Mutual Advisors’s First Trust Municipal High Income ETF FMHI Stock Holding History

Mutual 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	$1.81M	Buy	37,338 +827	+2%	+$39.8K	0.03%	445
2026 Q1	$1.74M	Sell	36,511 -88	-0.2%	-$4.23K	0.04%	415
2025 Q4	$1.75M	Sell	36,599 -922	-2%	-$44.2K	0.04%	397
2025 Q3	$1.8M	Buy	37,521 +3,347	+10%	+$156K	0.04%	386
2025 Q2	$1.57M	Buy	34,174 +704	+2%	+$32.9K	0.04%	370
2025 Q1	$1.56M	Buy	33,470 +1,347	+4%	+$65.2K	0.04%	344
2024 Q4	$1.55M	Buy	32,123 +530	+2%	+$25.9K	0.04%	345
2024 Q3	$1.54M	Sell	31,593 -1,585	-5%	-$77.6K	0.04%	339
2024 Q2	$1.62M	Sell	33,178 -2,918	-8%	-$140K	0.05%	325
2024 Q1	$1.74M	Sell	36,096 -3,756	-9%	-$180K	0.06%	308
2023 Q4	$1.9M	Sell	39,852 -381	-0.9%	-$17.4K	0.07%	289
2023 Q3	$1.81M	Buy	40,233 +2,719	+7%	+$127K	0.07%	279
2023 Q2	$1.77M	Sell	37,514 -3,190	-8%	-$150K	0.07%	281
2023 Q1	$1.91M	Buy	40,704 +5,173	+15%	+$243K	0.08%	252
2022 Q4	$1.64M	Buy	35,531 +1,846	+5%	+$84.8K	0.07%	272
2022 Q3	$1.53M	Buy	33,685 +3,421	+11%	+$164K	0.08%	253
2022 Q2	$1.44M	Sell	30,264 -7,942	-21%	-$386K	0.1%	250
2022 Q1	$1.96M	Buy	38,206 +7,512	+24%	+$404K	0.11%	215
2021 Q4	$1.72M	Buy	30,694 +1,765	+6%	+$98.6K	0.09%	257
2021 Q3	$1.61M	Buy	28,929 +3,914	+16%	+$221K	0.1%	254
2021 Q2	$1.41M	Buy	25,015 +2,387	+11%	+$133K	0.08%	285
2021 Q1	$1.23M	Buy	22,628 +17,072	+307%	+$928K	0.08%	287
2020 Q4	$298K	Buy	5,556 +435	+8%	+$22.9K	0.02%	604
2020 Q3	$265K	Buy	5,121 +474	+10%	+$24.5K	0.02%	568
2020 Q2	$236K	Buy	+4,647	New	+$228K	0.02%	558
2020 Q1	–	Sell	-11,215	Closed	-$598K	–	592
2019 Q4	$598K	Buy	11,215 +3,081	+38%	+$164K	0.06%	308
2019 Q3	$433K	Buy	8,134 +1,570	+24%	+$83.2K	0.06%	335
2019 Q2	$343K	Buy	+6,564	New	+$340K	0.04%	418

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

Mutual Advisors's FMHI Position: Q2 2026 in Review

Mutual Advisors increased its First Trust Municipal High Income ETF (FMHI) stake by 2.3% in Q2 2026, buying an estimated $39.8K and bringing the position to 37,338 shares worth $1.81M. The position accounts for 0.03% of the portfolio, ranked #445.

Mutual Advisors first reported a position in FMHI in Q2 2019 and has held it in 28 quarters since. The position peaked at $1.96M in Q1 2022. 191 funds tracked by Wall St. Rank hold FMHI as of Q2 2026.

Mutual Advisors held 37,338 shares of First Trust Municipal High Income ETF worth $1.81M as of Q2 2026.
Mutual Advisors bought 827 First Trust Municipal High Income ETF shares in Q2 2026, an estimated $39.8K.
First Trust Municipal High Income ETF made up 0.03% of Mutual Advisors's portfolio in Q2 2026, its #445 holding.
Mutual Advisors first reported a position in First Trust Municipal High Income ETF in Q2 2019 and has held it in 28 quarters since.
Mutual Advisors's First Trust Municipal High Income ETF position peaked at $1.96M in Q1 2022.
191 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.