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Private Advisor Group’s First Trust Municipal High Income ETF FMHI Stock Holding History

Private Advisor Group’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 		$3.63M Sell
74,899
-14,551
-16% -$700K 0.02% 756
2026
Q1 		$4.25M Buy
89,450
+2,881
+3% +$139K 0.02% 716
2025
Q4 		$4.15M Buy
86,569
+4,221
+5% +$202K 0.02% 702
2025
Q3 		$3.91M Buy
82,348
+8,407
+11% +$392K 0.02% 722
2025
Q2 		$3.45M Sell
73,941
-9,668
-12% -$452K 0.02% 724
2025
Q1 		$4M Buy
83,609
+10,040
+14% +$486K 0.02% 613
2024
Q4 		$3.55M Sell
73,569
-7,090
-9% -$346K 0.02% 645
2024
Q3 		$3.98M Sell
80,659
-3,427
-4% -$168K 0.02% 615
2024
Q2 		$4.06M Buy
84,086
+69
+0.1% +$3.31K 0.03% 561
2024
Q1 		$4.05M Sell
84,017
-1,098
-1% -$52.5K 0.03% 531
2023
Q4 		$4.06M Buy
85,115
+4,183
+5% +$191K 0.03% 507
2023
Q3 		$3.65M Sell
80,932
-12,026
-13% -$560K 0.03% 501
2023
Q2 		$4.38M Buy
92,958
+10,794
+13% +$506K 0.04% 443
2023
Q1 		$3.85M Sell
82,164
-692
-0.8% -$32.6K 0.04% 468
2022
Q4 		$3.83K Buy
82,856
+13,421
+19% +$616K ﹤0.01% 1039
2022
Q3 		$3.15M Buy
69,435
+7,639
+12% +$367K 0.04% 467
2022
Q2 		$2.94M Sell
61,796
-25,803
-29% -$1.26M 0.03% 598
2022
Q1 		$4.49M Buy
87,599
+5,561
+7% +$299K 0.03% 490
2021
Q4 		$4.6M Buy
82,038
+20,001
+32% +$1.12M 0.03% 484
2021
Q3 		$3.46M Buy
62,037
+6,633
+12% +$375K 0.02% 662
2021
Q2 		$3.12M Buy
55,404
+5,596
+11% +$311K 0.03% 581
2021
Q1 		$2.72M Buy
49,808
+2,267
+5% +$123K 0.03% 589
2020
Q4 		$2.55M Buy
47,541
+1,147
+2% +$60.3K 0.03% 577
2020
Q3 		$2.4M Buy
46,394
+3,076
+7% +$159K 0.03% 501
2020
Q2 		$2.2M Sell
43,318
-1,136
-3% -$55.6K 0.03% 499
2020
Q1 		$2.18M Buy
44,454
+15,893
+56% +$843K 0.04% 412
2019
Q4 		$1.52M Buy
28,561
+15,236
+114% +$811K 0.02% 616
2019
Q3 		$710K Sell
13,325
-195
-1% -$10.3K 0.01% 929
2019
Q2 		$707K Buy
13,520
+244
+2% +$12.6K 0.01% 890
2019
Q1 		$681K Sell
13,276
-1,295
-9% -$65.4K 0.01% 839
2018
Q4 		$728K Buy
14,571
+115
+0.8% +$5.72K 0.02% 694
2018
Q3 		$723K Buy
14,456
+6,538
+83% +$329K 0.01% 829
2018
Q2 		$398K Buy
+7,918
New +$397K 0.01% 851

Other funds holding FMHI

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FPGK
Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return
SW
SlateStone Wealth Jupiter, Florida $1.31B AUM 26.51% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
EFP
EnRich Financial Partners Madison, Wisconsin $421M AUM 21.54% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
VPW
Vaquero Private Wealth Dallas, Texas $486M AUM
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
ATS
Ashton Thomas Securities Rochester, New York $677M AUM 22.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Private Advisor Group's FMHI Position: Q2 2026 in Review

Private Advisor Group reduced its First Trust Municipal High Income ETF (FMHI) stake by 16% in Q2 2026, selling an estimated $700K and leaving 74,899 shares worth $3.63M. The position accounts for 0.02% of the portfolio, ranked #756.

Private Advisor Group first reported a position in FMHI in Q2 2018 and has held it in 33 quarters since. The position peaked at $4.6M in Q4 2021. 82 funds tracked by Wall St. Rank hold FMHI as of Q2 2026.

  • Private Advisor Group held 74,899 shares of First Trust Municipal High Income ETF worth $3.63M as of Q2 2026.
  • Private Advisor Group sold 14,551 First Trust Municipal High Income ETF shares in Q2 2026, an estimated $700K.
  • First Trust Municipal High Income ETF made up 0.02% of Private Advisor Group's portfolio in Q2 2026, its #756 holding.
  • Private Advisor Group first reported a position in First Trust Municipal High Income ETF in Q2 2018 and has held it in 33 quarters since.
  • Private Advisor Group's First Trust Municipal High Income ETF position peaked at $4.6M in Q4 2021.
  • 82 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.