Milestones Private Investment Advisors’s First Trust Municipal High Income ETF FMHI Stock Holding History

Milestones Private Investment Advisors’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	$762K	Sell	15,714 -60	-0.4%	-$2.89K	0.61%	38
2026 Q1	$750K	Buy	15,774 +23	+0.1%	+$1.11K	0.66%	42
2025 Q4	$755K	Buy	15,751 +74	+0.5%	+$3.55K	0.52%	56
2025 Q3	$745K	Buy	15,677 +1,937	+14%	+$90.4K	0.51%	57
2025 Q2	$642K	Buy	+13,740	New	+$642K	0.48%	63

Other funds holding FMHI

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FPGK

Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return

SlateStone Wealth Jupiter, Florida $1.31B AUM 26.51% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

VPW

Vaquero Private Wealth Dallas, Texas $486M AUM

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

ATS

Ashton Thomas Securities Rochester, New York $677M AUM 22.42% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

Milestones Private Investment Advisors's FMHI Position: Q2 2026 in Review

Milestones Private Investment Advisors reduced its First Trust Municipal High Income ETF (FMHI) stake by 0.38% in Q2 2026, selling an estimated $2.89K and leaving 15,714 shares worth $762K. The position accounts for 0.61% of the portfolio, ranked #38.

Milestones Private Investment Advisors first reported a position in FMHI in Q2 2025 and has held it in 5 quarters since. 61 funds tracked by Wall St. Rank hold FMHI as of Q2 2026.

Milestones Private Investment Advisors held 15,714 shares of First Trust Municipal High Income ETF worth $762K as of Q2 2026.
Milestones Private Investment Advisors sold 60 First Trust Municipal High Income ETF shares in Q2 2026, an estimated $2.89K.
First Trust Municipal High Income ETF made up 0.61% of Milestones Private Investment Advisors's portfolio in Q2 2026, its #38 holding.
Milestones Private Investment Advisors first reported a position in First Trust Municipal High Income ETF in Q2 2025 and has held it in 5 quarters since.
61 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q2 2026.

Based on Milestones Private Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.