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

Plan Group Financial’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	$4.91M	Buy	101,321 +5,669	+6%	+$273K	1.01%	27
2026 Q1	$4.55M	Buy	95,652 +13,136	+16%	+$632K	1.07%	29
2025 Q4	$3.96M	Buy	82,516 +22,433	+37%	+$1.07M	1.03%	32
2025 Q3	$2.85M	Buy	60,083 +27,336	+83%	+$1.28M	0.77%	40
2025 Q2	$1.53M	Buy	32,747 +11,549	+54%	+$539K	0.5%	69
2025 Q1	$1.01M	Buy	+21,198	New	+$1.03M	0.36%	70
2024 Q3	–	Sell	-4,370	Closed	-$211K	–	115
2024 Q2	$211K	Buy	+4,370	New	+$210K	0.13%	86

Other funds holding FMHI

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

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

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

Plan Group Financial increased its First Trust Municipal High Income ETF (FMHI) stake by 5.9% in Q2 2026, buying an estimated $273K and bringing the position to 101,321 shares worth $4.91M. The position accounts for 1.01% of the portfolio, ranked #27.

Plan Group Financial first reported a position in FMHI in Q2 2024 and has held it in 7 quarters since. 191 funds tracked by Wall St. Rank hold FMHI as of Q2 2026.

Plan Group Financial held 101,321 shares of First Trust Municipal High Income ETF worth $4.91M as of Q2 2026.
Plan Group Financial bought 5,669 First Trust Municipal High Income ETF shares in Q2 2026, an estimated $273K.
First Trust Municipal High Income ETF made up 1.01% of Plan Group Financial's portfolio in Q2 2026, its #27 holding.
Plan Group Financial first reported a position in First Trust Municipal High Income ETF in Q2 2024 and has held it in 7 quarters since.
191 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.