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

Summit Wealth Partners’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	$728K	Buy	15,020 +619	+4%	+$29.8K	0.1%	139
2026 Q1	$685K	Hold	14,401	–	–	0.11%	131
2025 Q4	$690K	Hold	14,401	–	–	0.13%	104
2025 Q3	$684K	Sell	14,401 -64	-0.4%	-$2.98K	0.12%	113
2025 Q2	$676K	Hold	14,465	–	–	0.13%	107
2025 Q1	$692K	Hold	14,465	–	–	0.14%	103
2024 Q4	$699K	Buy	14,465 +3,480	+32%	+$170K	0.14%	100
2024 Q3	$543K	Sell	10,985 -863	-7%	-$42.3K	0.1%	134
2024 Q2	$572K	Buy	11,848 +620	+6%	+$29.7K	0.12%	122
2024 Q1	$541K	Hold	11,228	–	–	0.12%	123
2023 Q4	$535K	Buy	+11,228	New	+$513K	0.12%	113

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

Summit Wealth Partners's FMHI Position: Q2 2026 in Review

Summit Wealth Partners increased its First Trust Municipal High Income ETF (FMHI) stake by 4.3% in Q2 2026, buying an estimated $29.8K and bringing the position to 15,020 shares worth $728K. The position accounts for 0.1% of the portfolio, ranked #139.

Summit Wealth Partners first reported a position in FMHI in Q4 2023 and has held it in 11 quarters since. 191 funds tracked by Wall St. Rank hold FMHI as of Q2 2026.

Summit Wealth Partners held 15,020 shares of First Trust Municipal High Income ETF worth $728K as of Q2 2026.
Summit Wealth Partners bought 619 First Trust Municipal High Income ETF shares in Q2 2026, an estimated $29.8K.
First Trust Municipal High Income ETF made up 0.1% of Summit Wealth Partners's portfolio in Q2 2026, its #139 holding.
Summit Wealth Partners first reported a position in First Trust Municipal High Income ETF in Q4 2023 and has held it in 11 quarters since.
191 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.