Carson Wealth (CWM LLC)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $5.34M | Buy |
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|
2025
Q2 | $4.46M | Buy |
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|
2025
Q1 | $3.74M | Buy |
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|
2024
Q4 | $2.64M | Buy |
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|
2024
Q3 | $1.19M | Buy |
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|
2024
Q2 | $975K | Sell |
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|
2024
Q1 | $2.4M | Buy |
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|
2023
Q4 | $481K | Buy |
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|
2023
Q3 | $16K | Hold |
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|
2023
Q2 | $17K | Hold |
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|
2023
Q1 | $17K | Hold |
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|
2022
Q4 | $17K | Hold |
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|
2022
Q3 | $17K | Hold |
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|
2022
Q2 | $17K | Hold |
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|
2022
Q1 | $19K | Hold |
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|
2021
Q4 | $20K | Buy |
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|
2021
Q2 | $20K | Hold |
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|
2021
Q1 | $20K | Hold |
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|
2020
Q4 | $20K | Hold |
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|
2020
Q3 | $20K | Hold |
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|
2020
Q2 | $20K | Hold |
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|
2020
Q1 | $20K | Hold |
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|
2019
Q4 | $20K | Hold |
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|
2019
Q3 | $20K | Hold |
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|
2019
Q2 | $20K | Hold |
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|
2019
Q1 | $20K | Buy |
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