Wealth Enhancement Advisory Services
FMHI icon

Wealth Enhancement Advisory Services’s First Trust Municipal High Income ETF FMHI Stock Holding History

Wealth Enhancement Advisory Services’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
Q3 		$116M Buy
2,597,642
+1,093,890
+73% +$51.7M 0.17% 100
2026
Q2 		$72.7M Buy
1,503,752
+172,925
+13% +$8.32M 0.12% 149
2026
Q1 		$63.6M Sell
1,330,827
-273,657
-17% -$13.2M 0.13% 145
2025
Q4 		$77M Buy
1,604,484
+51,738
+3% +$2.48M 0.1% 189
2025
Q3 		$73.8M Buy
1,552,746
+84,303
+6% +$3.93M 0.11% 173
2025
Q2 		$68.7M Buy
1,468,443
+165,191
+13% +$7.72M 0.11% 176
2025
Q1 		$62.3M Buy
1,303,252
+151,935
+13% +$7.35M 0.12% 171
2024
Q4 		$55.6M Sell
1,151,317
-370,037
-24% -$18.1M 0.11% 184
2024
Q3 		$75.2M Buy
1,521,354
+59,086
+4% +$2.89M 0.16% 127
2024
Q2 		$70.7M Buy
1,462,268
+34,159
+2% +$1.64M 0.17% 124
2024
Q1 		$68.8M Buy
1,428,109
+44,740
+3% +$2.14M 0.18% 120
2023
Q4 		$66M Buy
1,383,369
+1,006,781
+267% +$46M 0.19% 119
2023
Q3 		$17M Buy
376,588
+365,317
+3,241% +$17M 0.06% 310
2023
Q2 		$531K Buy
+11,271
New +$529K 0.01% 344

Other funds holding FMHI

BAWC
Boyce & Associates Wealth Consulting Cedar Park, Texas $165M AUM 13.3% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
LWA
Lineweaver Wealth Advisors Valley View, Ohio $863M AUM 14.27% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Wealth Enhancement Advisory Services's FMHI Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its First Trust Municipal High Income ETF (FMHI) stake by 73% in Q3 2026, buying an estimated $51.7M and bringing the position to 2,597,642 shares worth $116M. The position accounts for 0.17% of the portfolio, ranked #100.

Wealth Enhancement Advisory Services first reported a position in FMHI in Q2 2023 and has held it in 14 quarters since. 12 funds tracked by Wall St. Rank hold FMHI as of Q3 2026.

  • Wealth Enhancement Advisory Services held 2,597,642 shares of First Trust Municipal High Income ETF worth $116M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 1,093,890 First Trust Municipal High Income ETF shares in Q3 2026, an estimated $51.7M.
  • First Trust Municipal High Income ETF made up 0.17% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #100 holding.
  • Wealth Enhancement Advisory Services first reported a position in First Trust Municipal High Income ETF in Q2 2023 and has held it in 14 quarters since.
  • 12 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.