CWP
Cyndeo Wealth Partners’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 | $4.45M | Hold |
95,278
| – | – | 0.26% | 102 |
|
|
2025
Q1 | $4.55M | Buy |
95,278
+7,208
| +8% | +$345K | 0.3% | 98 |
|
|
2024
Q4 | $4.25M | Buy |
88,070
+1,957
| +2% | +$94.5K | 0.29% | 97 |
|
|
2024
Q3 | $4.25M | Sell |
86,113
-2,976
| -3% | -$147K | 0.3% | 91 |
|
|
2024
Q2 | $4.3M | Hold |
89,089
| – | – | 0.34% | 88 |
|
|
2024
Q1 | $4.29M | Sell |
89,089
-12,760
| -13% | -$615K | 0.36% | 87 |
|
|
2023
Q4 | $4.86M | Buy |
101,849
+87,894
| +630% | +$4.19M | 0.45% | 72 |
|
|
2023
Q3 | $629K | Hold |
13,955
| – | – | 0.07% | 208 |
|
|
2023
Q2 | $657K | Sell |
13,955
-3,387
| -20% | -$160K | 0.07% | 197 |
|
|
2023
Q1 | $813K | Sell |
17,342
-152,694
| -90% | -$7.16M | 0.09% | 186 |
|
|
2022
Q4 | $7.87M | Buy |
+170,036
| New | +$7.87M | 0.92% | 22 |
|