Spartan Wealth Advisory Services LLC’s First Trust Municipal High Income ETF FMHI Stock Holding History

Spartan Wealth Advisory Services LLC’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	$1.53M	Sell	31,597 -2,160	-6%	-$104K	0.13%	137
2026 Q1	$1.6M	Buy	+33,757	New	+$1.62M	0.14%	125

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

Spartan Wealth Advisory Services LLC's FMHI Position: Q2 2026 in Review

Spartan Wealth Advisory Services LLC reduced its First Trust Municipal High Income ETF (FMHI) stake by 6.4% in Q2 2026, selling an estimated $104K and leaving 31,597 shares worth $1.53M. The position accounts for 0.13% of the portfolio, ranked #137.

Spartan Wealth Advisory Services LLC first reported a position in FMHI in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.6M in Q1 2026. 189 funds tracked by Wall St. Rank hold FMHI as of Q2 2026.

Spartan Wealth Advisory Services LLC held 31,597 shares of First Trust Municipal High Income ETF worth $1.53M as of Q2 2026.
Spartan Wealth Advisory Services LLC sold 2,160 First Trust Municipal High Income ETF shares in Q2 2026, an estimated $104K.
First Trust Municipal High Income ETF made up 0.13% of Spartan Wealth Advisory Services LLC's portfolio in Q2 2026, its #137 holding.
Spartan Wealth Advisory Services LLC first reported a position in First Trust Municipal High Income ETF in Q1 2026 and has held it in 2 quarters since.
Spartan Wealth Advisory Services LLC's First Trust Municipal High Income ETF position peaked at $1.6M in Q1 2026.
189 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q2 2026.

Based on Spartan Wealth Advisory Services LLC's 13F filing for Q2 2026, filed 5 Aug 2026.