Dynamic Advisor Solutions’s First Trust Municipal High Income ETF FMHI Stock Holding History

Dynamic Advisor Solutions’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 Q3	$502K	Buy	11,186 +2,851	+34%	+$135K	0.01%	665
2026 Q2	$404K	Buy	8,335 +252	+3%	+$12.1K	0.01%	746
2026 Q1	$384K	Buy	8,083 +10	+0.1%	+$481	0.01%	723
2025 Q4	$387K	Buy	8,073 +419	+5%	+$20.1K	0.01%	697
2025 Q3	$364K	Buy	7,654 +2,636	+53%	+$123K	0.01%	718
2025 Q2	$234K	Buy	+5,018	New	+$234K	0.01%	816
2022 Q4	–	Sell	-4,838	Closed	-$220K	–	734
2022 Q3	$220K	Sell	4,838 -515	-10%	-$24.7K	0.02%	609
2022 Q2	$254K	Sell	5,353 -1,398	-21%	-$68K	0.02%	579
2022 Q1	$346K	Buy	6,751 +2,023	+43%	+$109K	0.02%	525
2021 Q4	$265K	Buy	+4,728	New	+$264K	0.02%	608

Other funds holding FMHI

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Financial Partners Group (Kansas) Overland Park, Kansas $964M AUM 20.66% 1-Year Est. Return

EnRich Financial Partners Madison, Wisconsin $416M AUM 13.21% 1-Year Est. Return

Plan Group Financial Oklahoma City, Oklahoma $510M AUM 17.41% 1-Year Est. Return

Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return

Econ Financial Services Harrisburg, Pennsylvania $239M AUM 2.77% 1-Year Est. Return

Boyce & Associates Wealth Consulting Cedar Park, Texas $165M AUM 13.3% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Dynamic Advisor Solutions's FMHI Position: Q3 2026 in Review

Dynamic Advisor Solutions increased its First Trust Municipal High Income ETF (FMHI) stake by 34% in Q3 2026, buying an estimated $135K and bringing the position to 11,186 shares worth $502K. The position accounts for 0.01% of the portfolio, ranked #665.

Dynamic Advisor Solutions first reported a position in FMHI in Q4 2021 and has held it in 10 quarters since. 37 funds tracked by Wall St. Rank hold FMHI as of Q3 2026.

Dynamic Advisor Solutions held 11,186 shares of First Trust Municipal High Income ETF worth $502K as of Q3 2026.
Dynamic Advisor Solutions bought 2,851 First Trust Municipal High Income ETF shares in Q3 2026, an estimated $135K.
First Trust Municipal High Income ETF made up 0.01% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #665 holding.
Dynamic Advisor Solutions first reported a position in First Trust Municipal High Income ETF in Q4 2021 and has held it in 10 quarters since.
37 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.