Avantax Advisory Services’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 | $2.72M | Buy |
58,243
+9,829
| +20% | +$459K | 0.01% | 660 |
|
|
2025
Q1 | $2.31M | Sell |
48,414
-7,587
| -14% | -$363K | 0.01% | 682 |
|
|
2024
Q4 | $2.7M | Buy |
56,001
+27,226
| +95% | +$1.31M | 0.02% | 592 |
|
|
2024
Q3 | $1.42M | Buy |
28,775
+14,776
| +106% | +$730K | 0.01% | 843 |
|
|
2024
Q2 | $676K | Buy |
13,999
+812
| +6% | +$39.2K | ﹤0.01% | 1187 |
|
|
2024
Q1 | $635K | Buy |
13,187
+8,343
| +172% | +$402K | 0.01% | 935 |
|
|
2023
Q4 | $231K | Sell |
4,844
-4,642
| -49% | -$221K | ﹤0.01% | 1389 |
|
|
2023
Q3 | $428K | Sell |
9,486
-695
| -7% | -$31.3K | ﹤0.01% | 1015 |
|
|
2023
Q2 | $480K | Sell |
10,181
-914
| -8% | -$43K | 0.01% | 956 |
|
|
2023
Q1 | $520K | Buy |
11,095
+495
| +5% | +$23.2K | 0.01% | 898 |
|
|
2022
Q4 | $491K | Sell |
10,600
-324
| -3% | -$15K | 0.01% | 874 |
|
|
2022
Q3 | $496K | Sell |
10,924
-778
| -7% | -$35.3K | 0.01% | 780 |
|
|
2022
Q2 | $556K | Sell |
11,702
-2,438
| -17% | -$116K | 0.01% | 742 |
|
|
2022
Q1 | $724K | Buy |
+14,140
| New | +$724K | 0.01% | 647 |
|
|
2021
Q4 | – | Sell |
-5,755
| Closed | -$321K | – | 1256 |
|
|
2021
Q3 | $321K | Buy |
+5,755
| New | +$321K | 0.01% | 898 |
|