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FMHI icon

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

NewEdge 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 		$14.4M Buy
296,778
+27,555
+10% +$1.33M 0.04% 390
2026
Q1 		$12.8M Buy
269,223
+16,490
+7% +$793K 0.05% 386
2025
Q4 		$12.1M Buy
252,733
+34,571
+16% +$1.66M 0.04% 379
2025
Q3 		$10.4M Sell
218,162
-53,069
-20% -$2.48M 0.05% 390
2025
Q2 		$12.7M Buy
271,231
+32,887
+14% +$1.54M 0.07% 303
2025
Q1 		$11.4M Buy
238,344
+27,389
+13% +$1.32M 0.07% 291
2024
Q4 		$10.2M Buy
210,955
+27,997
+15% +$1.37M 0.06% 306
2024
Q3 		$9.04M Sell
182,958
-5,547
-3% -$272K 0.06% 320
2024
Q2 		$9.11M Buy
188,505
+159,987
+561% +$7.67M 0.07% 286
2024
Q1 		$1.37M Buy
28,518
+5,316
+23% +$254K 0.01% 844
2023
Q4 		$1.1M Buy
23,202
+960
+4% +$43.9K 0.01% 886
2023
Q3 		$1M Buy
22,242
+5,594
+34% +$261K 0.01% 864
2023
Q2 		$784K Buy
16,648
+6,178
+59% +$290K 0.01% 983
2023
Q1 		$491K Sell
10,470
-9,443
-47% -$444K 0.01% 1123
2022
Q4 		$205K Buy
19,913
+5,271
+36% +$242K 0.01% 1181
2022
Q3 		$664K Buy
14,642
+2,449
+20% +$118K 0.01% 831
2022
Q2 		$579K Sell
12,193
-729
-6% -$35.5K 0.01% 918
2022
Q1 		$661K Sell
12,922
-3,483
-21% -$187K 0.01% 768
2021
Q4 		$921K Buy
16,405
+2,800
+21% +$156K 0.01% 772
2021
Q3 		$758K Buy
13,605
+172
+1% +$9.73K 0.02% 624
2021
Q2 		$755K Sell
13,433
-71
-0.5% -$3.95K 0.02% 605
2021
Q1 		$737K Buy
13,504
+2,362
+21% +$128K 0.02% 547
2020
Q4 		$599K Buy
11,142
+2,909
+35% +$153K 0.02% 565
2020
Q3 		$426K Sell
8,233
-7,303
-47% -$378K 0.01% 621
2020
Q2 		$789K Sell
15,536
-19,969
-56% -$978K 0.03% 416
2020
Q1 		$1.74M Sell
35,505
-662
-2% -$35.1K 0.08% 221
2019
Q4 		$1.93M Buy
36,167
+3,495
+11% +$186K 0.08% 254
2019
Q3 		$1.74M Buy
32,672
+10,113
+45% +$536K 0.08% 243
2019
Q2 		$1.18M Buy
22,559
+9,170
+68% +$475K 0.07% 254
2019
Q1 		$687K Buy
13,389
+3,883
+41% +$196K 0.04% 332
2018
Q4 		$475K Buy
9,506
+4,277
+82% +$213K 0.03% 383
2018
Q3 		$262K Buy
+5,229
New +$263K 0.02% 531

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

NewEdge Advisors's FMHI Position: Q2 2026 in Review

NewEdge Advisors increased its First Trust Municipal High Income ETF (FMHI) stake by 10% in Q2 2026, buying an estimated $1.33M and bringing the position to 296,778 shares worth $14.4M. The position accounts for 0.04% of the portfolio, ranked #390.

NewEdge Advisors first reported a position in FMHI in Q3 2018 and has held it in 32 quarters since. 191 funds tracked by Wall St. Rank hold FMHI as of Q2 2026.

  • NewEdge Advisors held 296,778 shares of First Trust Municipal High Income ETF worth $14.4M as of Q2 2026.
  • NewEdge Advisors bought 27,555 First Trust Municipal High Income ETF shares in Q2 2026, an estimated $1.33M.
  • First Trust Municipal High Income ETF made up 0.04% of NewEdge Advisors's portfolio in Q2 2026, its #390 holding.
  • NewEdge Advisors first reported a position in First Trust Municipal High Income ETF in Q3 2018 and has held it in 32 quarters since.
  • 191 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.