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FMHIFirst Trust Municipal High Income ETF

Get income8y track recordRanked #439 of 1,650 in this goal

Seeks to provide federally tax-exempt income and long-term capital appreciation.

By First Trust · Launched 2017

Annual Cost

0.49%

#2,480 of 5,861 · average

Fund Size

$995M

#1,142 of 5,861 · large

Dividend YieldGoal

4.24%

Track Record

8 years

#1,610 of 5,861 · established

Performance

Total-return NAV · USD
Growth of $10,000
$10,705+7.0%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Fixed income

What it actually holds

By weight

Concentration

Top 10 holdings = 5.1% of fundwell diversified

CHICAGO ILL O HARE INTL ARPT
0.6%
PUERTO RICO SALES TAX FINANCING CORP
0.6%
PUERTO RICO AQUEDUCT AND SEWER AUTHORITY
0.6%
MOBILE COUNTY INDUSTRIAL DEVELOPMENT AUTHORITY (AL)
0.6%
MOBILE INDUSTRIAL DEVELOPMENT BOARD (AL)
0.5%
ST. LOUIS COUNTY INDUSTRIAL DEVELOPMENT AUTHORITY (MO)
0.5%
PUBLIC FINANCE AUTHORITY (WI)
0.4%
SPRING VY CMNTY INFRASTRUCTURE DIST NO 1 IDAHO
0.4%
PUERTO RICO, COMMONWEALTH OF
0.4%
ARKANSAS DEVELOPMENT FINANCE AUTHORITY (AR)
0.4%

Asset allocation

Bonds
99.8%
Cash
0.2%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
3.1%Low

Year-on-year price swings

Max drawdown
-18.8%Moderate

Worst peak-to-trough loss

Sharpe (3Y)
0.17Below average
Sortino (3Y)
0.23Moderate downside risk

Bond profile

Duration

5.0 years

Avg maturity

9.9 years

Credit ratings

AAA
0.2%
AA
9.5%
A
14.7%
BBB
17.1%
BB
13.6%
B
1.1%
Other
43.8%

Listing

Exchange
NASDAQ Global Select Market

Full fund details

Objective
Seeks to provide federally tax-exempt income and long-term capital appreciation.
Strategy
Invests primarily in municipal debt securities that pay interest exempt from federal income taxes, targeting at least 80% in high-yield municipal securities rated below investment grade. Focuses on U.S. states and territories, aiming for both tax-exempt income and capital appreciation.
Inception date
November 1, 2017
Fund family
First Trust

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Data updated on 2026-08-04