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MBL Wealth’s First Trust Municipal High Income ETF FMHI Stock Holding History

MBL Wealth’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 		$3.76M Sell
77,605
-905
-1% -$43.6K 0.26% 65
2026
Q1 		$3.73M Buy
78,510
+4,040
+5% +$194K 0.28% 66
2025
Q4 		$3.57M Buy
74,470
+790
+1% +$37.9K 0.29% 67
2025
Q3 		$3.5M Buy
73,680
+1,080
+1% +$50.4K 0.31% 63
2025
Q2 		$3.39M Buy
72,600
+645
+0.9% +$30.1K 0.32% 60
2025
Q1 		$3.44M Sell
71,955
-1,070
-1% -$51.8K 0.35% 54
2024
Q4 		$3.53M Buy
73,025
+1,665
+2% +$81.3K 0.35% 52
2024
Q3 		$3.53M Buy
71,360
+765
+1% +$37.5K 0.38% 54
2024
Q2 		$3.41M Buy
70,595
+5,725
+9% +$274K 0.38% 54
2024
Q1 		$3.13M Buy
64,870
+5,680
+10% +$272K 0.35% 51
2023
Q4 		$2.82M Buy
59,190
+8,745
+17% +$400K 0.35% 47
2023
Q3 		$2.27M Buy
50,445
+43,345
+610% +$2.02M 0.32% 43
2023
Q2 		$334K Buy
+7,100
New +$333K 0.05% 126

Other funds holding FMHI

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

MBL Wealth's FMHI Position: Q2 2026 in Review

MBL Wealth reduced its First Trust Municipal High Income ETF (FMHI) stake by 1.2% in Q2 2026, selling an estimated $43.6K and leaving 77,605 shares worth $3.76M. The position accounts for 0.26% of the portfolio, ranked #65.

MBL Wealth first reported a position in FMHI in Q2 2023 and has held it in 13 quarters since. 191 funds tracked by Wall St. Rank hold FMHI as of Q2 2026.

  • MBL Wealth held 77,605 shares of First Trust Municipal High Income ETF worth $3.76M as of Q2 2026.
  • MBL Wealth sold 905 First Trust Municipal High Income ETF shares in Q2 2026, an estimated $43.6K.
  • First Trust Municipal High Income ETF made up 0.26% of MBL Wealth's portfolio in Q2 2026, its #65 holding.
  • MBL Wealth first reported a position in First Trust Municipal High Income ETF in Q2 2023 and has held it in 13 quarters since.
  • 191 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.