UBS Group
FMHI icon

UBS Group’s First Trust Municipal High Income ETF FMHI Stock Holding History

UBS 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 		$18.3M Buy
376,746
+44,629
+13% +$2.15M ﹤0.01% 2786
2026
Q1 		$15.8M Buy
332,117
+7,622
+2% +$367K ﹤0.01% 2850
2025
Q4 		$15.6M Buy
324,495
+30,404
+10% +$1.46M ﹤0.01% 2823
2025
Q3 		$14M Sell
294,091
-79,747
-21% -$3.72M ﹤0.01% 2942
2025
Q2 		$17.5M Sell
373,838
-29,398
-7% -$1.37M ﹤0.01% 2520
2025
Q1 		$19.3M Buy
403,236
+4,970
+1% +$240K ﹤0.01% 2363
2024
Q4 		$19.2M Buy
398,266
+73,417
+23% +$3.58M ﹤0.01% 2360
2024
Q3 		$16M Sell
324,849
-1,467
-0.4% -$71.8K ﹤0.01% 2002
2024
Q2 		$15.8M Sell
326,316
-58,582
-15% -$2.81M ﹤0.01% 1873
2024
Q1 		$18.5M Buy
384,898
+308,146
+401% +$14.7M ﹤0.01% 1756
2023
Q4 		$3.66M Sell
76,752
-99,132
-56% -$4.53M ﹤0.01% 3111
2023
Q3 		$7.93M Buy
175,884
+120,808
+219% +$5.63M ﹤0.01% 2166
2023
Q2 		$2.59M Buy
55,076
+37,287
+210% +$1.75M ﹤0.01% 3277
2023
Q1 		$834K Buy
17,789
+8,832
+99% +$416K ﹤0.01% 4270
2022
Q4 		$415K Buy
8,957
+1,746
+24% +$80.2K ﹤0.01% 4857
2022
Q3 		$328K Buy
7,211
+5,472
+315% +$263K ﹤0.01% 4700
2022
Q2 		$83K Buy
1,739
+95
+6% +$4.62K ﹤0.01% 5560
2022
Q1 		$84K Buy
1,644
+1,455
+770% +$78.3K ﹤0.01% 6043
2021
Q4 		$11K Buy
+189
New +$10.6K ﹤0.01% 8666
2021
Q2 		– Sell
-3,319
Closed -$181K – 9506
2021
Q1 		$181K Buy
3,319
+2,762
+496% +$150K ﹤0.01% 5561
2020
Q4 		$30K Sell
557
-426
-43% -$22.4K ﹤0.01% 6633
2020
Q3 		$51K Sell
983
-1,242
-56% -$64.3K ﹤0.01% 5631
2020
Q2 		$113K Buy
2,225
+2,072
+1,354% +$101K ﹤0.01% 5204
2020
Q1 		$8K Buy
+153
New +$8.12K ﹤0.01% 7073
2019
Q4 		– Sell
-106
Closed -$6K – 8211
2019
Q3 		$6K Buy
+106
New +$5.62K ﹤0.01% 7404
2019
Q2 		– Sell
-230
Closed -$12K – 7962
2019
Q1 		$12K Buy
+230
New +$11.6K ﹤0.01% 6682

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
FPGK
Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

UBS Group's FMHI Position: Q2 2026 in Review

UBS Group increased its First Trust Municipal High Income ETF (FMHI) stake by 13% in Q2 2026, buying an estimated $2.15M and bringing the position to 376,746 shares worth $18.3M. The position accounts for ﹤0.01% of the portfolio, ranked #2786.

UBS Group first reported a position in FMHI in Q1 2019 and has held it in 26 quarters since. The position peaked at $19.3M in Q1 2025. 191 funds tracked by Wall St. Rank hold FMHI as of Q2 2026.

  • UBS Group held 376,746 shares of First Trust Municipal High Income ETF worth $18.3M as of Q2 2026.
  • UBS Group bought 44,629 First Trust Municipal High Income ETF shares in Q2 2026, an estimated $2.15M.
  • First Trust Municipal High Income ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #2786 holding.
  • UBS Group first reported a position in First Trust Municipal High Income ETF in Q1 2019 and has held it in 26 quarters since.
  • UBS Group's First Trust Municipal High Income ETF position peaked at $19.3M in Q1 2025.
  • 191 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.