Level Four Advisory Services’s First Trust Municipal High Income ETF FMHI Stock Holding History

Level Four Advisory 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	$300K	Hold	6,182	–	–	0.01%	772
2026 Q1	$294K	Buy	6,182 +195	+3%	+$9.38K	0.01%	723
2025 Q4	$287K	Sell	5,987 -659	-10%	-$31.6K	0.01%	705
2025 Q3	$316K	Buy	6,646 +28	+0.4%	+$1.31K	0.01%	656
2025 Q2	$309K	Sell	6,618 -47	-0.7%	-$2.19K	0.01%	644
2025 Q1	$319K	Buy	6,665 +1,891	+40%	+$91.5K	0.01%	618
2024 Q4	$231K	Sell	4,774 -338	-7%	-$16.5K	0.01%	692
2024 Q3	$248K	Buy	5,112 +899	+21%	+$44K	0.01%	684
2024 Q2	$204K	Buy	+4,213	New	+$202K	0.01%	703
2021 Q1	–	Sell	-4,008	Closed	-$215K	–	642
2020 Q4	$215K	Hold	4,008	–	–	0.02%	546
2020 Q3	$207K	Sell	4,008 -2,701	-40%	-$140K	0.02%	510
2020 Q2	$341K	Buy	6,709 +2,487	+59%	+$122K	0.03%	435
2020 Q1	$207K	Buy	4,222 +277	+7%	+$14.7K	0.02%	451
2019 Q4	$211K	Hold	3,945	–	–	0.01%	535
2019 Q3	$210K	Hold	3,945	–	–	0.02%	471
2019 Q2	$206K	Buy	+3,945	New	+$204K	0.02%	503

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

Level Four Advisory Services's FMHI Position: Q2 2026 in Review

Level Four Advisory Services held its First Trust Municipal High Income ETF (FMHI) position steady in Q2 2026 at 6,182 shares worth $300K. The position accounts for 0.01% of the portfolio, ranked #772.

Level Four Advisory Services first reported a position in FMHI in Q2 2019 and has held it in 16 quarters since. The position peaked at $341K in Q2 2020. 191 funds tracked by Wall St. Rank hold FMHI as of Q2 2026.

Level Four Advisory Services held 6,182 shares of First Trust Municipal High Income ETF worth $300K as of Q2 2026.
Level Four Advisory Services 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 Level Four Advisory Services's portfolio in Q2 2026, its #772 holding.
Level Four Advisory Services first reported a position in First Trust Municipal High Income ETF in Q2 2019 and has held it in 16 quarters since.
Level Four Advisory Services's First Trust Municipal High Income ETF position peaked at $341K in Q2 2020.
191 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q2 2026.

Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.