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Kestra Private Wealth Services’s First Trust Municipal High Income ETF FMHI Stock Holding History

Kestra Private Wealth Services’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 		$1.44M Sell
29,611
-150
-0.5% -$7.22K 0.02% 721
2026
Q1 		$1.41M Sell
29,761
-14,195
-32% -$683K 0.02% 677
2025
Q4 		$2.11M Buy
43,956
+14,231
+48% +$682K 0.03% 525
2025
Q3 		$1.41M Buy
29,725
+1,414
+5% +$66K 0.02% 641
2025
Q2 		$1.32M Sell
28,311
-642
-2% -$30K 0.02% 626
2025
Q1 		$1.38M Buy
28,953
+8,161
+39% +$395K 0.02% 561
2024
Q4 		$1M Sell
20,792
-343
-2% -$16.7K 0.02% 650
2024
Q3 		$1.04M Buy
21,135
+7,372
+54% +$361K 0.02% 603
2024
Q2 		$665K Sell
13,763
-61
-0.4% -$2.92K 0.01% 724
2024
Q1 		$666K Buy
13,824
+4,482
+48% +$214K 0.02% 691
2023
Q4 		$445K Sell
9,342
-5,984
-39% -$274K 0.01% 775
2023
Q3 		$691K Sell
15,326
-2,209
-13% -$103K 0.02% 562
2023
Q2 		$826K Sell
17,535
-2,906
-14% -$136K 0.03% 489
2023
Q1 		$958K Buy
20,441
+5,218
+34% +$246K 0.04% 417
2022
Q4 		$705K Buy
+15,223
New +$699K 0.04% 439

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

Kestra Private Wealth Services's FMHI Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its First Trust Municipal High Income ETF (FMHI) stake by 0.5% in Q2 2026, selling an estimated $7.22K and leaving 29,611 shares worth $1.44M. The position accounts for 0.02% of the portfolio, ranked #721.

Kestra Private Wealth Services first reported a position in FMHI in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.11M in Q4 2025. 191 funds tracked by Wall St. Rank hold FMHI as of Q2 2026.

  • Kestra Private Wealth Services held 29,611 shares of First Trust Municipal High Income ETF worth $1.44M as of Q2 2026.
  • Kestra Private Wealth Services sold 150 First Trust Municipal High Income ETF shares in Q2 2026, an estimated $7.22K.
  • First Trust Municipal High Income ETF made up 0.02% of Kestra Private Wealth Services's portfolio in Q2 2026, its #721 holding.
  • Kestra Private Wealth Services first reported a position in First Trust Municipal High Income ETF in Q4 2022 and has held it in 15 quarters since.
  • Kestra Private Wealth Services's First Trust Municipal High Income ETF position peaked at $2.11M in Q4 2025.
  • 191 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.