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

Summit 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 		$797K Sell
16,440
-61,940
-79% -$2.98M 0.01% 920
2026
Q1 		$3.73M Sell
78,380
-1,940
-2% -$93.3K 0.05% 392
2025
Q4 		$3.85M Buy
80,320
+7,129
+10% +$342K 0.06% 317
2025
Q3 		$3.48M Buy
+73,191
New +$3.41M 0.05% 340

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

Summit Financial's FMHI Position: Q2 2026 in Review

Summit Financial reduced its First Trust Municipal High Income ETF (FMHI) stake by 79% in Q2 2026, selling an estimated $2.98M and leaving 16,440 shares worth $797K. The position accounts for 0.01% of the portfolio, ranked #920.

Summit Financial first reported a position in FMHI in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.85M in Q4 2025. 191 funds tracked by Wall St. Rank hold FMHI as of Q2 2026.

  • Summit Financial held 16,440 shares of First Trust Municipal High Income ETF worth $797K as of Q2 2026.
  • Summit Financial sold 61,940 First Trust Municipal High Income ETF shares in Q2 2026, an estimated $2.98M.
  • First Trust Municipal High Income ETF made up 0.01% of Summit Financial's portfolio in Q2 2026, its #920 holding.
  • Summit Financial first reported a position in First Trust Municipal High Income ETF in Q3 2025 and has held it in 4 quarters since.
  • Summit Financial's First Trust Municipal High Income ETF position peaked at $3.85M in Q4 2025.
  • 191 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q2 2026.

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