Cyndeo Wealth Partners’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
2026 Q1	$4.37M	Hold	92,000	–	–	0.23%	106
2025 Q4	$4.41M	Sell	92,000 -1,046	-1%	-$50.1K	0.24%	103
2025 Q3	$4.42M	Sell	93,046 -2,232	-2%	-$104K	0.25%	101
2025 Q2	$4.45M	Hold	95,278	–	–	0.26%	102
2025 Q1	$4.55M	Buy	95,278 +7,208	+8%	+$349K	0.3%	98
2024 Q4	$4.25M	Buy	88,070 +1,957	+2%	+$95.6K	0.29%	97
2024 Q3	$4.25M	Sell	86,113 -2,976	-3%	-$146K	0.3%	91
2024 Q2	$4.3M	Hold	89,089	–	–	0.34%	88
2024 Q1	$4.29M	Sell	89,089 -12,760	-13%	-$611K	0.36%	87
2023 Q4	$4.86M	Buy	101,849 +87,894	+630%	+$4.02M	0.45%	72
2023 Q3	$629K	Hold	13,955	–	–	0.07%	208
2023 Q2	$657K	Sell	13,955 -3,387	-20%	-$159K	0.07%	197
2023 Q1	$813K	Sell	17,342 -152,694	-90%	-$7.19M	0.09%	186
2022 Q4	$7.87M	Buy	+170,036	New	+$7.81M	0.92%	22