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

Sagespring 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	$292K	Sell	6,020 -433	-7%	-$20.8K	﹤0.01%	702
2026 Q1	$307K	Sell	6,453 -8,734	-58%	-$420K	0.01%	649
2025 Q4	$728K	Buy	15,187 +3,726	+33%	+$179K	0.01%	383
2025 Q3	$545K	Sell	11,461 -9,521	-45%	-$444K	0.01%	442
2025 Q2	$980K	Buy	20,982 +11,947	+132%	+$558K	0.02%	286
2025 Q1	$432K	Sell	9,035 -1,314	-13%	-$63.6K	0.01%	425
2024 Q4	$500K	Buy	+10,349	New	+$505K	0.01%	349

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

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

Sagespring Wealth Partners reduced its First Trust Municipal High Income ETF (FMHI) stake by 6.7% in Q2 2026, selling an estimated $20.8K and leaving 6,020 shares worth $292K. The position accounts for ﹤0.01% of the portfolio, ranked #702.

Sagespring Wealth Partners first reported a position in FMHI in Q4 2024 and has held it in 7 quarters since. The position peaked at $980K in Q2 2025. 191 funds tracked by Wall St. Rank hold FMHI as of Q2 2026.

Sagespring Wealth Partners held 6,020 shares of First Trust Municipal High Income ETF worth $292K as of Q2 2026.
Sagespring Wealth Partners sold 433 First Trust Municipal High Income ETF shares in Q2 2026, an estimated $20.8K.
First Trust Municipal High Income ETF made up ﹤0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #702 holding.
Sagespring Wealth Partners first reported a position in First Trust Municipal High Income ETF in Q4 2024 and has held it in 7 quarters since.
Sagespring Wealth Partners's First Trust Municipal High Income ETF position peaked at $980K in Q2 2025.
191 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.