IAA
FMHI icon

Independent Advisor Alliance’s First Trust Municipal High Income ETF FMHI Stock Holding History

Independent Advisor Alliance’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 		– Sell
-16,309
Closed -$775K – 1242
2026
Q1 		$775K Buy
+16,309
New +$785K 0.01% 950
2025
Q1 		– Sell
-11,961
Closed -$578K – 983
2024
Q4 		$578K Buy
+11,961
New +$584K 0.01% 913

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

Independent Advisor Alliance's FMHI Position: Q2 2026 in Review

Independent Advisor Alliance sold out of First Trust Municipal High Income ETF (FMHI) in Q2 2026, closing a stake of 16,309 shares — an estimated $775K sold.

Independent Advisor Alliance first reported a position in FMHI in Q4 2024 and held it in 2 quarters. The position peaked at $775K in Q1 2026. 191 funds tracked by Wall St. Rank hold FMHI as of Q2 2026.

  • Independent Advisor Alliance reported no remaining First Trust Municipal High Income ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 16,309 First Trust Municipal High Income ETF shares in Q2 2026, an estimated $775K.
  • Independent Advisor Alliance first reported a position in First Trust Municipal High Income ETF in Q4 2024 and held it in 2 quarters.
  • Independent Advisor Alliance's First Trust Municipal High Income ETF position peaked at $775K in Q1 2026.
  • 191 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.