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Money Concepts Capital’s First Trust Municipal High Income ETF FMHI Stock Holding History

Money Concepts Capital’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 		$274K Buy
+5,659
New +$272K 0.01% 539
2023
Q1 		– Sell
-1,700
Closed -$78.7K – 1353
2022
Q4 		$78.7K Buy
+1,700
New +$78.1K ﹤0.01% 1073
2022
Q2 		– Sell
-1,500
Closed -$77K – 1854
2022
Q1 		$77K Buy
+1,500
New +$80.7K ﹤0.01% 1080

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

Money Concepts Capital's FMHI Position: Q2 2026 in Review

Money Concepts Capital opened a new position in First Trust Municipal High Income ETF (FMHI) in Q2 2026: 5,659 shares worth $274K. The stake represents 0.01% of the portfolio and ranks #539 among its holdings. This is a return to the name: Money Concepts Capital previously reported a position in FMHI as recently as Q4 2022.

Money Concepts Capital first reported a position in FMHI in Q1 2022 and has held it in 3 quarters since. 191 funds tracked by Wall St. Rank hold FMHI as of Q2 2026.

  • Money Concepts Capital held 5,659 shares of First Trust Municipal High Income ETF worth $274K as of Q2 2026.
  • First Trust Municipal High Income ETF was a new Money Concepts Capital position in Q2 2026.
  • First Trust Municipal High Income ETF made up 0.01% of Money Concepts Capital's portfolio in Q2 2026, its #539 holding.
  • Money Concepts Capital first reported a position in First Trust Municipal High Income ETF in Q1 2022 and has held it in 3 quarters since.
  • 191 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q2 2026.

Based on Money Concepts Capital's 13F filing for Q2 2026, filed 4 Aug 2026.