HNWAG
High Net Worth Advisory Group’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 | $1.03M | Buy |
22,145
+81
| +0.4% | +$3.78K | 0.27% | 82 |
|
|
2025
Q1 | $1.05M | Sell |
22,064
-3,055
| -12% | -$146K | 0.3% | 79 |
|
|
2024
Q4 | $1.21M | Buy |
25,119
+2,051
| +9% | +$99K | 0.34% | 65 |
|
|
2024
Q3 | $1.14M | Buy |
23,068
+41
| +0.2% | +$2.03K | 0.31% | 71 |
|
|
2024
Q2 | $1.11M | Buy |
23,027
+110
| +0.5% | +$5.32K | 0.34% | 66 |
|
|
2024
Q1 | $1.1M | Buy |
22,917
+3,122
| +16% | +$150K | 0.35% | 68 |
|
|
2023
Q4 | $944K | Buy |
19,795
+2,000
| +11% | +$95.4K | 0.35% | 70 |
|
|
2023
Q3 | $802K | Hold |
17,795
| – | – | 0.32% | 77 |
|
|
2023
Q2 | $838K | Hold |
17,795
| – | – | 0.33% | 77 |
|
|
2023
Q1 | $834K | Hold |
17,795
| – | – | 0.34% | 77 |
|
|
2022
Q4 | $824K | Buy |
+17,795
| New | +$824K | 0.32% | 76 |
|