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

Daymark 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	–	Sell	-46,464	Closed	-$2.21M	–	830
2026 Q1	$2.21M	Sell	46,464 -4,061	-8%	-$195K	0.07%	197
2025 Q4	$2.42M	Buy	50,525 +4,558	+10%	+$218K	0.08%	174
2025 Q3	$2.18M	Sell	45,967 -1,620	-3%	-$75.6K	0.07%	183
2025 Q2	$2.22M	Buy	+47,587	New	+$2.22M	0.08%	172

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

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

Daymark Wealth Partners sold out of First Trust Municipal High Income ETF (FMHI) in Q2 2026, closing a stake of 46,464 shares — an estimated $2.21M sold.

Daymark Wealth Partners first reported a position in FMHI in Q2 2025 and held it in 4 quarters. The position peaked at $2.42M in Q4 2025. 191 funds tracked by Wall St. Rank hold FMHI as of Q2 2026.

Daymark Wealth Partners reported no remaining First Trust Municipal High Income ETF position as of Q2 2026 after selling out during the quarter.
Daymark Wealth Partners sold 46,464 First Trust Municipal High Income ETF shares in Q2 2026, an estimated $2.21M.
Daymark Wealth Partners first reported a position in First Trust Municipal High Income ETF in Q2 2025 and held it in 4 quarters.
Daymark Wealth Partners's First Trust Municipal High Income ETF position peaked at $2.42M in Q4 2025.
191 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.