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Martin Worley Group’s First Trust Municipal High Income ETF FMHI Stock Holding History

Martin Worley 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 		$2.54M Buy
54,388
+12,916
+31% +$603K 1.24% 27
2025
Q1 		$1.98M Buy
41,472
+3,778
+10% +$183K 1.13% 31
2024
Q4 		$1.82M Buy
+37,694
New +$1.84M 1.14% 29

Other funds holding FMHI

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
MAS
Meeder Advisory Services Dublin, Ohio $2.73B AUM 32.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PWP
Principle Wealth Partners Madison, Connecticut $2.03B AUM 27.56% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Martin Worley Group's FMHI Position: Q2 2025 in Review

Martin Worley Group increased its First Trust Municipal High Income ETF (FMHI) stake by 31% in Q2 2025, buying an estimated $603K and bringing the position to 54,388 shares worth $2.54M. The position accounts for 1.24% of the portfolio, ranked #27.

Martin Worley Group first reported a position in FMHI in Q4 2024 and has held it in 3 quarters since. 175 funds tracked by Wall St. Rank hold FMHI as of Q2 2025.

  • Martin Worley Group held 54,388 shares of First Trust Municipal High Income ETF worth $2.54M as of Q2 2025.
  • Martin Worley Group bought 12,916 First Trust Municipal High Income ETF shares in Q2 2025, an estimated $603K.
  • First Trust Municipal High Income ETF made up 1.24% of Martin Worley Group's portfolio in Q2 2025, its #27 holding.
  • Martin Worley Group first reported a position in First Trust Municipal High Income ETF in Q4 2024 and has held it in 3 quarters since.
  • 175 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q2 2025.

Based on Martin Worley Group's 13F filing for Q2 2025, filed 12 Aug 2025.