Steward Partners Investment Advisory’s First Trust Municipal High Income ETF FMHI Stock Holding History

Steward Partners Investment Advisory’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	$533K	Buy	11,002 +1,208	+12%	+$58.1K	﹤0.01%	1658
2026 Q1	$466K	Sell	9,794 -800	-8%	-$38.5K	﹤0.01%	1562
2025 Q4	$508K	Buy	10,594 +777	+8%	+$37.2K	﹤0.01%	1413
2025 Q3	$466K	Sell	9,817 -63	-0.6%	-$2.94K	﹤0.01%	1419
2025 Q2	$461K	Sell	9,880 -3,689	-27%	-$172K	﹤0.01%	1338
2025 Q1	$649K	Sell	13,569 -24,180	-64%	-$1.17M	0.01%	1107
2024 Q4	$1.82M	Sell	37,749 -9,124	-19%	-$446K	0.02%	671
2024 Q3	$2.32M	Buy	46,873 +121	+0.3%	+$5.93K	0.02%	582
2024 Q2	$2.26M	Buy	46,752 +318	+0.7%	+$15.2K	0.02%	547
2024 Q1	$2.24M	Buy	46,434 +603	+1%	+$28.9K	0.02%	548
2023 Q4	$2.19M	Sell	45,831 -6	-0%	-$274	0.03%	481
2023 Q3	$2.07M	Buy	45,837 +1,085	+2%	+$50.5K	0.03%	467
2023 Q2	$2.11M	Sell	44,752 -5,541	-11%	-$260K	0.03%	471
2023 Q1	$2.36M	Buy	50,293 +38,123	+313%	+$1.79M	0.04%	423
2022 Q4	$563K	Buy	12,170 +9,449	+347%	+$434K	0.01%	863
2022 Q3	$124K	Buy	2,721 +417	+18%	+$20K	﹤0.01%	1408
2022 Q2	$109K	Sell	2,304 -3,575	-61%	-$174K	﹤0.01%	1455
2022 Q1	$301K	Sell	5,879 -90	-2%	-$4.84K	﹤0.01%	1136
2021 Q4	$335K	Buy	5,969 +2,256	+61%	+$126K	0.01%	1090
2021 Q3	$207K	Buy	3,713 +2,413	+186%	+$136K	﹤0.01%	1260
2021 Q2	$73K	Sell	1,300 -13,714	-91%	-$762K	﹤0.01%	2682
2021 Q1	$819K	Buy	+15,014	New	+$817K	0.01%	715

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

Steward Partners Investment Advisory's FMHI Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its First Trust Municipal High Income ETF (FMHI) stake by 12% in Q2 2026, buying an estimated $58.1K and bringing the position to 11,002 shares worth $533K. The position accounts for ﹤0.01% of the portfolio, ranked #1658.

Steward Partners Investment Advisory first reported a position in FMHI in Q1 2021 and has held it in 22 quarters since. The position peaked at $2.36M in Q1 2023. 191 funds tracked by Wall St. Rank hold FMHI as of Q2 2026.

Steward Partners Investment Advisory held 11,002 shares of First Trust Municipal High Income ETF worth $533K as of Q2 2026.
Steward Partners Investment Advisory bought 1,208 First Trust Municipal High Income ETF shares in Q2 2026, an estimated $58.1K.
First Trust Municipal High Income ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1658 holding.
Steward Partners Investment Advisory first reported a position in First Trust Municipal High Income ETF in Q1 2021 and has held it in 22 quarters since.
Steward Partners Investment Advisory's First Trust Municipal High Income ETF position peaked at $2.36M in Q1 2023.
191 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.