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

Dakota 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 		$593K Buy
12,237
+4,987
+69% +$240K 0.01% 549
2026
Q1 		$345K Sell
7,250
-118
-2% -$5.68K 0.01% 620
2025
Q4 		$353K Buy
+7,368
New +$353K 0.01% 619

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

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

Dakota Wealth Management increased its First Trust Municipal High Income ETF (FMHI) stake by 69% in Q2 2026, buying an estimated $240K and bringing the position to 12,237 shares worth $593K. The position accounts for 0.01% of the portfolio, ranked #549.

Dakota Wealth Management first reported a position in FMHI in Q4 2025 and has held it in 3 quarters since. 191 funds tracked by Wall St. Rank hold FMHI as of Q2 2026.

  • Dakota Wealth Management held 12,237 shares of First Trust Municipal High Income ETF worth $593K as of Q2 2026.
  • Dakota Wealth Management bought 4,987 First Trust Municipal High Income ETF shares in Q2 2026, an estimated $240K.
  • First Trust Municipal High Income ETF made up 0.01% of Dakota Wealth Management's portfolio in Q2 2026, its #549 holding.
  • Dakota Wealth Management first reported a position in First Trust Municipal High Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 191 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.