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Nations Financial Group’s First Trust Municipal High Income ETF FMHI Stock Holding History

Nations Financial Group’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 		$907K Sell
18,695
-465
-2% -$22.4K 0.04% 401
2026
Q1 		$911K Buy
19,160
+300
+2% +$14.4K 0.05% 390
2025
Q4 		$904K Buy
18,860
+575
+3% +$27.6K 0.05% 377
2025
Q3 		$869K Buy
18,285
+2,055
+13% +$95.9K 0.05% 355
2025
Q2 		$758K Sell
16,230
-335
-2% -$15.6K 0.05% 358
2025
Q1 		$792K Buy
16,565
+1,750
+12% +$84.6K 0.06% 319
2024
Q4 		$715K Buy
14,815
+250
+2% +$12.2K 0.05% 352
2024
Q3 		$720K Sell
14,565
-100
-0.7% -$4.9K 0.05% 351
2024
Q2 		$709K Buy
14,665
+1,195
+9% +$57.3K 0.06% 322
2024
Q1 		$649K Buy
13,470
+2,950
+28% +$141K 0.05% 352
2023
Q4 		$502K Hold
10,520
– – 0.05% 391
2023
Q3 		$474K Buy
10,520
+3,990
+61% +$186K 0.05% 380
2023
Q2 		$308K Buy
6,530
+1,175
+22% +$55.1K 0.03% 487
2023
Q1 		$251K Buy
5,355
+670
+14% +$31.5K 0.03% 529
2022
Q4 		$217K Hold
4,685
– – 0.02% 545
2022
Q3 		$213K Sell
4,685
-375
-7% -$18K 0.03% 481
2022
Q2 		$240K Sell
5,060
-1,300
-20% -$63.3K 0.03% 455
2022
Q1 		$326K Buy
6,360
+1,900
+43% +$102K 0.04% 409
2021
Q4 		$250K Buy
+4,460
New +$249K 0.03% 424
2019
Q4 		– Sell
-9,592
Closed -$511K – 290
2019
Q3 		$511K Buy
9,592
+1,678
+21% +$88.9K 0.18% 166
2019
Q2 		$414K Buy
+7,914
New +$410K 0.27% 102

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

Nations Financial Group's FMHI Position: Q2 2026 in Review

Nations Financial Group reduced its First Trust Municipal High Income ETF (FMHI) stake by 2.4% in Q2 2026, selling an estimated $22.4K and leaving 18,695 shares worth $907K. The position accounts for 0.04% of the portfolio, ranked #401.

Nations Financial Group first reported a position in FMHI in Q2 2019 and has held it in 21 quarters since. The position peaked at $911K in Q1 2026. 191 funds tracked by Wall St. Rank hold FMHI as of Q2 2026.

  • Nations Financial Group held 18,695 shares of First Trust Municipal High Income ETF worth $907K as of Q2 2026.
  • Nations Financial Group sold 465 First Trust Municipal High Income ETF shares in Q2 2026, an estimated $22.4K.
  • First Trust Municipal High Income ETF made up 0.04% of Nations Financial Group's portfolio in Q2 2026, its #401 holding.
  • Nations Financial Group first reported a position in First Trust Municipal High Income ETF in Q2 2019 and has held it in 21 quarters since.
  • Nations Financial Group's First Trust Municipal High Income ETF position peaked at $911K in Q1 2026.
  • 191 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.