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 Q3	$4.58M	Sell	100,632 -689	-0.7%	-$32.6K	0.9%	33
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 $67.3B AUM 21.9% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Financial Partners Group (Kansas) Overland Park, Kansas $964M AUM 20.66% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Principle Wealth Partners Madison, Connecticut $2.08B AUM 19.99% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

EnRich Financial Partners Madison, Wisconsin $416M AUM 13.21% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Vaquero Private Wealth Dallas, Texas $477M AUM

Plan Group Financial's FMHI Position: Q3 2026 in Review

Plan Group Financial reduced its First Trust Municipal High Income ETF (FMHI) stake by 0.68% in Q3 2026, selling an estimated $32.6K and leaving 100,632 shares worth $4.58M. The position accounts for 0.9% of the portfolio, ranked #33.

Plan Group Financial first reported a position in FMHI in Q2 2024 and has held it in 8 quarters since. The position peaked at $4.91M in Q2 2026. 107 funds tracked by Wall St. Rank hold FMHI as of Q3 2026.

Plan Group Financial held 100,632 shares of First Trust Municipal High Income ETF worth $4.58M as of Q3 2026.
Plan Group Financial sold 689 First Trust Municipal High Income ETF shares in Q3 2026, an estimated $32.6K.
First Trust Municipal High Income ETF made up 0.9% of Plan Group Financial's portfolio in Q3 2026, its #33 holding.
Plan Group Financial first reported a position in First Trust Municipal High Income ETF in Q2 2024 and has held it in 8 quarters since.
Plan Group Financial's First Trust Municipal High Income ETF position peaked at $4.91M in Q2 2026.
107 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q3 2026.

Based on Plan Group Financial's 13F filing for Q3 2026, filed 22 Oct 2026.