EH
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Equitable Holdings’s First Trust Municipal High Income ETF FMHI Stock Holding History

Equitable Holdings’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 		$3.46M Sell
71,455
-2,608
-4% -$126K 0.02% 566
2026
Q1 		$3.55M Sell
74,063
-4,761
-6% -$229K 0.02% 550
2025
Q4 		$3.78M Sell
78,824
-1,483
-2% -$71.1K 0.03% 451
2025
Q3 		$3.82M Buy
80,307
+2,344
+3% +$109K 0.03% 424
2025
Q2 		$3.64M Buy
77,963
+26,478
+51% +$1.24M 0.03% 406
2025
Q1 		$2.46M Buy
51,485
+3,275
+7% +$158K 0.02% 455
2024
Q4 		$2.33M Buy
48,210
+2,626
+6% +$128K 0.02% 442
2024
Q3 		$2.25M Buy
45,584
+8,267
+22% +$405K 0.02% 458
2024
Q2 		$1.8M Buy
37,317
+3,978
+12% +$191K 0.02% 489
2024
Q1 		$1.61M Buy
33,339
+5,904
+22% +$283K 0.02% 503
2023
Q4 		$1.31M Buy
27,435
+4,979
+22% +$228K 0.02% 519
2023
Q3 		$1.01M Buy
22,456
+175
+0.8% +$8.15K 0.01% 538
2023
Q2 		$1.05M Buy
22,281
+9,665
+77% +$453K 0.02% 506
2023
Q1 		$592K Buy
12,616
+1,196
+10% +$56.3K 0.01% 601
2022
Q4 		$529K Buy
+11,420
New +$524K 0.01% 600
2022
Q2 		– Sell
-17,345
Closed -$888K – 872
2022
Q1 		$888K Buy
17,345
+110
+0.6% +$5.92K 0.01% 436
2021
Q4 		$967K Buy
17,235
+2,450
+17% +$137K 0.02% 402
2021
Q3 		$825K Buy
14,785
+4,540
+44% +$257K 0.01% 421
2021
Q2 		$576K Buy
10,245
+6,345
+163% +$353K 0.01% 505
2021
Q1 		$213K Buy
+3,900
New +$212K ﹤0.01% 708

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

Equitable Holdings's FMHI Position: Q2 2026 in Review

Equitable Holdings reduced its First Trust Municipal High Income ETF (FMHI) stake by 3.5% in Q2 2026, selling an estimated $126K and leaving 71,455 shares worth $3.46M. The position accounts for 0.02% of the portfolio, ranked #566.

Equitable Holdings first reported a position in FMHI in Q1 2021 and has held it in 20 quarters since. The position peaked at $3.82M in Q3 2025. 191 funds tracked by Wall St. Rank hold FMHI as of Q2 2026.

  • Equitable Holdings held 71,455 shares of First Trust Municipal High Income ETF worth $3.46M as of Q2 2026.
  • Equitable Holdings sold 2,608 First Trust Municipal High Income ETF shares in Q2 2026, an estimated $126K.
  • First Trust Municipal High Income ETF made up 0.02% of Equitable Holdings's portfolio in Q2 2026, its #566 holding.
  • Equitable Holdings first reported a position in First Trust Municipal High Income ETF in Q1 2021 and has held it in 20 quarters since.
  • Equitable Holdings's First Trust Municipal High Income ETF position peaked at $3.82M in Q3 2025.
  • 191 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.