Evolution Wealth Management’s First Trust Municipal High Income ETF FMHI Stock Holding History

Evolution Wealth Management’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	$28.2K	Hold	582	–	–	0.02%	403
2026 Q1	$27.7K	Hold	582	–	–	0.02%	372
2025 Q4	$27.9K	Hold	582	–	–	0.02%	314
2025 Q3	$27.7K	Hold	582	–	–	0.03%	264
2025 Q2	$27.2K	Buy	+582	New	+$27.2K	0.03%	243

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

Evolution Wealth Management's FMHI Position: Q2 2026 in Review

Evolution Wealth Management held its First Trust Municipal High Income ETF (FMHI) position steady in Q2 2026 at 582 shares worth $28.2K. The position accounts for 0.02% of the portfolio, ranked #403.

Evolution Wealth Management first reported a position in FMHI in Q2 2025 and has held it in 5 quarters since. 191 funds tracked by Wall St. Rank hold FMHI as of Q2 2026.

Evolution Wealth Management held 582 shares of First Trust Municipal High Income ETF worth $28.2K as of Q2 2026.
Evolution Wealth Management left its First Trust Municipal High Income ETF share count unchanged in Q2 2026.
First Trust Municipal High Income ETF made up 0.02% of Evolution Wealth Management's portfolio in Q2 2026, its #403 holding.
Evolution Wealth Management first reported a position in First Trust Municipal High Income ETF in Q2 2025 and has held it in 5 quarters since.
191 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.