Sowell Financial Services’s First Trust Municipal High Income ETF FMHI Stock Holding History

Sowell Financial Services’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	$869K	Buy	17,923 +90	+0.5%	+$4.33K	0.03%	498
2026 Q1	$848K	Sell	17,833 -10,097	-36%	-$486K	0.03%	477
2025 Q4	$1.34M	Buy	27,930 +192	+0.7%	+$9.2K	0.05%	368
2025 Q3	$1.32M	Sell	27,738 -4,115	-13%	-$192K	0.05%	364
2025 Q2	$1.49M	Buy	31,853 +233	+0.7%	+$10.9K	0.06%	326
2025 Q1	$1.51M	Buy	31,620 +220	+0.7%	+$10.6K	0.07%	295
2024 Q4	$1.52M	Buy	+31,400	New	+$1.53M	0.08%	252
2021 Q2	–	Sell	-1,877	Closed	-$104K	–	1290
2021 Q1	$104K	Hold	1,877	–	–	﹤0.01%	1347
2020 Q4	$101K	Hold	1,877	–	–	﹤0.01%	1149
2020 Q3	$97K	Hold	1,877	–	–	﹤0.01%	984
2020 Q2	$95K	Hold	1,877	–	–	0.01%	981
2020 Q1	$92K	Buy	+1,877	New	+$99.6K	0.01%	869

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

Sowell Financial Services's FMHI Position: Q2 2026 in Review

Sowell Financial Services increased its First Trust Municipal High Income ETF (FMHI) stake by 0.5% in Q2 2026, buying an estimated $4.33K and bringing the position to 17,923 shares worth $869K. The position accounts for 0.03% of the portfolio, ranked #498.

Sowell Financial Services first reported a position in FMHI in Q1 2020 and has held it in 12 quarters since. The position peaked at $1.52M in Q4 2024. 191 funds tracked by Wall St. Rank hold FMHI as of Q2 2026.

Sowell Financial Services held 17,923 shares of First Trust Municipal High Income ETF worth $869K as of Q2 2026.
Sowell Financial Services bought 90 First Trust Municipal High Income ETF shares in Q2 2026, an estimated $4.33K.
First Trust Municipal High Income ETF made up 0.03% of Sowell Financial Services's portfolio in Q2 2026, its #498 holding.
Sowell Financial Services first reported a position in First Trust Municipal High Income ETF in Q1 2020 and has held it in 12 quarters since.
Sowell Financial Services's First Trust Municipal High Income ETF position peaked at $1.52M in Q4 2024.
191 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.