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Independent Financial Group’s First Trust Municipal High Income ETF FMHI Stock Holding History

Independent Financial Group’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 		$289K Buy
+6,448
New +$305K 0.01% 1285
2024
Q1 		– Sell
-4,494
Closed -$214K – 1029
2023
Q4 		$214K Sell
4,494
-380
-8% -$17.4K 0.01% 866
2023
Q3 		$220K Hold
4,874
– – 0.01% 796
2023
Q2 		$230K Buy
4,874
+43
+0.9% +$2.02K 0.02% 769
2023
Q1 		$227K Sell
4,831
-506
-9% -$23.8K 0.02% 728
2022
Q4 		$247K Hold
5,337
– – 0.02% 637
2022
Q3 		$242K Buy
5,337
+50
+0.9% +$2.4K 0.02% 605
2022
Q2 		$251K Hold
5,287
– – 0.03% 563
2022
Q1 		$271K Buy
5,287
+22
+0.4% +$1.18K 0.02% 634
2021
Q4 		$296K Hold
5,265
– – 0.02% 601
2021
Q3 		$294K Buy
+5,265
New +$298K 0.03% 531

Other funds holding FMHI

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BAWC
Boyce & Associates Wealth Consulting Cedar Park, Texas $165M AUM 13.3% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
LWA
Lineweaver Wealth Advisors Valley View, Ohio $863M AUM 14.27% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Independent Financial Group's FMHI Position: Q3 2026 in Review

Independent Financial Group opened a new position in First Trust Municipal High Income ETF (FMHI) in Q3 2026: 6,448 shares worth $289K. The stake represents 0.01% of the portfolio and ranks #1285 among its holdings. This is a return to the name: Independent Financial Group previously reported a position in FMHI as recently as Q4 2023.

Independent Financial Group first reported a position in FMHI in Q3 2021 and has held it in 11 quarters since. The position peaked at $296K in Q4 2021. 11 funds tracked by Wall St. Rank hold FMHI as of Q3 2026.

  • Independent Financial Group held 6,448 shares of First Trust Municipal High Income ETF worth $289K as of Q3 2026.
  • First Trust Municipal High Income ETF was a new Independent Financial Group position in Q3 2026.
  • First Trust Municipal High Income ETF made up 0.01% of Independent Financial Group's portfolio in Q3 2026, its #1285 holding.
  • Independent Financial Group first reported a position in First Trust Municipal High Income ETF in Q3 2021 and has held it in 11 quarters since.
  • Independent Financial Group's First Trust Municipal High Income ETF position peaked at $296K in Q4 2021.
  • 11 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.