Gladstone Institutional Advisory’s First Trust Municipal High Income ETF FMHI Stock Holding History

Gladstone Institutional Advisory’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	$393K	Sell	8,104 -1,757	-18%	-$84.6K	0.01%	666
2026 Q1	$469K	Buy	9,861 +157	+2%	+$7.55K	0.02%	551
2025 Q4	$465K	Sell	9,704 -2,558	-21%	-$123K	0.02%	514
2025 Q3	$583K	Buy	12,262 +133	+1%	+$6.2K	0.02%	473
2025 Q2	$566K	Buy	12,129 +333	+3%	+$15.6K	0.02%	466
2025 Q1	$564K	Sell	11,796 -292	-2%	-$14.1K	0.03%	440
2024 Q4	$584K	Buy	12,088 +1,789	+17%	+$87.4K	0.03%	436
2024 Q3	$509K	Sell	10,299 -1,200	-10%	-$58.8K	0.02%	443
2024 Q2	$556K	Buy	+11,499	New	+$551K	0.03%	405
2023 Q4	–	Sell	-20,725	Closed	-$934K	–	677
2023 Q3	$934K	Buy	20,725 +206	+1%	+$9.6K	0.06%	274
2023 Q2	$966K	Sell	20,519 -747	-4%	-$35K	0.06%	286
2023 Q1	$997K	Sell	21,266 -1,519	-7%	-$71.5K	0.06%	286
2022 Q4	$1.05M	Sell	22,785 -215	-0.9%	-$9.87K	0.07%	266
2022 Q3	$1.04M	Sell	23,000 -22,247	-49%	-$1.07M	0.08%	261
2022 Q2	$2.15M	Buy	45,247 +996	+2%	+$48.5K	0.17%	154
2022 Q1	$2.27M	Sell	44,251 -8,775	-17%	-$472K	0.15%	172
2021 Q4	$2.98M	Buy	53,026 +134	+0.3%	+$7.49K	0.23%	119
2021 Q3	$2.95M	Buy	52,892 +198	+0.4%	+$11.2K	0.29%	95
2021 Q2	$2.96M	Buy	52,694 +816	+2%	+$45.3K	0.35%	73
2021 Q1	$2.83M	Buy	51,878 +213	+0.4%	+$11.6K	0.44%	59
2020 Q4	$2.77M	Sell	51,665 -188	-0.4%	-$9.88K	0.55%	49
2020 Q3	$2.68M	Buy	51,853 +313	+0.6%	+$16.2K	0.64%	36
2020 Q2	$2.62M	Sell	51,540 -4,324	-8%	-$212K	0.67%	37
2020 Q1	$2.74M	Sell	55,864 -58,011	-51%	-$3.08M	0.71%	31
2019 Q4	$6.07M	Sell	113,875 -380	-0.3%	-$20.2K	1.49%	16
2019 Q3	$6.08M	Buy	114,255 +13,831	+14%	+$733K	1.55%	15
2019 Q2	$5.25M	Sell	100,424 -4,916	-5%	-$255K	1.6%	12
2019 Q1	$5.4M	Sell	105,340 -5,847	-5%	-$295K	1.98%	12
2018 Q4	$5.56M	Buy	+111,187	New	+$5.53M	3.24%	7

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

Gladstone Institutional Advisory's FMHI Position: Q2 2026 in Review

Gladstone Institutional Advisory reduced its First Trust Municipal High Income ETF (FMHI) stake by 18% in Q2 2026, selling an estimated $84.6K and leaving 8,104 shares worth $393K. The position accounts for 0.01% of the portfolio, ranked #666.

Gladstone Institutional Advisory first reported a position in FMHI in Q4 2018 and has held it in 29 quarters since. The position peaked at $6.08M in Q3 2019. 191 funds tracked by Wall St. Rank hold FMHI as of Q2 2026.

Gladstone Institutional Advisory held 8,104 shares of First Trust Municipal High Income ETF worth $393K as of Q2 2026.
Gladstone Institutional Advisory sold 1,757 First Trust Municipal High Income ETF shares in Q2 2026, an estimated $84.6K.
First Trust Municipal High Income ETF made up 0.01% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #666 holding.
Gladstone Institutional Advisory first reported a position in First Trust Municipal High Income ETF in Q4 2018 and has held it in 29 quarters since.
Gladstone Institutional Advisory's First Trust Municipal High Income ETF position peaked at $6.08M in Q3 2019.
191 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.