Stephens Inc’s First Trust Municipal High Income ETF FMHI Stock Holding History

Stephens Inc’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	$1.22M	Sell	25,098 -7,580	-23%	-$365K	0.01%	627
2026 Q1	$1.55M	Sell	32,678 -13,060	-29%	-$628K	0.02%	535
2025 Q4	$2.19M	Sell	45,738 -14,891	-25%	-$714K	0.03%	461
2025 Q3	$2.88M	Sell	60,629 -7,880	-12%	-$368K	0.04%	404
2025 Q2	$3.2M	Hold	68,509	–	–	0.04%	358
2025 Q1	$3.28M	Hold	68,509	–	–	0.05%	348
2024 Q4	$3.31M	Sell	68,509 -1,400	-2%	-$68.4K	0.05%	334
2024 Q3	$3.45M	Buy	69,909 +39,809	+132%	+$1.95M	0.05%	331
2024 Q2	$1.45M	Hold	30,100	–	–	0.02%	499
2024 Q1	$1.45M	Hold	30,100	–	–	0.02%	489
2023 Q4	$1.44M	Hold	30,100	–	–	0.02%	465
2023 Q3	$1.36M	Sell	30,100 -500	-2%	-$23.3K	0.03%	468
2023 Q2	$1.44M	Buy	+30,600	New	+$1.43M	0.03%	458

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

Stephens Inc's FMHI Position: Q2 2026 in Review

Stephens Inc reduced its First Trust Municipal High Income ETF (FMHI) stake by 23% in Q2 2026, selling an estimated $365K and leaving 25,098 shares worth $1.22M. The position accounts for 0.01% of the portfolio, ranked #627.

Stephens Inc first reported a position in FMHI in Q2 2023 and has held it in 13 quarters since. The position peaked at $3.45M in Q3 2024. 191 funds tracked by Wall St. Rank hold FMHI as of Q2 2026.

Stephens Inc held 25,098 shares of First Trust Municipal High Income ETF worth $1.22M as of Q2 2026.
Stephens Inc sold 7,580 First Trust Municipal High Income ETF shares in Q2 2026, an estimated $365K.
First Trust Municipal High Income ETF made up 0.01% of Stephens Inc's portfolio in Q2 2026, its #627 holding.
Stephens Inc first reported a position in First Trust Municipal High Income ETF in Q2 2023 and has held it in 13 quarters since.
Stephens Inc's First Trust Municipal High Income ETF position peaked at $3.45M in Q3 2024.
191 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q2 2026.

Based on Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.