Concurrent Investment Advisors’s First Trust Municipal High Income ETF FMHI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $873K | Sell |
18,694
-9,116
| -33% | -$426K | 0.02% | 634 |
|
2025
Q1 | $1.33M | Buy |
27,810
+290
| +1% | +$13.9K | 0.03% | 462 |
|
2024
Q4 | $1.33M | Buy |
27,520
+800
| +3% | +$38.6K | 0.04% | 417 |
|
2024
Q3 | $1.32M | Buy |
26,720
+5,330
| +25% | +$263K | 0.04% | 405 |
|
2024
Q2 | $1.03M | Buy |
21,390
+2,899
| +16% | +$140K | 0.03% | 420 |
|
2024
Q1 | $891K | Buy |
18,491
+2,153
| +13% | +$104K | 0.04% | 388 |
|
2023
Q4 | $779K | Buy |
+16,338
| New | +$779K | 0.04% | 379 |
|