Sigma Planning Corp
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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
Q3 		$303K Sell
6,750
-655
-9% -$31K 0.01% 1054
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

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Meeder Advisory Services
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Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Financial Partners Group (Kansas)
Financial Partners Group (Kansas) Overland Park, Kansas $964M AUM 20.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Citigroup
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Principle Wealth Partners
Principle Wealth Partners Madison, Connecticut $2.08B AUM 19.99% 1-Year Est. Return

Sigma Planning Corp's FMHI Position: Q3 2026 in Review

Sigma Planning Corp reduced its First Trust Municipal High Income ETF (FMHI) stake by 8.8% in Q3 2026, selling an estimated $31K and leaving 6,750 shares worth $303K. The position accounts for 0.01% of the portfolio, ranked #1054.

Sigma Planning Corp first reported a position in FMHI in Q2 2023 and has held it in 14 quarters since. The position peaked at $605K in Q3 2024. 140 funds tracked by Wall St. Rank hold FMHI as of Q3 2026.

  • Sigma Planning Corp held 6,750 shares of First Trust Municipal High Income ETF worth $303K as of Q3 2026.
  • Sigma Planning Corp sold 655 First Trust Municipal High Income ETF shares in Q3 2026, an estimated $31K.
  • First Trust Municipal High Income ETF made up 0.01% of Sigma Planning Corp's portfolio in Q3 2026, its #1054 holding.
  • Sigma Planning Corp first reported a position in First Trust Municipal High Income ETF in Q2 2023 and has held it in 14 quarters since.
  • Sigma Planning Corp's First Trust Municipal High Income ETF position peaked at $605K in Q3 2024.
  • 140 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.