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

Cyndeo Wealth 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	$4.46M	Hold	92,000	–	–	0.21%	118
2026 Q1	$4.37M	Hold	92,000	–	–	0.23%	106
2025 Q4	$4.41M	Sell	92,000 -1,046	-1%	-$50.1K	0.24%	103
2025 Q3	$4.42M	Sell	93,046 -2,232	-2%	-$104K	0.25%	101
2025 Q2	$4.45M	Hold	95,278	–	–	0.26%	102
2025 Q1	$4.55M	Buy	95,278 +7,208	+8%	+$349K	0.3%	98
2024 Q4	$4.25M	Buy	88,070 +1,957	+2%	+$95.6K	0.29%	97
2024 Q3	$4.25M	Sell	86,113 -2,976	-3%	-$146K	0.3%	91
2024 Q2	$4.3M	Hold	89,089	–	–	0.34%	88
2024 Q1	$4.29M	Sell	89,089 -12,760	-13%	-$611K	0.36%	87
2023 Q4	$4.86M	Buy	101,849 +87,894	+630%	+$4.02M	0.45%	72
2023 Q3	$629K	Hold	13,955	–	–	0.07%	208
2023 Q2	$657K	Sell	13,955 -3,387	-20%	-$159K	0.07%	197
2023 Q1	$813K	Sell	17,342 -152,694	-90%	-$7.19M	0.09%	186
2022 Q4	$7.87M	Buy	+170,036	New	+$7.81M	0.92%	22

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

Cyndeo Wealth Partners's FMHI Position: Q2 2026 in Review

Cyndeo Wealth Partners held its First Trust Municipal High Income ETF (FMHI) position steady in Q2 2026 at 92,000 shares worth $4.46M. The position accounts for 0.21% of the portfolio, ranked #118.

Cyndeo Wealth Partners first reported a position in FMHI in Q4 2022 and has held it in 15 quarters since. The position peaked at $7.87M in Q4 2022. 191 funds tracked by Wall St. Rank hold FMHI as of Q2 2026.

Cyndeo Wealth Partners held 92,000 shares of First Trust Municipal High Income ETF worth $4.46M as of Q2 2026.
Cyndeo Wealth Partners left its First Trust Municipal High Income ETF share count unchanged in Q2 2026.
First Trust Municipal High Income ETF made up 0.21% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #118 holding.
Cyndeo Wealth Partners first reported a position in First Trust Municipal High Income ETF in Q4 2022 and has held it in 15 quarters since.
Cyndeo Wealth Partners's First Trust Municipal High Income ETF position peaked at $7.87M in Q4 2022.
191 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.