EnRich Financial Partners’s First Trust Municipal High Income ETF FMHI Stock Holding History

EnRich Financial 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	$9.09M	Buy	187,384 +8,404	+5%	+$405K	2.16%	13
2026 Q1	$8.51M	Buy	178,980 +2,159	+1%	+$104K	2.26%	12
2025 Q4	$8.48M	Buy	176,821 +1,871	+1%	+$89.7K	2.31%	13
2025 Q3	$8.31M	Buy	174,950 +6,777	+4%	+$316K	2.37%	13
2025 Q2	$7.85M	Buy	168,173 +2,735	+2%	+$128K	2.41%	13
2025 Q1	$7.91M	Buy	165,438 +4,901	+3%	+$237K	2.66%	13
2024 Q4	$7.75M	Buy	160,537 +20,625	+15%	+$1.01M	2.58%	13
2024 Q3	$6.91M	Buy	139,912 +6,990	+5%	+$342K	2.31%	13
2024 Q2	$6.42M	Sell	132,922 -331	-0.2%	-$15.9K	2.36%	13
2024 Q1	$6.42M	Buy	133,253 +2,600	+2%	+$124K	2.4%	13
2023 Q4	$6.23M	Buy	+130,653	New	+$5.98M	2.6%	14

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

EnRich Financial Partners's FMHI Position: Q2 2026 in Review

EnRich Financial Partners increased its First Trust Municipal High Income ETF (FMHI) stake by 4.7% in Q2 2026, buying an estimated $405K and bringing the position to 187,384 shares worth $9.09M. The position accounts for 2.16% of the portfolio, ranked #13.

EnRich Financial Partners first reported a position in FMHI in Q4 2023 and has held it in 11 quarters since. 191 funds tracked by Wall St. Rank hold FMHI as of Q2 2026.

EnRich Financial Partners held 187,384 shares of First Trust Municipal High Income ETF worth $9.09M as of Q2 2026.
EnRich Financial Partners bought 8,404 First Trust Municipal High Income ETF shares in Q2 2026, an estimated $405K.
First Trust Municipal High Income ETF made up 2.16% of EnRich Financial Partners's portfolio in Q2 2026, its #13 holding.
EnRich Financial Partners first reported a position in First Trust Municipal High Income ETF in Q4 2023 and has held it in 11 quarters since.
191 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q2 2026.

Based on EnRich Financial Partners's 13F filing for Q2 2026, filed 27 Jul 2026.