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DHJJ Financial Advisors’s First Trust Municipal High Income ETF FMHI Stock Holding History

DHJJ Financial Advisors’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 		$403K Sell
8,304
-671
-7% -$32.3K 0.12% 134
2026
Q1 		$427K Buy
8,975
+64
+0.7% +$3.08K 0.14% 117
2025
Q4 		$427K Sell
8,911
-9
-0.1% -$431 0.14% 114
2025
Q3 		$424K Sell
8,920
-1,072
-11% -$50K 0.14% 112
2025
Q2 		$467K Buy
9,992
+1,878
+23% +$87.7K 0.17% 101
2025
Q1 		$388K Sell
8,114
-294
-3% -$14.2K 0.16% 108
2024
Q4 		$406K Buy
8,408
+21
+0.3% +$1.02K 0.16% 107
2024
Q3 		$414K Buy
8,387
+175
+2% +$8.57K 0.16% 106
2024
Q2 		$397K Buy
8,212
+85
+1% +$4.08K 0.17% 106
2024
Q1 		$392K Buy
8,127
+229
+3% +$11K 0.17% 96
2023
Q4 		$377K Sell
7,898
-554
-7% -$25.3K 0.18% 92
2023
Q3 		$381K Sell
8,452
-380
-4% -$17.7K 0.19% 87
2023
Q2 		$416K Buy
8,832
+264
+3% +$12.4K 0.22% 89
2023
Q1 		$402K Buy
8,568
+42
+0.5% +$1.98K 0.22% 89
2022
Q4 		$409K Buy
8,526
+2,791
+49% +$128K 0.23% 89
2022
Q3 		$260K Sell
5,735
-185
-3% -$8.88K 0.15% 109
2022
Q2 		$281K Sell
5,920
-181
-3% -$8.81K 0.16% 109
2022
Q1 		$315K Buy
6,101
+1,207
+25% +$64.9K 0.15% 108
2021
Q4 		$285K Buy
+4,894
New +$273K 0.13% 111

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

DHJJ Financial Advisors's FMHI Position: Q2 2026 in Review

DHJJ Financial Advisors reduced its First Trust Municipal High Income ETF (FMHI) stake by 7.5% in Q2 2026, selling an estimated $32.3K and leaving 8,304 shares worth $403K. The position accounts for 0.12% of the portfolio, ranked #134.

DHJJ Financial Advisors first reported a position in FMHI in Q4 2021 and has held it in 19 quarters since. The position peaked at $467K in Q2 2025. 191 funds tracked by Wall St. Rank hold FMHI as of Q2 2026.

  • DHJJ Financial Advisors held 8,304 shares of First Trust Municipal High Income ETF worth $403K as of Q2 2026.
  • DHJJ Financial Advisors sold 671 First Trust Municipal High Income ETF shares in Q2 2026, an estimated $32.3K.
  • First Trust Municipal High Income ETF made up 0.12% of DHJJ Financial Advisors's portfolio in Q2 2026, its #134 holding.
  • DHJJ Financial Advisors first reported a position in First Trust Municipal High Income ETF in Q4 2021 and has held it in 19 quarters since.
  • DHJJ Financial Advisors's First Trust Municipal High Income ETF position peaked at $467K in Q2 2025.
  • 191 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.