Stewardship Advisors’s First Trust Municipal High Income ETF FMHI Stock Holding History

Stewardship Advisors’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	$263K	Sell	5,434 -5,140	-49%	-$247K	0.05%	146
2026 Q1	$503K	Sell	10,574 -71,170	-87%	-$3.42M	0.12%	91
2025 Q4	$3.92M	Buy	81,744 +4,896	+6%	+$235K	0.91%	27
2025 Q3	$3.65M	Buy	76,848 +4,365	+6%	+$204K	0.86%	28
2025 Q2	$3.38M	Sell	72,483 -1,491	-2%	-$69.6K	0.86%	28
2025 Q1	$3.54M	Buy	73,974 +15,938	+27%	+$771K	0.96%	28
2024 Q4	$2.8M	Buy	58,036 +3,511	+6%	+$171K	0.78%	28
2024 Q3	$2.69M	Buy	54,525 +31,714	+139%	+$1.55M	0.76%	32
2024 Q2	$1.1M	Buy	22,811 +5,418	+31%	+$260K	0.36%	41
2024 Q1	$838K	Buy	+17,393	New	+$832K	0.29%	48

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

Stewardship Advisors's FMHI Position: Q2 2026 in Review

Stewardship Advisors reduced its First Trust Municipal High Income ETF (FMHI) stake by 49% in Q2 2026, selling an estimated $247K and leaving 5,434 shares worth $263K. The position accounts for 0.05% of the portfolio, ranked #146.

Stewardship Advisors first reported a position in FMHI in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.92M in Q4 2025. 191 funds tracked by Wall St. Rank hold FMHI as of Q2 2026.

Stewardship Advisors held 5,434 shares of First Trust Municipal High Income ETF worth $263K as of Q2 2026.
Stewardship Advisors sold 5,140 First Trust Municipal High Income ETF shares in Q2 2026, an estimated $247K.
First Trust Municipal High Income ETF made up 0.05% of Stewardship Advisors's portfolio in Q2 2026, its #146 holding.
Stewardship Advisors first reported a position in First Trust Municipal High Income ETF in Q1 2024 and has held it in 10 quarters since.
Stewardship Advisors's First Trust Municipal High Income ETF position peaked at $3.92M in Q4 2025.
191 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q2 2026.

Based on Stewardship Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.