PGF
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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
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

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
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
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SW
SlateStone Wealth Jupiter, Florida $1.31B AUM 26.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Plan Group Financial's FMHI Position: Q1 2026 in Review

Plan Group Financial increased its First Trust Municipal High Income ETF (FMHI) stake by 16% in Q1 2026, buying an estimated $632K and bringing the position to 95,652 shares worth $4.55M. The position accounts for 1.07% of the portfolio, ranked #29.

Plan Group Financial first reported a position in FMHI in Q2 2024 and has held it in 6 quarters since. 180 funds tracked by Wall St. Rank hold FMHI as of Q1 2026.

  • Plan Group Financial held 95,652 shares of First Trust Municipal High Income ETF worth $4.55M as of Q1 2026.
  • Plan Group Financial bought 13,136 First Trust Municipal High Income ETF shares in Q1 2026, an estimated $632K.
  • First Trust Municipal High Income ETF made up 1.07% of Plan Group Financial's portfolio in Q1 2026, its #29 holding.
  • Plan Group Financial first reported a position in First Trust Municipal High Income ETF in Q2 2024 and has held it in 6 quarters since.
  • 180 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q1 2026.

Based on Plan Group Financial's 13F filing for Q1 2026, filed 13 Apr 2026.