MA
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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
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

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MAS
Meeder Advisory Services Dublin, Ohio $2.39B AUM 23.78% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SW
SlateStone Wealth Jupiter, Florida $1.31B AUM 26.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mutual Advisors's FMHI Position: Q1 2026 in Review

Mutual Advisors reduced its First Trust Municipal High Income ETF (FMHI) stake by 0.24% in Q1 2026, selling an estimated $4.23K and leaving 36,511 shares worth $1.74M. The position accounts for 0.04% of the portfolio, ranked #415.

Mutual Advisors first reported a position in FMHI in Q2 2019 and has held it in 27 quarters since. The position peaked at $1.96M in Q1 2022. 180 funds tracked by Wall St. Rank hold FMHI as of Q1 2026.

  • Mutual Advisors held 36,511 shares of First Trust Municipal High Income ETF worth $1.74M as of Q1 2026.
  • Mutual Advisors sold 88 First Trust Municipal High Income ETF shares in Q1 2026, an estimated $4.23K.
  • First Trust Municipal High Income ETF made up 0.04% of Mutual Advisors's portfolio in Q1 2026, its #415 holding.
  • Mutual Advisors first reported a position in First Trust Municipal High Income ETF in Q2 2019 and has held it in 27 quarters since.
  • Mutual Advisors's First Trust Municipal High Income ETF position peaked at $1.96M in Q1 2022.
  • 180 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.