Xcel Wealth Management’s First Trust Municipal High Income ETF FMHI Stock Holding History

Xcel Wealth 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	$291K	Hold	6,000	–	–	0.07%	130
2026 Q1	$285K	Hold	6,000	–	–	0.08%	124
2025 Q4	$288K	Hold	6,000	–	–	0.07%	130
2025 Q3	$285K	Hold	6,000	–	–	0.07%	125
2025 Q2	$280K	Hold	6,000	–	–	0.08%	119
2025 Q1	$287K	Hold	6,000	–	–	0.09%	114
2024 Q4	$290K	Hold	6,000	–	–	0.08%	114
2024 Q3	$296K	Hold	6,000	–	–	0.09%	111
2024 Q2	$290K	Hold	6,000	–	–	0.09%	105
2024 Q1	$289K	Buy	+6,000	New	+$287K	0.09%	102

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

Xcel Wealth Management's FMHI Position: Q2 2026 in Review

Xcel Wealth Management held its First Trust Municipal High Income ETF (FMHI) position steady in Q2 2026 at 6,000 shares worth $291K. The position accounts for 0.07% of the portfolio, ranked #130.

Xcel Wealth Management first reported a position in FMHI in Q1 2024 and has held it in 10 quarters since. The position peaked at $296K in Q3 2024. 191 funds tracked by Wall St. Rank hold FMHI as of Q2 2026.

Xcel Wealth Management held 6,000 shares of First Trust Municipal High Income ETF worth $291K as of Q2 2026.
Xcel Wealth Management left its First Trust Municipal High Income ETF share count unchanged in Q2 2026.
First Trust Municipal High Income ETF made up 0.07% of Xcel Wealth Management's portfolio in Q2 2026, its #130 holding.
Xcel Wealth Management first reported a position in First Trust Municipal High Income ETF in Q1 2024 and has held it in 10 quarters since.
Xcel Wealth Management's First Trust Municipal High Income ETF position peaked at $296K in Q3 2024.
191 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q2 2026.

Based on Xcel Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.