Synergy Investment Management’s First Trust Municipal High Income ETF FMHI Stock Holding History

Synergy Investment Management’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	$451K	Sell	9,305 -2,268	-20%	-$109K	0.11%	106
2026 Q1	$550K	Sell	11,573 -24,747	-68%	-$1.19M	0.18%	71
2025 Q4	$1.74M	Buy	36,320 +8,345	+30%	+$400K	0.62%	36
2025 Q3	$1.33M	Buy	+27,975	New	+$1.3M	0.51%	40
2025 Q2	–	Sell	-13,844	Closed	-$662K	–	253
2025 Q1	$662K	Buy	13,844 +11,285	+441%	+$546K	0.28%	59
2024 Q4	$124K	Buy	+2,559	New	+$125K	0.05%	157

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

Synergy Investment Management's FMHI Position: Q2 2026 in Review

Synergy Investment Management reduced its First Trust Municipal High Income ETF (FMHI) stake by 20% in Q2 2026, selling an estimated $109K and leaving 9,305 shares worth $451K. The position accounts for 0.11% of the portfolio, ranked #106.

Synergy Investment Management first reported a position in FMHI in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.74M in Q4 2025. 191 funds tracked by Wall St. Rank hold FMHI as of Q2 2026.

Synergy Investment Management held 9,305 shares of First Trust Municipal High Income ETF worth $451K as of Q2 2026.
Synergy Investment Management sold 2,268 First Trust Municipal High Income ETF shares in Q2 2026, an estimated $109K.
First Trust Municipal High Income ETF made up 0.11% of Synergy Investment Management's portfolio in Q2 2026, its #106 holding.
Synergy Investment Management first reported a position in First Trust Municipal High Income ETF in Q4 2024 and has held it in 6 quarters since.
Synergy Investment Management's First Trust Municipal High Income ETF position peaked at $1.74M in Q4 2025.
191 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.