Municipal High Income ETF worth $996K as of Q2 2026.
  • Crumly & Associates sold 48,335 First Trust Municipal High Income ETF shares in Q2 2026, an estimated $2.33M.
  • First Trust Municipal High Income ETF made up 0.19% of Crumly & Associates's portfolio in Q2 2026, its #73 holding.
  • Crumly & Associates first reported a position in First Trust Municipal High Income ETF in Q1 2023 and has held it in 14 quarters since.
  • Crumly & Associates's First Trust Municipal High Income ETF position peaked at $9.9M in Q4 2023.
  • 81 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q2 2026.

Based on Crumly & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.