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Legacy Wealth Management (Idaho)’s First Trust Municipal High Income ETF FMHI Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-232
Closed -$11K – 463
2026
Q1 		$11K Buy
232
+51
+28% +$2.45K 0.01% 470
2025
Q4 		$8.68K Buy
+181
New +$8.67K ﹤0.01% 452

Other funds holding FMHI

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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

Legacy Wealth Management (Idaho)'s FMHI Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of First Trust Municipal High Income ETF (FMHI) in Q2 2026, closing a stake of 232 shares — an estimated $11K sold.

Legacy Wealth Management (Idaho) first reported a position in FMHI in Q4 2025 and held it in 2 quarters. The position peaked at $11K in Q1 2026. 191 funds tracked by Wall St. Rank hold FMHI as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining First Trust Municipal High Income ETF position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 232 First Trust Municipal High Income ETF shares in Q2 2026, an estimated $11K.
  • Legacy Wealth Management (Idaho) first reported a position in First Trust Municipal High Income ETF in Q4 2025 and held it in 2 quarters.
  • Legacy Wealth Management (Idaho)'s First Trust Municipal High Income ETF position peaked at $11K in Q1 2026.
  • 191 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.