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Tanglewood Legacy Advisors’s First Trust Municipal High Income ETF FMHI Stock Holding History

Tanglewood Legacy Advisors’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
-2,100
Closed -$100K – 289
2025
Q1 		$100K Hold
2,100
– – 0.04% 129
2024
Q4 		$101K Hold
2,100
– – 0.04% 125
2024
Q3 		$104K Hold
2,100
– – 0.05% 121
2024
Q2 		$101K Hold
2,100
– – 0.05% 117
2024
Q1 		$101K Hold
2,100
– – 0.05% 122
2023
Q4 		$100K Hold
2,100
– – 0.05% 116
2023
Q3 		$94.6K Buy
2,100
+1,100
+110% +$51.2K 0.06% 117
2023
Q2 		$47.1K Hold
1,000
– – 0.03% 167
2023
Q1 		$46.9K Hold
1,000
– – 0.03% 155
2022
Q4 		$46.3K Buy
+1,000
New +$45.9K 0.03% 135

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 $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citigroup
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
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
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Tanglewood Legacy Advisors's FMHI Position: Q2 2025 in Review

Tanglewood Legacy Advisors sold out of First Trust Municipal High Income ETF (FMHI) in Q2 2025, closing a stake of 2,100 shares — an estimated $100K sold.

Tanglewood Legacy Advisors first reported a position in FMHI in Q4 2022 and held it in 10 quarters. The position peaked at $104K in Q3 2024. 175 funds tracked by Wall St. Rank hold FMHI as of Q2 2025.

  • Tanglewood Legacy Advisors reported no remaining First Trust Municipal High Income ETF position as of Q2 2025 after selling out during the quarter.
  • Tanglewood Legacy Advisors sold 2,100 First Trust Municipal High Income ETF shares in Q2 2025, an estimated $100K.
  • Tanglewood Legacy Advisors first reported a position in First Trust Municipal High Income ETF in Q4 2022 and held it in 10 quarters.
  • Tanglewood Legacy Advisors's First Trust Municipal High Income ETF position peaked at $104K in Q3 2024.
  • 175 funds tracked by Wall St. Rank held First Trust Municipal High Income ETF as of Q2 2025.

Based on Tanglewood Legacy Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.