Cary Street Partners Investment Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-13,018
| Closed | -$643K | – | 580 |
|
|
2024
Q3 | $643K | Buy |
13,018
+1,865
| +17% | +$92.1K | 0.02% | 451 |
|
|
2024
Q2 | $539K | Hold |
11,153
| – | – | 0.02% | 455 |
|
|
2024
Q1 | $537K | Buy |
11,153
+700
| +7% | +$33.7K | 0.02% | 447 |
|
|
2023
Q4 | $498K | Hold |
10,453
| – | – | 0.02% | 429 |
|
|
2023
Q3 | $471K | Hold |
10,453
| – | – | 0.03% | 406 |
|
|
2023
Q2 | $492K | Buy |
+10,453
| New | +$492K | 0.03% | 363 |
|