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Stonebridge Financial Planning Group’s First Trust Municipal High Income ETF FMHI Stock Holding History

Stonebridge Financial Planning Group’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 		$1.46M Buy
30,128
+12,464
+71% +$600K 0.47% 66
2026
Q1 		$840K Buy
17,664
+5,112
+41% +$246K 0.31% 92
2025
Q4 		$602K Buy
+12,552
New +$601K 0.22% 110

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

Stonebridge Financial Planning Group's FMHI Position: Q2 2026 in Review

Stonebridge Financial Planning Group increased its First Trust Municipal High Income ETF (FMHI) stake by 71% in Q2 2026, buying an estimated $600K and bringing the position to 30,128 shares worth $1.46M. The position accounts for 0.47% of the portfolio, ranked #66.

Stonebridge Financial Planning Group first reported a position in FMHI in Q4 2025 and has held it in 3 quarters since. 191 funds tracked by Wall St. Rank hold FMHI as of Q2 2026.

  • Stonebridge Financial Planning Group held 30,128 shares of First Trust Municipal High Income ETF worth $1.46M as of Q2 2026.
  • Stonebridge Financial Planning Group bought 12,464 First Trust Municipal High Income ETF shares in Q2 2026, an estimated $600K.
  • First Trust Municipal High Income ETF made up 0.47% of Stonebridge Financial Planning Group's portfolio in Q2 2026, its #66 holding.
  • Stonebridge Financial Planning Group first reported a position in First Trust Municipal High Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 191 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q2 2026.

Based on Stonebridge Financial Planning Group's 13F filing for Q2 2026, filed 31 Jul 2026.