AE Wealth Management’s First Trust Municipal High Income ETF FMHI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$269K	Sell	5,667 -886	-14%	-$42.6K	﹤0.01%	1449
2025 Q4	$314K	Buy	6,553 +592	+10%	+$28.4K	﹤0.01%	1288
2025 Q3	$283K	Sell	5,961 -1,774	-23%	-$82.8K	﹤0.01%	1205
2025 Q2	$361K	Buy	7,735 +1,726	+29%	+$80.6K	﹤0.01%	1035
2025 Q1	$287K	Buy	6,009 +3,135	+109%	+$152K	﹤0.01%	1106
2024 Q4	$139K	Buy	+2,874	New	+$140K	﹤0.01%	1358
2024 Q1	–	Sell	-16,826	Closed	-$796K	–	1442
2023 Q4	$796K	Sell	16,826 -642	-4%	-$29.4K	﹤0.01%	1237
2023 Q3	$787K	Buy	17,468 +5,207	+42%	+$243K	﹤0.01%	1192
2023 Q2	$578K	Sell	12,261 -1,102	-8%	-$51.7K	﹤0.01%	1315
2023 Q1	$627K	Sell	13,363 -4,518	-25%	-$213K	﹤0.01%	1241
2022 Q4	$828K	Buy	17,881 +10,961	+158%	+$503K	0.01%	1058
2022 Q3	$314K	Buy	6,920 +1,696	+32%	+$81.4K	﹤0.01%	1461
2022 Q2	$248K	Sell	5,224 -4,552	-47%	-$221K	﹤0.01%	1516
2022 Q1	$501K	Sell	9,776 -23,261	-70%	-$1.25M	﹤0.01%	1238
2021 Q4	$1.85M	Buy	33,037 +3,802	+13%	+$212K	0.01%	720
2021 Q3	$1.63M	Buy	29,235 +6,274	+27%	+$355K	0.01%	710
2021 Q2	$1.29M	Buy	22,961 +1,227	+6%	+$68.2K	0.01%	753
2021 Q1	$1.19M	Sell	21,734 -2,562	-11%	-$139K	0.01%	720
2020 Q4	$1.3M	Buy	24,296 +863	+4%	+$45.3K	0.01%	627
2020 Q3	$1.21M	Sell	23,433 -65	-0.3%	-$3.37K	0.02%	580
2020 Q2	$1.19M	Buy	+23,498	New	+$1.15M	0.02%	561