Curran Financial Partners’s First Trust Municipal High Income ETF FMHI Stock Holding History

Curran Financial Partners’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	$1.37M	Buy	28,207 +11,944	+73%	+$575K	0.2%	58
2026 Q1	$773K	Sell	16,263 -1,632	-9%	-$78.5K	0.14%	72
2025 Q4	$858K	Buy	17,895 +2,531	+16%	+$121K	0.16%	70
2025 Q3	$730K	Buy	15,364 +5,256	+52%	+$245K	0.14%	81
2025 Q2	$472K	Sell	10,108 -765	-7%	-$35.7K	0.1%	86
2025 Q1	$520K	Buy	10,873 +5,152	+90%	+$249K	0.13%	64
2024 Q4	$276K	Buy	+5,721	New	+$279K	0.07%	81

Other funds holding FMHI

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

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

Curran Financial Partners's FMHI Position: Q2 2026 in Review

Curran Financial Partners increased its First Trust Municipal High Income ETF (FMHI) stake by 73% in Q2 2026, buying an estimated $575K and bringing the position to 28,207 shares worth $1.37M. The position accounts for 0.2% of the portfolio, ranked #58.

Curran Financial Partners first reported a position in FMHI in Q4 2024 and has held it in 7 quarters since. 191 funds tracked by Wall St. Rank hold FMHI as of Q2 2026.

Curran Financial Partners held 28,207 shares of First Trust Municipal High Income ETF worth $1.37M as of Q2 2026.
Curran Financial Partners bought 11,944 First Trust Municipal High Income ETF shares in Q2 2026, an estimated $575K.
First Trust Municipal High Income ETF made up 0.2% of Curran Financial Partners's portfolio in Q2 2026, its #58 holding.
Curran Financial Partners first reported a position in First Trust Municipal High Income ETF in Q4 2024 and has held it in 7 quarters since.
191 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q2 2026.

Based on Curran Financial Partners's 13F filing for Q2 2026, filed 12 Aug 2026.