Essex Savings Bank’s First Trust Municipal High Income ETF FMHI Stock Holding History

Essex Savings Bank’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	$394K	Buy	+8,127	New	+$391K	0.09%	194

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FPGK

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SlateStone Wealth Jupiter, Florida $1.31B AUM 26.51% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

EFP

EnRich Financial Partners Madison, Wisconsin $421M AUM 21.54% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

VPW

Vaquero Private Wealth Dallas, Texas $486M AUM

PGF

Plan Group Financial Oklahoma City, Oklahoma $486M AUM 23.53% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Essex Savings Bank's FMHI Position: Q2 2026 in Review

Essex Savings Bank opened a new position in First Trust Municipal High Income ETF (FMHI) in Q2 2026: 8,127 shares worth $394K. The stake represents 0.09% of the portfolio and ranks #194 among its holdings.

89 funds tracked by Wall St. Rank hold FMHI as of Q2 2026.

Essex Savings Bank held 8,127 shares of First Trust Municipal High Income ETF worth $394K as of Q2 2026.
First Trust Municipal High Income ETF was a new Essex Savings Bank position in Q2 2026.
First Trust Municipal High Income ETF made up 0.09% of Essex Savings Bank's portfolio in Q2 2026, its #194 holding.
89 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q2 2026.

Based on Essex Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.