Carson Wealth (CWM LLC)’s First Trust Municipal High Income ETF FMHI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.46M | Buy |
95,386
+17,218
| +22% | +$804K | 0.02% | 624 |
|
|
2025
Q1 | $3.74M | Buy |
78,168
+23,422
| +43% | +$1.12M | 0.01% | 608 |
|
|
2024
Q4 | $2.64M | Buy |
54,746
+30,586
| +127% | +$1.48M | 0.01% | 677 |
|
|
2024
Q3 | $1.19M | Buy |
24,160
+3,991
| +20% | +$197K | 0.01% | 920 |
|
|
2024
Q2 | $975K | Sell |
20,169
-29,750
| -60% | -$1.44M | ﹤0.01% | 904 |
|
|
2024
Q1 | $2.41M | Buy |
49,919
+39,823
| +394% | +$1.92M | 0.01% | 572 |
|
|
2023
Q4 | $481K | Buy |
10,096
+9,732
| +2,674% | +$464K | ﹤0.01% | 1073 |
|
|
2023
Q3 | $16K | Hold |
364
| – | – | ﹤0.01% | 2828 |
|
|
2023
Q2 | $17K | Hold |
364
| – | – | ﹤0.01% | 2740 |
|
|
2023
Q1 | $17K | Hold |
364
| – | – | ﹤0.01% | 2612 |
|
|
2022
Q4 | $17K | Hold |
364
| – | – | ﹤0.01% | 2473 |
|
|
2022
Q3 | $17K | Hold |
364
| – | – | ﹤0.01% | 2324 |
|
|
2022
Q2 | $17K | Hold |
364
| – | – | ﹤0.01% | 2215 |
|
|
2022
Q1 | $19K | Hold |
364
| – | – | ﹤0.01% | 2102 |
|
|
2021
Q4 | $20K | Buy |
+364
| New | +$20K | ﹤0.01% | 1984 |
|
|
2021
Q2 | $20K | Hold |
364
| – | – | ﹤0.01% | 1786 |
|
|
2021
Q1 | $20K | Hold |
364
| – | – | ﹤0.01% | 1786 |
|
|
2020
Q4 | $20K | Hold |
364
| – | – | ﹤0.01% | 1786 |
|
|
2020
Q3 | $20K | Hold |
364
| – | – | ﹤0.01% | 1786 |
|
|
2020
Q2 | $20K | Hold |
364
| – | – | ﹤0.01% | 1786 |
|
|
2020
Q1 | $20K | Hold |
364
| – | – | ﹤0.01% | 1786 |
|
|
2019
Q4 | $20K | Hold |
364
| – | – | ﹤0.01% | 1786 |
|
|
2019
Q3 | $20K | Hold |
364
| – | – | ﹤0.01% | 1786 |
|
|
2019
Q2 | $20K | Hold |
364
| – | – | ﹤0.01% | 1786 |
|
|
2019
Q1 | $20K | Buy |
+364
| New | +$20K | ﹤0.01% | 1786 |
|