GRP
FMHI icon

Global Retirement Partners’s First Trust Municipal High Income ETF FMHI Stock Holding History

Global Retirement 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 		$536K Buy
+11,048
New +$532K 0.01% 999
2025
Q4 		$509K Buy
10,615
+110
+1% +$5.27K 0.01% 951
2025
Q3 		$499K Buy
10,505
+2,107
+25% +$98.3K 0.01% 769
2025
Q2 		$392K Buy
+8,398
New +$392K 0.01% 813
2024
Q4 		$397K Buy
8,228
+81
+1% +$3.96K 0.01% 711
2024
Q3 		$402K Sell
8,147
-93
-1% -$4.55K 0.01% 700
2024
Q2 		$398K Buy
8,240
+79
+1% +$3.79K 0.01% 672
2024
Q1 		$393K Buy
8,161
+51
+0.6% +$2.44K 0.01% 590
2023
Q4 		$388K Sell
8,110
-787
-9% -$36K 0.02% 547
2023
Q3 		$398K Buy
8,897
+77
+0.9% +$3.59K 0.02% 489
2023
Q2 		$415K Buy
8,820
+1,050
+14% +$49.2K 0.02% 494
2023
Q1 		$365K Buy
7,770
+1,085
+16% +$51.1K 0.02% 496
2022
Q4 		$309K Buy
6,685
+1,435
+27% +$65.9K 0.02% 478
2022
Q3 		$234K Buy
5,250
+4,750
+950% +$228K 0.02% 526
2022
Q2 		$24K Sell
500
-990
-66% -$48.2K ﹤0.01% 1279
2022
Q1 		$72K Buy
+1,490
New +$80.1K 0.01% 858
2021
Q4 		– Sell
-600
Closed -$33K – 770
2021
Q3 		$33K Buy
+600
New +$33.9K ﹤0.01% 1011

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

Global Retirement Partners's FMHI Position: Q2 2026 in Review

Global Retirement Partners opened a new position in First Trust Municipal High Income ETF (FMHI) in Q2 2026: 11,048 shares worth $536K. The stake represents 0.01% of the portfolio and ranks #999 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in FMHI as recently as Q4 2025.

Global Retirement Partners first reported a position in FMHI in Q3 2021 and has held it in 17 quarters since. 191 funds tracked by Wall St. Rank hold FMHI as of Q2 2026.

  • Global Retirement Partners held 11,048 shares of First Trust Municipal High Income ETF worth $536K as of Q2 2026.
  • First Trust Municipal High Income ETF was a new Global Retirement Partners position in Q2 2026.
  • First Trust Municipal High Income ETF made up 0.01% of Global Retirement Partners's portfolio in Q2 2026, its #999 holding.
  • Global Retirement Partners first reported a position in First Trust Municipal High Income ETF in Q3 2021 and has held it in 17 quarters since.
  • 191 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.