Truist Financial
FMHI icon

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

Truist 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 		$2.73M Sell
56,275
-4,030
-7% -$194K ﹤0.01% 1208
2026
Q1 		$2.87M Buy
60,305
+2,128
+4% +$102K ﹤0.01% 1120
2025
Q4 		$2.79M Buy
58,177
+552
+1% +$26.4K ﹤0.01% 1108
2025
Q3 		$2.74M Buy
57,625
+15,413
+37% +$719K ﹤0.01% 1181
2025
Q2 		$1.97M Buy
42,212
+8,208
+24% +$383K ﹤0.01% 1287
2025
Q1 		$1.63M Buy
34,004
+7,765
+30% +$376K ﹤0.01% 1314
2024
Q4 		$1.27M Buy
26,239
+7,308
+39% +$357K ﹤0.01% 1435
2024
Q3 		$935K Buy
18,931
+5,326
+39% +$261K ﹤0.01% 1560
2024
Q2 		$657K Buy
13,605
+243
+2% +$11.7K ﹤0.01% 1819
2024
Q1 		$644K Sell
13,362
-2,452
-16% -$117K ﹤0.01% 1830
2023
Q4 		$754K Sell
15,814
-3,269
-17% -$150K ﹤0.01% 1751
2023
Q3 		$860K Sell
19,083
-6,263
-25% -$292K ﹤0.01% 1635
2023
Q2 		$1.19M Buy
25,346
+2,280
+10% +$107K ﹤0.01% 1504
2023
Q1 		$1.08M Sell
23,066
-2,510
-10% -$118K ﹤0.01% 1519
2022
Q4 		$1.18M Sell
25,576
-3,319
-11% -$152K ﹤0.01% 1475
2022
Q3 		$1.31M Sell
28,895
-11,259
-28% -$540K ﹤0.01% 1376
2022
Q2 		$1.91M Sell
40,154
-59,554
-60% -$2.9M ﹤0.01% 1238
2022
Q1 		$5.11M Buy
99,708
+3,187
+3% +$171K 0.01% 875
2021
Q4 		$5.42M Buy
96,521
+8,447
+10% +$472K 0.01% 859
2021
Q3 		$4.91M Buy
88,074
+60,543
+220% +$3.42M 0.01% 887
2021
Q2 		$1.55M Sell
27,531
-1,550
-5% -$86.1K ﹤0.01% 1421
2021
Q1 		$1.59M Buy
29,081
+63
+0.2% +$3.43K ﹤0.01% 1351
2020
Q4 		$1.56M Sell
29,018
-2,414
-8% -$127K ﹤0.01% 1289
2020
Q3 		$1.63M Sell
31,432
-3,938
-11% -$204K ﹤0.01% 1155
2020
Q2 		$1.8M Sell
35,370
-440
-1% -$21.5K ﹤0.01% 1074
2020
Q1 		$1.76M Sell
35,810
-668
-2% -$35.4K ﹤0.01% 1028
2019
Q4 		$1.95M Buy
+36,478
New +$1.94M ﹤0.01% 1145

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

Truist Financial's FMHI Position: Q2 2026 in Review

Truist Financial reduced its First Trust Municipal High Income ETF (FMHI) stake by 6.7% in Q2 2026, selling an estimated $194K and leaving 56,275 shares worth $2.73M. The position accounts for ﹤0.01% of the portfolio, ranked #1208.

Truist Financial first reported a position in FMHI in Q4 2019 and has held it in 27 quarters since. The position peaked at $5.42M in Q4 2021. 191 funds tracked by Wall St. Rank hold FMHI as of Q2 2026.

  • Truist Financial held 56,275 shares of First Trust Municipal High Income ETF worth $2.73M as of Q2 2026.
  • Truist Financial sold 4,030 First Trust Municipal High Income ETF shares in Q2 2026, an estimated $194K.
  • First Trust Municipal High Income ETF made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #1208 holding.
  • Truist Financial first reported a position in First Trust Municipal High Income ETF in Q4 2019 and has held it in 27 quarters since.
  • Truist Financial's First Trust Municipal High Income ETF position peaked at $5.42M in Q4 2021.
  • 191 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.