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 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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Wealth Enhancement Advisory Services's FMHI Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its First Trust Municipal High Income ETF (FMHI) stake by 13% in Q2 2026, buying an estimated $8.32M and bringing the position to 1,503,752 shares worth $72.7M. The position accounts for 0.12% of the portfolio, ranked #149.

Wealth Enhancement Advisory Services first reported a position in FMHI in Q2 2023 and has held it in 13 quarters since. The position peaked at $77M in Q4 2025. 191 funds tracked by Wall St. Rank hold FMHI as of Q2 2026.

Wealth Enhancement Advisory Services held 1,503,752 shares of First Trust Municipal High Income ETF worth $72.7M as of Q2 2026.
Wealth Enhancement Advisory Services bought 172,925 First Trust Municipal High Income ETF shares in Q2 2026, an estimated $8.32M.
First Trust Municipal High Income ETF made up 0.12% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #149 holding.
Wealth Enhancement Advisory Services first reported a position in First Trust Municipal High Income ETF in Q2 2023 and has held it in 13 quarters since.
Wealth Enhancement Advisory Services's First Trust Municipal High Income ETF position peaked at $77M in Q4 2025.
191 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.