Key Financial Inc’s First Trust Municipal High Income ETF FMHI Stock Holding History

Key Financial Inc’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	$212K	Hold	4,375	–	–	0.03%	288
2026 Q1	$208K	Hold	4,375	–	–	0.04%	289
2025 Q4	$210K	Hold	4,375	–	–	0.04%	284
2025 Q3	$208K	Hold	4,375	–	–	0.04%	284
2025 Q2	$204K	Hold	4,375	–	–	0.04%	277
2025 Q1	$209K	Hold	4,375	–	–	0.05%	260
2024 Q4	$211K	Hold	4,375	–	–	0.05%	247
2024 Q3	$216K	Hold	4,375	–	–	0.05%	240
2024 Q2	$211K	Hold	4,375	–	–	0.05%	237
2024 Q1	$211K	Hold	4,375	–	–	0.05%	226
2023 Q4	$209K	Buy	+4,375	New	+$200K	0.06%	219

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

Key Financial Inc's FMHI Position: Q2 2026 in Review

Key Financial Inc held its First Trust Municipal High Income ETF (FMHI) position steady in Q2 2026 at 4,375 shares worth $212K. The position accounts for 0.03% of the portfolio, ranked #288.

Key Financial Inc first reported a position in FMHI in Q4 2023 and has held it in 11 quarters since. The position peaked at $216K in Q3 2024. 191 funds tracked by Wall St. Rank hold FMHI as of Q2 2026.

Key Financial Inc held 4,375 shares of First Trust Municipal High Income ETF worth $212K as of Q2 2026.
Key Financial Inc left its First Trust Municipal High Income ETF share count unchanged in Q2 2026.
First Trust Municipal High Income ETF made up 0.03% of Key Financial Inc's portfolio in Q2 2026, its #288 holding.
Key Financial Inc first reported a position in First Trust Municipal High Income ETF in Q4 2023 and has held it in 11 quarters since.
Key Financial Inc's First Trust Municipal High Income ETF position peaked at $216K in Q3 2024.
191 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.