AE Wealth Management’s First Trust Municipal High Income ETF FMHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $361K | Buy |
7,735
+1,726
| +29% | +$80.6K | ﹤0.01% | 1035 |
|
|
2025
Q1 | $287K | Buy |
6,009
+3,135
| +109% | +$150K | ﹤0.01% | 1106 |
|
|
2024
Q4 | $139K | Buy |
+2,874
| New | +$139K | ﹤0.01% | 1358 |
|
|
2024
Q1 | – | Sell |
-16,826
| Closed | -$796K | – | 1441 |
|
|
2023
Q4 | $796K | Sell |
16,826
-642
| -4% | -$30.4K | ﹤0.01% | 1235 |
|
|
2023
Q3 | $787K | Buy |
17,468
+5,207
| +42% | +$235K | ﹤0.01% | 1190 |
|
|
2023
Q2 | $578K | Sell |
12,261
-1,102
| -8% | -$51.9K | ﹤0.01% | 1313 |
|
|
2023
Q1 | $627K | Sell |
13,363
-4,518
| -25% | -$212K | ﹤0.01% | 1239 |
|
|
2022
Q4 | $828K | Buy |
17,881
+10,961
| +158% | +$507K | 0.01% | 1056 |
|
|
2022
Q3 | $314K | Buy |
6,920
+1,696
| +32% | +$77K | ﹤0.01% | 1458 |
|
|
2022
Q2 | $248K | Sell |
5,224
-4,552
| -47% | -$216K | ﹤0.01% | 1512 |
|
|
2022
Q1 | $501K | Sell |
9,776
-23,261
| -70% | -$1.19M | ﹤0.01% | 1235 |
|
|
2021
Q4 | $1.85M | Buy |
33,037
+3,802
| +13% | +$213K | 0.01% | 720 |
|
|
2021
Q3 | $1.63M | Buy |
29,235
+6,274
| +27% | +$350K | 0.01% | 708 |
|
|
2021
Q2 | $1.29M | Buy |
22,961
+1,227
| +6% | +$69K | 0.01% | 752 |
|
|
2021
Q1 | $1.19M | Sell |
21,734
-2,562
| -11% | -$140K | 0.01% | 717 |
|
|
2020
Q4 | $1.31M | Buy |
24,296
+863
| +4% | +$46.4K | 0.01% | 625 |
|
|
2020
Q3 | $1.21M | Sell |
23,433
-65
| -0.3% | -$3.37K | 0.02% | 578 |
|
|
2020
Q2 | $1.19M | Buy |
+23,498
| New | +$1.19M | 0.02% | 558 |
|