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

Golden State 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	$16K	Buy	329 +104	+46%	+$5.01K	﹤0.01%	995
2026 Q1	$10.7K	Hold	225	–	–	﹤0.01%	1074
2025 Q4	$10.8K	Hold	225	–	–	﹤0.01%	1085
2025 Q3	$10.7K	Hold	225	–	–	﹤0.01%	1085
2025 Q2	$10.5K	Hold	225	–	–	﹤0.01%	1066
2025 Q1	$10.8K	Hold	225	–	–	﹤0.01%	979
2024 Q4	$10.9K	Buy	+225	New	+$11K	﹤0.01%	943

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

Golden State Wealth Management's FMHI Position: Q2 2026 in Review

Golden State Wealth Management increased its First Trust Municipal High Income ETF (FMHI) stake by 46% in Q2 2026, buying an estimated $5.01K and bringing the position to 329 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #995.

Golden State Wealth Management first reported a position in FMHI in Q4 2024 and has held it in 7 quarters since. 191 funds tracked by Wall St. Rank hold FMHI as of Q2 2026.

Golden State Wealth Management held 329 shares of First Trust Municipal High Income ETF worth $16K as of Q2 2026.
Golden State Wealth Management bought 104 First Trust Municipal High Income ETF shares in Q2 2026, an estimated $5.01K.
First Trust Municipal High Income ETF made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #995 holding.
Golden State Wealth Management first reported a position in First Trust Municipal High Income ETF in Q4 2024 and has held it in 7 quarters since.
191 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.