Lokken Investment Group’s First Trust Municipal High Income ETF FMHI Stock Holding History

Lokken Investment 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 Q3	$350K	Buy	+7,368	New	+$344K	0.12%	104
2025 Q2	–	Sell	-5,648	Closed	-$270K	–	142
2025 Q1	$270K	Sell	5,648 -624	-10%	-$30.2K	0.11%	107
2024 Q4	$303K	Hold	6,272	–	–	0.13%	101
2024 Q3	$310K	Buy	6,272 +299	+5%	+$14.6K	0.13%	110
2024 Q2	$289K	Buy	+5,973	New	+$286K	0.14%	113

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

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

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

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

Lokken Investment Group's FMHI Position: Q3 2025 in Review

Lokken Investment Group opened a new position in First Trust Municipal High Income ETF (FMHI) in Q3 2025: 7,368 shares worth $350K. The stake represents 0.12% of the portfolio and ranks #104 among its holdings. This is a return to the name: Lokken Investment Group previously reported a position in FMHI as recently as Q1 2025.

Lokken Investment Group first reported a position in FMHI in Q2 2024 and has held it in 5 quarters since. 166 funds tracked by Wall St. Rank hold FMHI as of Q3 2025.

Lokken Investment Group held 7,368 shares of First Trust Municipal High Income ETF worth $350K as of Q3 2025.
First Trust Municipal High Income ETF was a new Lokken Investment Group position in Q3 2025.
First Trust Municipal High Income ETF made up 0.12% of Lokken Investment Group's portfolio in Q3 2025, its #104 holding.
Lokken Investment Group first reported a position in First Trust Municipal High Income ETF in Q2 2024 and has held it in 5 quarters since.
166 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q3 2025.

Based on Lokken Investment Group's 13F filing for Q3 2025, filed 5 Nov 2025.