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

Hedeker Wealth’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 		$510K Buy
10,518
+558
+6% +$26.9K 0.1% 77
2026
Q1 		$473K Buy
9,960
+64
+0.6% +$3.08K 0.1% 76
2025
Q4 		$474K Buy
9,896
+104
+1% +$4.98K 0.1% 76
2025
Q3 		$465K Buy
9,792
+297
+3% +$13.9K 0.1% 84
2025
Q2 		$443K Sell
9,495
-314
-3% -$14.7K 0.1% 81
2025
Q1 		$469K Buy
9,809
+337
+4% +$16.3K 0.13% 82
2024
Q4 		$457K Buy
9,472
+52
+0.6% +$2.54K 0.11% 81
2024
Q3 		$465K Hold
9,420
– – 0.12% 77
2024
Q2 		$455K Sell
9,420
-194
-2% -$9.3K 0.13% 79
2024
Q1 		$463K Buy
9,614
+122
+1% +$5.84K 0.13% 84
2023
Q4 		$453K Hold
9,492
– – 0.14% 83
2023
Q3 		$428K Sell
9,492
-1,172
-11% -$54.6K 0.15% 80
2023
Q2 		$502K Hold
10,664
– – 0.17% 88
2023
Q1 		$500K Buy
10,664
+4,995
+88% +$235K 0.18% 86
2022
Q4 		$262K Buy
5,669
+563
+11% +$25.9K 0.1% 89
2022
Q3 		$231K Buy
+5,106
New +$245K 0.09% 85
2022
Q2 		– Sell
-16,479
Closed -$843K – 89
2022
Q1 		$843K Buy
16,479
+618
+4% +$33.2K 0.26% 75
2021
Q4 		$890K Buy
15,861
+1,040
+7% +$58.1K 0.26% 72
2021
Q3 		$826K Buy
+14,821
New +$838K 0.26% 73

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

Hedeker Wealth's FMHI Position: Q2 2026 in Review

Hedeker Wealth increased its First Trust Municipal High Income ETF (FMHI) stake by 5.6% in Q2 2026, buying an estimated $26.9K and bringing the position to 10,518 shares worth $510K. The position accounts for 0.1% of the portfolio, ranked #77.

Hedeker Wealth first reported a position in FMHI in Q3 2021 and has held it in 19 quarters since. The position peaked at $890K in Q4 2021. 191 funds tracked by Wall St. Rank hold FMHI as of Q2 2026.

  • Hedeker Wealth held 10,518 shares of First Trust Municipal High Income ETF worth $510K as of Q2 2026.
  • Hedeker Wealth bought 558 First Trust Municipal High Income ETF shares in Q2 2026, an estimated $26.9K.
  • First Trust Municipal High Income ETF made up 0.1% of Hedeker Wealth's portfolio in Q2 2026, its #77 holding.
  • Hedeker Wealth first reported a position in First Trust Municipal High Income ETF in Q3 2021 and has held it in 19 quarters since.
  • Hedeker Wealth's First Trust Municipal High Income ETF position peaked at $890K in Q4 2021.
  • 191 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q2 2026.

Based on Hedeker Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.