Jacobi Capital Management’s First Trust Municipal High Income ETF FMHI Stock Holding History

Jacobi Capital Management’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	$408K	Buy	8,417 +3,688	+78%	+$178K	0.02%	497
2026 Q1	$225K	Sell	4,729 -704	-13%	-$33.9K	0.01%	592
2025 Q4	$260K	Buy	5,433 +51	+0.9%	+$2.44K	0.02%	555
2025 Q3	$256K	Buy	+5,382	New	+$251K	0.02%	547

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

Jacobi Capital Management's FMHI Position: Q2 2026 in Review

Jacobi Capital Management increased its First Trust Municipal High Income ETF (FMHI) stake by 78% in Q2 2026, buying an estimated $178K and bringing the position to 8,417 shares worth $408K. The position accounts for 0.02% of the portfolio, ranked #497.

Jacobi Capital Management first reported a position in FMHI in Q3 2025 and has held it in 4 quarters since. 191 funds tracked by Wall St. Rank hold FMHI as of Q2 2026.

Jacobi Capital Management held 8,417 shares of First Trust Municipal High Income ETF worth $408K as of Q2 2026.
Jacobi Capital Management bought 3,688 First Trust Municipal High Income ETF shares in Q2 2026, an estimated $178K.
First Trust Municipal High Income ETF made up 0.02% of Jacobi Capital Management's portfolio in Q2 2026, its #497 holding.
Jacobi Capital Management first reported a position in First Trust Municipal High Income ETF in Q3 2025 and has held it in 4 quarters since.
191 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q2 2026.

Based on Jacobi Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.