IA
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IFG Advisory’s First Trust Municipal High Income ETF FMHI Stock Holding History

IFG 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 		$868K Buy
+17,897
New +$861K 0.03% 458
2026
Q1 		– Sell
-17,527
Closed -$840K – 509
2025
Q4 		$840K Buy
17,527
+126
+0.7% +$6.04K 0.04% 408
2025
Q3 		$827K Buy
17,401
+178
+1% +$8.3K 0.04% 395
2025
Q2 		$804K Buy
17,223
+5,673
+49% +$265K 0.04% 386
2025
Q1 		$552K Buy
11,550
+114
+1% +$5.51K 0.03% 424
2024
Q4 		$552K Buy
11,436
+115
+1% +$5.62K 0.03% 398
2024
Q3 		$559K Buy
11,321
+112
+1% +$5.49K 0.04% 325
2024
Q2 		$542K Buy
+11,209
New +$537K 0.03% 386
2024
Q1 		– Sell
-8,483
Closed -$405K – 441
2023
Q4 		$405K Sell
8,483
-779
-8% -$35.6K 0.03% 406
2023
Q3 		$417K Sell
9,262
-3,986
-30% -$186K 0.04% 380
2023
Q2 		$624K Buy
13,248
+2,703
+26% +$127K 0.06% 258
2023
Q1 		$494K Buy
10,545
+589
+6% +$27.7K 0.05% 324
2022
Q4 		$460K Buy
9,956
+1,433
+17% +$65.8K 0.05% 325
2022
Q3 		$386K Buy
8,523
+25
+0.3% +$1.2K 0.04% 365
2022
Q2 		$403K Buy
8,498
+3,724
+78% +$181K 0.04% 322
2022
Q1 		$244K Sell
4,774
-3,031
-39% -$163K 0.02% 438
2021
Q4 		$438K Buy
7,805
+3,368
+76% +$188K 0.04% 330
2021
Q3 		$247K Buy
+4,437
New +$251K 0.03% 427

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

IFG Advisory's FMHI Position: Q2 2026 in Review

IFG Advisory opened a new position in First Trust Municipal High Income ETF (FMHI) in Q2 2026: 17,897 shares worth $868K. The stake represents 0.03% of the portfolio and ranks #458 among its holdings. This is a return to the name: IFG Advisory previously reported a position in FMHI as recently as Q4 2025.

IFG Advisory first reported a position in FMHI in Q3 2021 and has held it in 18 quarters since. 191 funds tracked by Wall St. Rank hold FMHI as of Q2 2026.

  • IFG Advisory held 17,897 shares of First Trust Municipal High Income ETF worth $868K as of Q2 2026.
  • First Trust Municipal High Income ETF was a new IFG Advisory position in Q2 2026.
  • First Trust Municipal High Income ETF made up 0.03% of IFG Advisory's portfolio in Q2 2026, its #458 holding.
  • IFG Advisory first reported a position in First Trust Municipal High Income ETF in Q3 2021 and has held it in 18 quarters since.
  • 191 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.