Sequoia Financial Advisors’s First Trust Municipal High Income ETF FMHI Stock Holding History

Sequoia Financial Advisors’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	$2.2M	Sell	45,272 -5,245	-10%	-$252K	0.01%	602
2026 Q1	$2.4M	Sell	50,517 -6,069	-11%	-$292K	0.01%	543
2025 Q4	$2.71M	Sell	56,586 -3,715	-6%	-$178K	0.02%	481
2025 Q3	$2.86M	Buy	+60,301	New	+$2.81M	0.02%	431

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

Sequoia Financial Advisors's FMHI Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its First Trust Municipal High Income ETF (FMHI) stake by 10% in Q2 2026, selling an estimated $252K and leaving 45,272 shares worth $2.2M. The position accounts for 0.01% of the portfolio, ranked #602.

Sequoia Financial Advisors first reported a position in FMHI in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.86M in Q3 2025. 191 funds tracked by Wall St. Rank hold FMHI as of Q2 2026.

Sequoia Financial Advisors held 45,272 shares of First Trust Municipal High Income ETF worth $2.2M as of Q2 2026.
Sequoia Financial Advisors sold 5,245 First Trust Municipal High Income ETF shares in Q2 2026, an estimated $252K.
First Trust Municipal High Income ETF made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #602 holding.
Sequoia Financial Advisors first reported a position in First Trust Municipal High Income ETF in Q3 2025 and has held it in 4 quarters since.
Sequoia Financial Advisors's First Trust Municipal High Income ETF position peaked at $2.86M in Q3 2025.
191 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.