Geneos Wealth Management’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	$423K	Buy	8,890 +2,853	+47%	+$137K	0.01%	748
2025 Q4	$289K	Buy	6,037 +1,103	+22%	+$52.9K	0.01%	807
2025 Q3	$234K	Sell	4,934 -129	-3%	-$6.02K	0.01%	850
2025 Q2	$236K	Sell	5,063 -15,725	-76%	-$735K	0.01%	933
2025 Q1	$994K	Buy	20,788 +10,618	+104%	+$514K	0.01%	664
2024 Q4	$491K	Sell	10,170 -381	-4%	-$18.6K	0.02%	597
2024 Q3	$521K	Buy	10,551 +1,364	+15%	+$66.8K	0.02%	557
2024 Q2	$444K	Buy	9,187 +509	+6%	+$24.4K	0.02%	524
2024 Q1	$418K	Sell	8,678 -696	-7%	-$33.3K	0.02%	536
2023 Q4	$447K	Sell	9,374 -142	-1%	-$6.49K	0.02%	512
2023 Q3	$429K	Buy	9,516 +1,080	+13%	+$50.3K	0.02%	498
2023 Q2	$397K	Buy	8,436 +2,768	+49%	+$130K	0.02%	504
2023 Q1	$266K	Buy	5,668 +1,251	+28%	+$58.9K	0.02%	580
2022 Q4	$204K	Buy	4,417 +2,411	+120%	+$111K	0.01%	620
2022 Q3	$91K	Buy	2,006 +1,606	+402%	+$77.1K	0.01%	836
2022 Q2	$19K	Sell	400 -2	-0.5%	-$97	﹤0.01%	1701
2022 Q1	$20K	Buy	+402	New	+$21.6K	﹤0.01%	1798