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

ShoreHaven 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	$1.62M	Sell	33,442 -645	-2%	-$31K	0.51%	42
2026 Q1	$1.62M	Sell	34,087 -15,773	-32%	-$759K	0.58%	39
2025 Q4	$2.39M	Buy	49,860 +4,319	+9%	+$207K	0.86%	27
2025 Q3	$2.16M	Buy	45,541 +19,644	+76%	+$916K	0.8%	29
2025 Q2	$1.21M	Sell	25,897 -10,532	-29%	-$492K	0.5%	45
2025 Q1	$1.74M	Buy	36,429 +10,896	+43%	+$527K	0.83%	32
2024 Q4	$1.23M	Sell	25,533 -3,784	-13%	-$185K	0.58%	36
2024 Q3	$1.45M	Sell	29,317 -1,160	-4%	-$56.8K	0.7%	33
2024 Q2	$1.47M	Buy	30,477 +428	+1%	+$20.5K	0.77%	31
2024 Q1	$1.45M	Buy	30,049 +6,612	+28%	+$316K	0.8%	32
2023 Q4	$1.12M	Buy	23,437 +1,054	+5%	+$48.2K	0.68%	36
2023 Q3	$1.01M	Buy	+22,383	New	+$1.04M	0.69%	31
2023 Q2	–	Sell	-15,899	Closed	-$746K	–	70
2023 Q1	$746K	Buy	+15,899	New	+$748K	0.52%	39
2022 Q4	–	Sell	-22,971	Closed	-$1.04M	–	78
2022 Q3	$1.04M	Buy	22,971 +23	+0.1%	+$1.1K	0.8%	32
2022 Q2	$1.09M	Buy	+22,948	New	+$1.12M	0.78%	33

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

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

ShoreHaven Wealth Partners reduced its First Trust Municipal High Income ETF (FMHI) stake by 1.9% in Q2 2026, selling an estimated $31K and leaving 33,442 shares worth $1.62M. The position accounts for 0.51% of the portfolio, ranked #42.

ShoreHaven Wealth Partners first reported a position in FMHI in Q2 2022 and has held it in 15 quarters since. The position peaked at $2.39M in Q4 2025. 191 funds tracked by Wall St. Rank hold FMHI as of Q2 2026.

ShoreHaven Wealth Partners held 33,442 shares of First Trust Municipal High Income ETF worth $1.62M as of Q2 2026.
ShoreHaven Wealth Partners sold 645 First Trust Municipal High Income ETF shares in Q2 2026, an estimated $31K.
First Trust Municipal High Income ETF made up 0.51% of ShoreHaven Wealth Partners's portfolio in Q2 2026, its #42 holding.
ShoreHaven Wealth Partners first reported a position in First Trust Municipal High Income ETF in Q2 2022 and has held it in 15 quarters since.
ShoreHaven Wealth Partners's First Trust Municipal High Income ETF position peaked at $2.39M in Q4 2025.
191 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q2 2026.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.