Marshall Financial Group (Maryland)’s First Trust Municipal High Income ETF FMHI Stock Holding History

Marshall Financial Group (Maryland)’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	$550K	Sell	11,351 -589	-5%	-$28.4K	0.08%	205
2026 Q1	$568K	Sell	11,940 -422	-3%	-$20.3K	0.09%	193
2025 Q4	$593K	Sell	12,362 -1,117	-8%	-$53.5K	0.12%	189
2025 Q3	$640K	Buy	13,479 +422	+3%	+$19.7K	0.12%	173
2025 Q2	$610K	Buy	13,057 +268	+2%	+$12.5K	0.12%	175
2025 Q1	$611K	Buy	+12,789	New	+$619K	0.13%	155

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

Marshall Financial Group (Maryland)'s FMHI Position: Q2 2026 in Review

Marshall Financial Group (Maryland) reduced its First Trust Municipal High Income ETF (FMHI) stake by 4.9% in Q2 2026, selling an estimated $28.4K and leaving 11,351 shares worth $550K. The position accounts for 0.08% of the portfolio, ranked #205.

Marshall Financial Group (Maryland) first reported a position in FMHI in Q1 2025 and has held it in 6 quarters since. The position peaked at $640K in Q3 2025. 191 funds tracked by Wall St. Rank hold FMHI as of Q2 2026.

Marshall Financial Group (Maryland) held 11,351 shares of First Trust Municipal High Income ETF worth $550K as of Q2 2026.
Marshall Financial Group (Maryland) sold 589 First Trust Municipal High Income ETF shares in Q2 2026, an estimated $28.4K.
First Trust Municipal High Income ETF made up 0.08% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #205 holding.
Marshall Financial Group (Maryland) first reported a position in First Trust Municipal High Income ETF in Q1 2025 and has held it in 6 quarters since.
Marshall Financial Group (Maryland)'s First Trust Municipal High Income ETF position peaked at $640K in Q3 2025.
191 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.