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 Q3	$812K	Buy	18,095 +198	+1%	+$9.36K	0.03%	487
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%	+$5.48K	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 Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Financial Partners Group (Kansas) Overland Park, Kansas $964M AUM 20.66% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Principle Wealth Partners Madison, Connecticut $2.08B AUM 19.99% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

EnRich Financial Partners Madison, Wisconsin $416M AUM 13.21% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

IFG Advisory's FMHI Position: Q3 2026 in Review

IFG Advisory increased its First Trust Municipal High Income ETF (FMHI) stake by 1.1% in Q3 2026, buying an estimated $9.36K and bringing the position to 18,095 shares worth $812K. The position accounts for 0.03% of the portfolio, ranked #487.

IFG Advisory first reported a position in FMHI in Q3 2021 and has held it in 19 quarters since. The position peaked at $868K in Q2 2026. 117 funds tracked by Wall St. Rank hold FMHI as of Q3 2026.

IFG Advisory held 18,095 shares of First Trust Municipal High Income ETF worth $812K as of Q3 2026.
IFG Advisory bought 198 First Trust Municipal High Income ETF shares in Q3 2026, an estimated $9.36K.
First Trust Municipal High Income ETF made up 0.03% of IFG Advisory's portfolio in Q3 2026, its #487 holding.
IFG Advisory first reported a position in First Trust Municipal High Income ETF in Q3 2021 and has held it in 19 quarters since.
IFG Advisory's First Trust Municipal High Income ETF position peaked at $868K in Q2 2026.
117 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q3 2026.

Based on IFG Advisory's 13F filing for Q3 2026, filed 9 Nov 2026.