Stifel Financial
FMHI icon

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

Stifel Financial’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 		$1.62M Buy
33,499
+8,362
+33% +$402K ﹤0.01% 2227
2026
Q1 		$1.2M Sell
25,137
-5,756
-19% -$277K ﹤0.01% 2334
2025
Q4 		$1.48M Buy
30,893
+6,016
+24% +$288K ﹤0.01% 2163
2025
Q3 		$1.18M Buy
24,877
+1,036
+4% +$48.3K ﹤0.01% 2289
2025
Q2 		$1.11M Buy
23,841
+2,043
+9% +$95.4K ﹤0.01% 2260
2025
Q1 		$1.04M Sell
21,798
-4,010
-16% -$194K ﹤0.01% 2200
2024
Q4 		$1.25M Buy
25,808
+4,654
+22% +$227K ﹤0.01% 2110
2024
Q3 		$1.05M Buy
21,154
+15,019
+245% +$736K ﹤0.01% 2196
2024
Q2 		$296K Buy
6,135
+262
+4% +$12.6K ﹤0.01% 2921
2024
Q1 		$283K Buy
+5,873
New +$281K ﹤0.01% 2946
2023
Q3 		– Sell
-4,300
Closed -$203K – 3330
2023
Q2 		$203K Sell
4,300
-1,075
-20% -$50.4K ﹤0.01% 3049
2023
Q1 		$252K Sell
5,375
-1,279
-19% -$60.2K ﹤0.01% 2919
2022
Q4 		$308K Sell
6,654
-2,566
-28% -$118K ﹤0.01% 2748
2022
Q3 		$419K Sell
9,220
-3,325
-27% -$160K ﹤0.01% 2535
2022
Q2 		$596K Sell
12,545
-2,140
-15% -$104K ﹤0.01% 2367
2022
Q1 		$752K Sell
14,685
-954
-6% -$51.3K ﹤0.01% 2313
2021
Q4 		$878K Buy
15,639
+3,901
+33% +$218K ﹤0.01% 2216
2021
Q3 		$655K Buy
+11,738
New +$664K ﹤0.01% 2420
2019
Q2 		– Sell
-4,240
Closed -$216K – 2984
2019
Q1 		$216K Buy
+4,240
New +$214K ﹤0.01% 2551

Other funds holding FMHI

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
UBS Group
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

Stifel Financial's FMHI Position: Q2 2026 in Review

Stifel Financial increased its First Trust Municipal High Income ETF (FMHI) stake by 33% in Q2 2026, buying an estimated $402K and bringing the position to 33,499 shares worth $1.62M. The position accounts for ﹤0.01% of the portfolio, ranked #2227.

Stifel Financial first reported a position in FMHI in Q1 2019 and has held it in 19 quarters since. 191 funds tracked by Wall St. Rank hold FMHI as of Q2 2026.

  • Stifel Financial held 33,499 shares of First Trust Municipal High Income ETF worth $1.62M as of Q2 2026.
  • Stifel Financial bought 8,362 First Trust Municipal High Income ETF shares in Q2 2026, an estimated $402K.
  • First Trust Municipal High Income ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #2227 holding.
  • Stifel Financial first reported a position in First Trust Municipal High Income ETF in Q1 2019 and has held it in 19 quarters since.
  • 191 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.