Hobart Private Capital’s First Trust Municipal High Income ETF FMHI Stock Holding History

Hobart Private Capital’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	$1.3M	Buy	26,834 +5,609	+26%	+$270K	0.22%	67
2026 Q1	$1.01M	Buy	21,225 +2,845	+15%	+$137K	0.2%	66
2025 Q4	$881K	Hold	18,380	–	–	0.17%	73
2025 Q3	$873K	Buy	18,380 +5,336	+41%	+$249K	0.18%	67
2025 Q2	$609K	Sell	13,044 -12,580	-49%	-$588K	0.14%	70
2025 Q1	$1.22M	Buy	25,624 +1,348	+6%	+$65.2K	0.31%	52
2024 Q4	$1.17M	Buy	24,276 +8,426	+53%	+$411K	0.29%	49
2024 Q3	$783K	Buy	15,850 +254	+2%	+$12.4K	0.2%	47
2024 Q2	$754K	Buy	15,596 +4,273	+38%	+$205K	0.21%	44
2024 Q1	$546K	Buy	11,323 +37	+0.3%	+$1.77K	0.17%	50
2023 Q4	$538K	Buy	+11,286	New	+$516K	0.18%	45

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

Hobart Private Capital's FMHI Position: Q2 2026 in Review

Hobart Private Capital increased its First Trust Municipal High Income ETF (FMHI) stake by 26% in Q2 2026, buying an estimated $270K and bringing the position to 26,834 shares worth $1.3M. The position accounts for 0.22% of the portfolio, ranked #67.

Hobart Private Capital first reported a position in FMHI in Q4 2023 and has held it in 11 quarters since. 191 funds tracked by Wall St. Rank hold FMHI as of Q2 2026.

Hobart Private Capital held 26,834 shares of First Trust Municipal High Income ETF worth $1.3M as of Q2 2026.
Hobart Private Capital bought 5,609 First Trust Municipal High Income ETF shares in Q2 2026, an estimated $270K.
First Trust Municipal High Income ETF made up 0.22% of Hobart Private Capital's portfolio in Q2 2026, its #67 holding.
Hobart Private Capital first reported a position in First Trust Municipal High Income ETF in Q4 2023 and has held it in 11 quarters since.
191 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q2 2026.

Based on Hobart Private Capital's 13F filing for Q2 2026, filed 6 Jul 2026.