JWCA
FMHI icon

J.W. Cole Advisors’s First Trust Municipal High Income ETF FMHI Stock Holding History

J.W. Cole Advisors’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 		$1.12M Buy
23,174
+9,658
+71% +$465K 0.02% 719
2026
Q1 		$643K Sell
13,516
-1,286
-9% -$61.9K 0.02% 468
2025
Q4 		$116K Buy
14,802
+1,102
+8% +$52.8K ﹤0.01% 1366
2025
Q3 		$651K Buy
13,700
+562
+4% +$26.2K 0.01% 894
2025
Q2 		$614K Buy
+13,138
New +$614K 0.01% 847
2025
Q1 		– Sell
-8,236
Closed -$398K – 1285
2024
Q4 		$398K Buy
8,236
+472
+6% +$23K 0.02% 690
2024
Q3 		$384K Buy
7,764
+1,171
+18% +$57.4K 0.02% 699
2024
Q2 		$319K Buy
+6,593
New +$316K 0.02% 684

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

J.W. Cole Advisors's FMHI Position: Q2 2026 in Review

J.W. Cole Advisors increased its First Trust Municipal High Income ETF (FMHI) stake by 71% in Q2 2026, buying an estimated $465K and bringing the position to 23,174 shares worth $1.12M. The position accounts for 0.02% of the portfolio, ranked #719.

J.W. Cole Advisors first reported a position in FMHI in Q2 2024 and has held it in 8 quarters since. 191 funds tracked by Wall St. Rank hold FMHI as of Q2 2026.

  • J.W. Cole Advisors held 23,174 shares of First Trust Municipal High Income ETF worth $1.12M as of Q2 2026.
  • J.W. Cole Advisors bought 9,658 First Trust Municipal High Income ETF shares in Q2 2026, an estimated $465K.
  • First Trust Municipal High Income ETF made up 0.02% of J.W. Cole Advisors's portfolio in Q2 2026, its #719 holding.
  • J.W. Cole Advisors first reported a position in First Trust Municipal High Income ETF in Q2 2024 and has held it in 8 quarters since.
  • 191 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.