Larson Financial Group’s First Trust Municipal High Income ETF FMHI Stock Holding History

Larson Financial Group’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	$29.7K	Hold	612	–	–	﹤0.01%	1788
2026 Q1	$29.1K	Buy	612 +25	+4%	+$1.2K	﹤0.01%	1645
2025 Q4	$28.1K	Hold	587	–	–	﹤0.01%	1526
2025 Q3	$27.9K	Hold	587	–	–	﹤0.01%	1459
2025 Q2	$27.4K	Sell	587 -2,189	-79%	-$102K	﹤0.01%	1341
2025 Q1	$133K	Sell	2,776 -1,027	-27%	-$49.7K	0.01%	715
2024 Q4	$184K	Buy	3,803 +1,948	+105%	+$95.1K	0.01%	589
2024 Q3	$91.6K	Buy	+1,855	New	+$90.9K	0.01%	752

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

Larson Financial Group's FMHI Position: Q2 2026 in Review

Larson Financial Group held its First Trust Municipal High Income ETF (FMHI) position steady in Q2 2026 at 612 shares worth $29.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1788.

Larson Financial Group first reported a position in FMHI in Q3 2024 and has held it in 8 quarters since. The position peaked at $184K in Q4 2024. 191 funds tracked by Wall St. Rank hold FMHI as of Q2 2026.

Larson Financial Group held 612 shares of First Trust Municipal High Income ETF worth $29.7K as of Q2 2026.
Larson Financial Group left its First Trust Municipal High Income ETF share count unchanged in Q2 2026.
First Trust Municipal High Income ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1788 holding.
Larson Financial Group first reported a position in First Trust Municipal High Income ETF in Q3 2024 and has held it in 8 quarters since.
Larson Financial Group's First Trust Municipal High Income ETF position peaked at $184K in Q4 2024.
191 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.