Rothschild Investment LLC’s First Trust Municipal High Income ETF FMHI Stock Holding History

Rothschild Investment LLC’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	$30.3K	Hold	625	–	–	﹤0.01%	1402
2026 Q1	$29.7K	Hold	625	–	–	﹤0.01%	1272
2025 Q4	$30K	Hold	625	–	–	﹤0.01%	1183
2025 Q3	$29.7K	Hold	625	–	–	﹤0.01%	1133
2025 Q2	$29.2K	Hold	625	–	–	﹤0.01%	925
2025 Q1	$29.9K	Hold	625	–	–	﹤0.01%	899
2024 Q4	$30.2K	Hold	625	–	–	﹤0.01%	904
2024 Q3	$30.9K	Hold	625	–	–	﹤0.01%	902
2024 Q2	$30.2K	Hold	625	–	–	﹤0.01%	880
2024 Q1	$30.1K	Hold	625	–	–	﹤0.01%	830
2023 Q4	$29.8K	Buy	+625	New	+$28.6K	﹤0.01%	766

Other funds holding FMHI

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MAS

Meeder Advisory Services Dublin, Ohio $2.73B AUM 32.21% 1-Year Est. Return

FPGK

Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

SlateStone Wealth Jupiter, Florida $1.31B AUM 26.51% 1-Year Est. Return

PWP

Principle Wealth Partners Madison, Connecticut $2.03B AUM 27.56% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Rothschild Investment LLC's FMHI Position: Q2 2026 in Review

Rothschild Investment LLC held its First Trust Municipal High Income ETF (FMHI) position steady in Q2 2026 at 625 shares worth $30.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1402.

Rothschild Investment LLC first reported a position in FMHI in Q4 2023 and has held it in 11 quarters since. The position peaked at $30.9K in Q3 2024. 119 funds tracked by Wall St. Rank hold FMHI as of Q2 2026.

Rothschild Investment LLC held 625 shares of First Trust Municipal High Income ETF worth $30.3K as of Q2 2026.
Rothschild Investment LLC left its First Trust Municipal High Income ETF share count unchanged in Q2 2026.
First Trust Municipal High Income ETF made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1402 holding.
Rothschild Investment LLC first reported a position in First Trust Municipal High Income ETF in Q4 2023 and has held it in 11 quarters since.
Rothschild Investment LLC's First Trust Municipal High Income ETF position peaked at $30.9K in Q3 2024.
119 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.