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

OneDigital Investment 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	$1.18M	Buy	24,843 +10,525	+74%	+$506K	0.01%	625
2025 Q4	$686K	Hold	14,318	–	–	0.01%	815
2025 Q3	$680K	Hold	14,318	–	–	0.01%	805
2025 Q2	$669K	Hold	14,318	–	–	0.01%	789
2025 Q1	$684K	Hold	14,318	–	–	0.01%	740
2024 Q4	$691K	Buy	14,318 +415	+3%	+$20.3K	0.01%	764
2024 Q3	$687K	Hold	13,903	–	–	0.01%	804
2024 Q2	$672K	Buy	+13,903	New	+$667K	0.01%	773

Other funds holding FMHI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 New York $235B AUM 32.99% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

SlateStone Wealth Jupiter, Florida $1.31B AUM 26.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

OneDigital Investment Advisors's FMHI Position: Q1 2026 in Review

OneDigital Investment Advisors increased its First Trust Municipal High Income ETF (FMHI) stake by 74% in Q1 2026, buying an estimated $506K and bringing the position to 24,843 shares worth $1.18M. The position accounts for 0.01% of the portfolio, ranked #625.

OneDigital Investment Advisors first reported a position in FMHI in Q2 2024 and has held it in 8 quarters since. 181 funds tracked by Wall St. Rank hold FMHI as of Q1 2026.

OneDigital Investment Advisors held 24,843 shares of First Trust Municipal High Income ETF worth $1.18M as of Q1 2026.
OneDigital Investment Advisors bought 10,525 First Trust Municipal High Income ETF shares in Q1 2026, an estimated $506K.
First Trust Municipal High Income ETF made up 0.01% of OneDigital Investment Advisors's portfolio in Q1 2026, its #625 holding.
OneDigital Investment Advisors first reported a position in First Trust Municipal High Income ETF in Q2 2024 and has held it in 8 quarters since.
181 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.