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

Principle Wealth 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	$10.8M	Sell	222,961 -1,796	-0.8%	-$86.4K	0.53%	41
2026 Q1	$10.7M	Sell	224,757 -5,337	-2%	-$257K	0.61%	39
2025 Q4	$11M	Sell	230,094 -57,225	-20%	-$2.74M	0.62%	36
2025 Q3	$13.7M	Sell	287,319 -8,363	-3%	-$390K	0.79%	26
2025 Q2	$13.8M	Sell	295,682 -21,499	-7%	-$1M	0.86%	25
2025 Q1	$15.2M	Sell	317,181 -24,389	-7%	-$1.18M	1.08%	20
2024 Q4	$16.5M	Sell	341,570 -10,062	-3%	-$491K	1.16%	18
2024 Q3	$17.4M	Buy	351,632 +196,412	+127%	+$9.62M	1.23%	17
2024 Q2	$7.5M	Sell	155,220 -4,765	-3%	-$228K	0.57%	46
2024 Q1	$7.71M	Sell	159,985 -9,308	-5%	-$445K	0.6%	43
2023 Q4	$8.07M	Buy	+169,293	New	+$7.74M	0.69%	36
2022 Q4	–	Sell	-7,845	Closed	-$356K	–	315
2022 Q3	$356K	Sell	7,845 -4,410	-36%	-$212K	0.03%	213
2022 Q2	$582K	Sell	12,255 -172	-1%	-$8.37K	0.07%	180
2022 Q1	$636K	Buy	12,427 +3,360	+37%	+$181K	0.07%	176
2021 Q4	$509K	Buy	+9,067	New	+$507K	0.05%	206

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

Principle Wealth Partners's FMHI Position: Q2 2026 in Review

Principle Wealth Partners reduced its First Trust Municipal High Income ETF (FMHI) stake by 0.8% in Q2 2026, selling an estimated $86.4K and leaving 222,961 shares worth $10.8M. The position accounts for 0.53% of the portfolio, ranked #41.

Principle Wealth Partners first reported a position in FMHI in Q4 2021 and has held it in 15 quarters since. The position peaked at $17.4M in Q3 2024. 191 funds tracked by Wall St. Rank hold FMHI as of Q2 2026.

Principle Wealth Partners held 222,961 shares of First Trust Municipal High Income ETF worth $10.8M as of Q2 2026.
Principle Wealth Partners sold 1,796 First Trust Municipal High Income ETF shares in Q2 2026, an estimated $86.4K.
First Trust Municipal High Income ETF made up 0.53% of Principle Wealth Partners's portfolio in Q2 2026, its #41 holding.
Principle Wealth Partners first reported a position in First Trust Municipal High Income ETF in Q4 2021 and has held it in 15 quarters since.
Principle Wealth Partners's First Trust Municipal High Income ETF position peaked at $17.4M in Q3 2024.
191 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q2 2026.

Based on Principle Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.