Rockland Trust’s First Trust Municipal High Income ETF FMHI Stock Holding History

Rockland Trust’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	$1.71M	Sell	35,296 -521	-1%	-$25.1K	0.07%	116
2026 Q1	$1.7M	Sell	35,817 -1,175	-3%	-$56.5K	0.07%	114
2025 Q4	$1.77M	Hold	36,992	–	–	0.07%	111
2025 Q3	$1.76M	Sell	36,992 -10,527	-22%	-$491K	0.07%	116
2025 Q2	$2.22M	Sell	47,519 -5,944	-11%	-$278K	0.11%	93
2025 Q1	$2.56M	Sell	53,463 -3,468	-6%	-$168K	0.13%	85
2024 Q4	$2.75M	Sell	56,931 -7,738	-12%	-$378K	0.14%	86
2024 Q3	$3.19M	Sell	64,669 -3,415	-5%	-$167K	0.16%	82
2024 Q2	$3.29M	Sell	68,084 -7,567	-10%	-$363K	0.17%	83
2024 Q1	$3.64M	Sell	75,651 -8,406	-10%	-$402K	0.19%	77
2023 Q4	$4.01M	Sell	84,057 -76,693	-48%	-$3.51M	0.22%	75
2023 Q3	$7.25M	Sell	160,750 -31,289	-16%	-$1.46M	0.44%	64
2023 Q2	$9.05M	Sell	192,039 -18,992	-9%	-$891K	0.54%	60
2023 Q1	$9.9M	Sell	211,031 -79,132	-27%	-$3.72M	0.62%	52
2022 Q4	$13.4M	Sell	290,163 -192,987	-40%	-$8.86M	0.85%	42
2022 Q3	$21.9M	Buy	483,150 +194,138	+67%	+$9.32M	1.56%	14
2022 Q2	$13.7M	Buy	+289,012	New	+$14.1M	0.95%	39

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

Rockland Trust's FMHI Position: Q2 2026 in Review

Rockland Trust reduced its First Trust Municipal High Income ETF (FMHI) stake by 1.5% in Q2 2026, selling an estimated $25.1K and leaving 35,296 shares worth $1.71M. The position accounts for 0.07% of the portfolio, ranked #116.

Rockland Trust first reported a position in FMHI in Q2 2022 and has held it in 17 quarters since. The position peaked at $21.9M in Q3 2022. 191 funds tracked by Wall St. Rank hold FMHI as of Q2 2026.

Rockland Trust held 35,296 shares of First Trust Municipal High Income ETF worth $1.71M as of Q2 2026.
Rockland Trust sold 521 First Trust Municipal High Income ETF shares in Q2 2026, an estimated $25.1K.
First Trust Municipal High Income ETF made up 0.07% of Rockland Trust's portfolio in Q2 2026, its #116 holding.
Rockland Trust first reported a position in First Trust Municipal High Income ETF in Q2 2022 and has held it in 17 quarters since.
Rockland Trust's First Trust Municipal High Income ETF position peaked at $21.9M in Q3 2022.
191 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q2 2026.

Based on Rockland Trust's 13F filing for Q2 2026, filed 8 Jul 2026.