Seamount Financial Group’s First Trust Municipal High Income ETF FMHI Stock Holding History

Seamount Financial 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	$843K	Sell	17,381 -1,482	-8%	-$71.3K	0.34%	66
2026 Q1	$897K	Buy	18,863 +3,316	+21%	+$160K	0.4%	58
2025 Q4	$745K	Buy	15,547 +78	+0.5%	+$3.74K	0.34%	67
2025 Q3	$735K	Buy	15,469 +79	+0.5%	+$3.69K	0.35%	67
2025 Q2	$719K	Buy	15,390 +356	+2%	+$16.6K	0.37%	65
2025 Q1	$719K	Buy	15,034 +8,786	+141%	+$425K	0.49%	54
2024 Q4	$302K	Buy	+6,248	New	+$305K	0.21%	84

Other funds holding FMHI

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

SlateStone Wealth Jupiter, Florida $1.31B AUM 26.51% 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

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

AJ Advisors Nashville, Tennessee $322M AUM 22.19% 1-Year Est. Return

Seamount Financial Group's FMHI Position: Q2 2026 in Review

Seamount Financial Group reduced its First Trust Municipal High Income ETF (FMHI) stake by 7.9% in Q2 2026, selling an estimated $71.3K and leaving 17,381 shares worth $843K. The position accounts for 0.34% of the portfolio, ranked #66.

Seamount Financial Group first reported a position in FMHI in Q4 2024 and has held it in 7 quarters since. The position peaked at $897K in Q1 2026. 57 funds tracked by Wall St. Rank hold FMHI as of Q2 2026.

Seamount Financial Group held 17,381 shares of First Trust Municipal High Income ETF worth $843K as of Q2 2026.
Seamount Financial Group sold 1,482 First Trust Municipal High Income ETF shares in Q2 2026, an estimated $71.3K.
First Trust Municipal High Income ETF made up 0.34% of Seamount Financial Group's portfolio in Q2 2026, its #66 holding.
Seamount Financial Group first reported a position in First Trust Municipal High Income ETF in Q4 2024 and has held it in 7 quarters since.
Seamount Financial Group's First Trust Municipal High Income ETF position peaked at $897K in Q1 2026.
57 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q2 2026.

Based on Seamount Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.