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&Partners’s First Trust Municipal High Income ETF FMHI Stock Holding History

&Partners’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 		$1.08M Buy
22,267
+5,451
+32% +$262K ﹤0.01% 1373
2026
Q1 		$799K Sell
16,816
-325
-2% -$15.6K ﹤0.01% 1428
2025
Q4 		$822K Buy
+17,141
New +$821K ﹤0.01% 1328

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

&Partners's FMHI Position: Q2 2026 in Review

&Partners increased its First Trust Municipal High Income ETF (FMHI) stake by 32% in Q2 2026, buying an estimated $262K and bringing the position to 22,267 shares worth $1.08M. The position accounts for ﹤0.01% of the portfolio, ranked #1373.

&Partners first reported a position in FMHI in Q4 2025 and has held it in 3 quarters since. 191 funds tracked by Wall St. Rank hold FMHI as of Q2 2026.

  • &Partners held 22,267 shares of First Trust Municipal High Income ETF worth $1.08M as of Q2 2026.
  • &Partners bought 5,451 First Trust Municipal High Income ETF shares in Q2 2026, an estimated $262K.
  • First Trust Municipal High Income ETF made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1373 holding.
  • &Partners first reported a position in First Trust Municipal High Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 191 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.