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

High Net Worth Advisory 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
2026 Q1	$1.06M	Buy	22,399 +87	+0.4%	+$4.18K	0.25%	91
2025 Q4	$1.07M	Buy	22,312 +83	+0.4%	+$3.98K	0.25%	91
2025 Q3	$1.06M	Buy	22,229 +84	+0.4%	+$3.92K	0.25%	90
2025 Q2	$1.03M	Buy	22,145 +81	+0.4%	+$3.78K	0.27%	82
2025 Q1	$1.05M	Sell	22,064 -3,055	-12%	-$148K	0.3%	79
2024 Q4	$1.21M	Buy	25,119 +2,051	+9%	+$100K	0.34%	65
2024 Q3	$1.14M	Buy	23,068 +41	+0.2%	+$2.01K	0.31%	72
2024 Q2	$1.11M	Buy	23,027 +110	+0.5%	+$5.27K	0.34%	66
2024 Q1	$1.1M	Buy	22,917 +3,122	+16%	+$149K	0.35%	68
2023 Q4	$944K	Buy	19,795 +2,000	+11%	+$91.5K	0.35%	70
2023 Q3	$802K	Hold	17,795	–	–	0.32%	77
2023 Q2	$838K	Hold	17,795	–	–	0.33%	77
2023 Q1	$834K	Hold	17,795	–	–	0.34%	77
2022 Q4	$824K	Buy	+17,795	New	+$817K	0.32%	76

Other funds holding FMHI

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

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

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

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

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

MAS

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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

SlateStone Wealth Jupiter, Florida $1.21B AUM 21.86% 1-Year Est. Return

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

High Net Worth Advisory Group's FMHI Position: Q1 2026 in Review

High Net Worth Advisory Group increased its First Trust Municipal High Income ETF (FMHI) stake by 0.39% in Q1 2026, buying an estimated $4.18K and bringing the position to 22,399 shares worth $1.06M. The position accounts for 0.25% of the portfolio, ranked #91.

High Net Worth Advisory Group first reported a position in FMHI in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.21M in Q4 2024. 180 funds tracked by Wall St. Rank hold FMHI as of Q1 2026.

High Net Worth Advisory Group held 22,399 shares of First Trust Municipal High Income ETF worth $1.06M as of Q1 2026.
High Net Worth Advisory Group bought 87 First Trust Municipal High Income ETF shares in Q1 2026, an estimated $4.18K.
First Trust Municipal High Income ETF made up 0.25% of High Net Worth Advisory Group's portfolio in Q1 2026, its #91 holding.
High Net Worth Advisory Group first reported a position in First Trust Municipal High Income ETF in Q4 2022 and has held it in 14 quarters since.
High Net Worth Advisory Group's First Trust Municipal High Income ETF position peaked at $1.21M in Q4 2024.
180 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q1 2026.

Based on High Net Worth Advisory Group's 13F filing for Q1 2026, filed 17 Apr 2026.