Geneos Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $236K | Sell |
5,063
-15,725
| -76% | -$734K | 0.01% | 933 |
|
|
2025
Q1 | $994K | Buy |
20,788
+10,618
| +104% | +$508K | 0.01% | 664 |
|
|
2024
Q4 | $491K | Sell |
10,170
-381
| -4% | -$18.4K | 0.02% | 597 |
|
|
2024
Q3 | $521K | Buy |
10,551
+1,364
| +15% | +$67.4K | 0.02% | 557 |
|
|
2024
Q2 | $444K | Buy |
9,187
+509
| +6% | +$24.6K | 0.02% | 524 |
|
|
2024
Q1 | $418K | Sell |
8,678
-696
| -7% | -$33.5K | 0.02% | 536 |
|
|
2023
Q4 | $447K | Sell |
9,374
-142
| -1% | -$6.77K | 0.02% | 512 |
|
|
2023
Q3 | $429K | Buy |
9,516
+1,080
| +13% | +$48.7K | 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% | +$58.7K | 0.02% | 580 |
|
|
2022
Q4 | $204K | Buy |
4,417
+2,411
| +120% | +$112K | 0.01% | 620 |
|
|
2022
Q3 | $91K | Buy |
2,006
+1,606
| +402% | +$72.9K | 0.01% | 836 |
|
|
2022
Q2 | $19K | Sell |
400
-2
| -0.5% | -$95 | ﹤0.01% | 1701 |
|
|
2022
Q1 | $20K | Buy |
+402
| New | +$20K | ﹤0.01% | 1798 |
|