Landmark Wealth Management (New York)’s First Trust Municipal High Income ETF FMHI Stock Holding History

Landmark Wealth Management (New York)’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	Buy	4,376 +28	+0.6%	+$1.35K	0.05%	149
2026 Q1	$207K	Sell	4,348 -887	-17%	-$42.7K	0.06%	147
2025 Q4	$251K	Buy	5,235 +79	+2%	+$3.79K	0.1%	82
2025 Q3	$245K	Sell	5,156 -429	-8%	-$20K	0.1%	80
2025 Q2	$261K	Buy	5,585 +224	+4%	+$10.5K	0.11%	78
2025 Q1	$256K	Buy	5,361 +437	+9%	+$21.1K	0.11%	70
2024 Q4	$238K	Buy	4,924 +121	+3%	+$5.91K	0.11%	73
2024 Q3	$237K	Buy	4,803 +104	+2%	+$5.09K	0.1%	74
2024 Q2	$227K	Buy	4,699 +29	+0.6%	+$1.39K	0.18%	46
2024 Q1	$225K	Buy	4,670 +16	+0.3%	+$766	0.1%	72
2023 Q4	$222K	Sell	4,654 -1,249	-21%	-$57.1K	0.11%	71
2023 Q3	$266K	Sell	5,903 -5,600	-49%	-$261K	0.15%	61
2023 Q2	$542K	Sell	11,503 -273	-2%	-$12.8K	0.48%	29
2023 Q1	$552K	Buy	11,776 +1,174	+11%	+$55.2K	0.31%	48
2022 Q4	$491K	Buy	10,602 +1,642	+18%	+$75.4K	0.36%	47
2022 Q3	$407K	Buy	+8,960	New	+$430K	0.31%	46

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

Landmark Wealth Management (New York)'s FMHI Position: Q2 2026 in Review

Landmark Wealth Management (New York) increased its First Trust Municipal High Income ETF (FMHI) stake by 0.64% in Q2 2026, buying an estimated $1.35K and bringing the position to 4,376 shares worth $212K. The position accounts for 0.05% of the portfolio, ranked #149.

Landmark Wealth Management (New York) first reported a position in FMHI in Q3 2022 and has held it in 16 quarters since. The position peaked at $552K in Q1 2023. 191 funds tracked by Wall St. Rank hold FMHI as of Q2 2026.

Landmark Wealth Management (New York) held 4,376 shares of First Trust Municipal High Income ETF worth $212K as of Q2 2026.
Landmark Wealth Management (New York) bought 28 First Trust Municipal High Income ETF shares in Q2 2026, an estimated $1.35K.
First Trust Municipal High Income ETF made up 0.05% of Landmark Wealth Management (New York)'s portfolio in Q2 2026, its #149 holding.
Landmark Wealth Management (New York) first reported a position in First Trust Municipal High Income ETF in Q3 2022 and has held it in 16 quarters since.
Landmark Wealth Management (New York)'s First Trust Municipal High Income ETF position peaked at $552K in Q1 2023.
191 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q2 2026.

Based on Landmark Wealth Management (New York)'s 13F filing for Q2 2026, filed 10 Aug 2026.