SPC
FMHI icon

Sigma Planning Corp’s First Trust Municipal High Income ETF FMHI Stock Holding History

Sigma Planning Corp’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 		$359K Buy
7,405
+794
+12% +$38.2K 0.01% 1057
2026
Q1 		$314K Sell
6,611
-331
-5% -$15.9K 0.01% 1036
2025
Q4 		$333K Sell
6,942
-3,291
-32% -$158K 0.01% 975
2025
Q3 		$486K Buy
10,233
+34
+0.3% +$1.59K 0.01% 826
2025
Q2 		$476K Sell
10,199
-893
-8% -$41.7K 0.01% 796
2025
Q1 		$530K Sell
11,092
-1,177
-10% -$56.9K 0.02% 711
2024
Q4 		$592K Buy
12,269
+28
+0.2% +$1.37K 0.02% 669
2024
Q3 		$605K Sell
12,241
-213
-2% -$10.4K 0.02% 674
2024
Q2 		$602K Buy
12,454
+369
+3% +$17.7K 0.02% 653
2024
Q1 		$582K Buy
12,085
+5,667
+88% +$271K 0.02% 703
2023
Q4 		$306K Sell
6,418
-4,615
-42% -$211K 0.02% 613
2023
Q3 		$497K Buy
11,033
+502
+5% +$23.4K 0.02% 719
2023
Q2 		$496K Buy
+10,531
New +$494K 0.02% 740

Other funds holding FMHI

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
UBS Group
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

Sigma Planning Corp's FMHI Position: Q2 2026 in Review

Sigma Planning Corp increased its First Trust Municipal High Income ETF (FMHI) stake by 12% in Q2 2026, buying an estimated $38.2K and bringing the position to 7,405 shares worth $359K. The position accounts for 0.01% of the portfolio, ranked #1057.

Sigma Planning Corp first reported a position in FMHI in Q2 2023 and has held it in 13 quarters since. The position peaked at $605K in Q3 2024. 191 funds tracked by Wall St. Rank hold FMHI as of Q2 2026.

  • Sigma Planning Corp held 7,405 shares of First Trust Municipal High Income ETF worth $359K as of Q2 2026.
  • Sigma Planning Corp bought 794 First Trust Municipal High Income ETF shares in Q2 2026, an estimated $38.2K.
  • First Trust Municipal High Income ETF made up 0.01% of Sigma Planning Corp's portfolio in Q2 2026, its #1057 holding.
  • Sigma Planning Corp first reported a position in First Trust Municipal High Income ETF in Q2 2023 and has held it in 13 quarters since.
  • Sigma Planning Corp's First Trust Municipal High Income ETF position peaked at $605K in Q3 2024.
  • 191 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.