Integrated Wealth Concepts’s First Trust Municipal High Income ETF FMHI Stock Holding History

Integrated Wealth Concepts’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	$1.6M	Buy	32,915 +2,049	+7%	+$98.6K	0.01%	952
2026 Q1	$1.47M	Buy	30,866 +121	+0.4%	+$5.82K	0.01%	905
2025 Q4	$1.47M	Sell	30,745 -18,434	-37%	-$883K	0.02%	618
2025 Q3	$2.34M	Buy	49,179 +23,584	+92%	+$1.1M	0.02%	612
2025 Q2	$1.2M	Sell	25,595 -185	-0.7%	-$8.64K	0.01%	831
2025 Q1	$1.23M	Sell	25,780 -347	-1%	-$16.8K	0.01%	739
2024 Q4	$1.26M	Buy	26,127 +17,064	+188%	+$833K	0.01%	727
2024 Q3	$448K	Buy	9,063 +302	+3%	+$14.8K	0.01%	1133
2024 Q2	$423K	Buy	8,761 +1,081	+14%	+$51.8K	0.01%	1129
2024 Q1	$370K	Buy	7,680 +1,787	+30%	+$85.5K	0.01%	1199
2023 Q4	$281K	Buy	+5,893	New	+$270K	﹤0.01%	1300
2022 Q3	–	Sell	-4,298	Closed	-$204K	–	972
2022 Q2	$204K	Buy	+4,298	New	+$209K	0.01%	895

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

Integrated Wealth Concepts's FMHI Position: Q2 2026 in Review

Integrated Wealth Concepts increased its First Trust Municipal High Income ETF (FMHI) stake by 6.6% in Q2 2026, buying an estimated $98.6K and bringing the position to 32,915 shares worth $1.6M. The position accounts for 0.01% of the portfolio, ranked #952.

Integrated Wealth Concepts first reported a position in FMHI in Q2 2022 and has held it in 12 quarters since. The position peaked at $2.34M in Q3 2025. 191 funds tracked by Wall St. Rank hold FMHI as of Q2 2026.

Integrated Wealth Concepts held 32,915 shares of First Trust Municipal High Income ETF worth $1.6M as of Q2 2026.
Integrated Wealth Concepts bought 2,049 First Trust Municipal High Income ETF shares in Q2 2026, an estimated $98.6K.
First Trust Municipal High Income ETF made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #952 holding.
Integrated Wealth Concepts first reported a position in First Trust Municipal High Income ETF in Q2 2022 and has held it in 12 quarters since.
Integrated Wealth Concepts's First Trust Municipal High Income ETF position peaked at $2.34M in Q3 2025.
191 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.