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

Advisory Resource 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
2025 Q2	–	Sell	-49,365	Closed	-$2.36M	–	171
2025 Q1	$2.36M	Buy	49,365 +3,646	+8%	+$176K	0.48%	55
2024 Q4	$2.21M	Buy	45,719 +1,646	+4%	+$80.4K	0.47%	55
2024 Q3	$2.18M	Buy	44,073 +1,202	+3%	+$58.9K	0.46%	54
2024 Q2	$2.07M	Buy	42,871 +2,418	+6%	+$116K	0.47%	54
2024 Q1	$1.95M	Sell	40,453 -729	-2%	-$34.9K	0.45%	50
2023 Q4	$1.96M	Sell	41,182 -70	-0.2%	-$3.2K	0.49%	49
2023 Q3	$1.86M	Sell	41,252 -2,858	-6%	-$133K	0.5%	49
2023 Q2	$2.08M	Sell	44,110 -1,756	-4%	-$82.3K	0.56%	45
2023 Q1	$2.15M	Buy	45,866 +1,596	+4%	+$75.1K	0.6%	46
2022 Q4	$2.05M	Sell	44,270 -182	-0.4%	-$8.36K	0.61%	42
2022 Q3	$2.02M	Sell	44,452 -524	-1%	-$25.2K	0.67%	42
2022 Q2	$2.14M	Buy	+44,976	New	+$2.19M	0.7%	44

Other funds holding FMHI

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

MAS

Meeder Advisory Services Dublin, Ohio $2.39B AUM 23.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PWP

Principle Wealth Partners Madison, Connecticut $1.75B AUM 21.63% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Advisory Resource Group's FMHI Position: Q2 2025 in Review

Advisory Resource Group sold out of First Trust Municipal High Income ETF (FMHI) in Q2 2025, closing a stake of 49,365 shares — an estimated $2.36M sold.

Advisory Resource Group first reported a position in FMHI in Q2 2022 and held it in 12 quarters. The position peaked at $2.36M in Q1 2025. 175 funds tracked by Wall St. Rank hold FMHI as of Q2 2025.

Advisory Resource Group reported no remaining First Trust Municipal High Income ETF position as of Q2 2025 after selling out during the quarter.
Advisory Resource Group sold 49,365 First Trust Municipal High Income ETF shares in Q2 2025, an estimated $2.36M.
Advisory Resource Group first reported a position in First Trust Municipal High Income ETF in Q2 2022 and held it in 12 quarters.
Advisory Resource Group's First Trust Municipal High Income ETF position peaked at $2.36M in Q1 2025.
175 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q2 2025.

Based on Advisory Resource Group's 13F filing for Q2 2025, filed 8 Aug 2025.