KCS Wealth Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $272K | Sell |
6,027
-240
| -4% | -$10.8K | 0.12% | 119 |
|
|
2023
Q2 | $295K | Buy |
6,267
+154
| +3% | +$7.25K | 0.1% | 130 |
|
|
2023
Q1 | $287K | Sell |
6,113
-1,084
| -15% | -$50.8K | 0.11% | 125 |
|
|
2022
Q4 | $333K | Buy |
+7,197
| New | +$333K | 0.14% | 118 |
|
|
2022
Q3 | – | Sell |
-9,032
| Closed | -$429K | – | 150 |
|
|
2022
Q2 | $429K | Buy |
9,032
+1,680
| +23% | +$79.8K | 0.19% | 109 |
|
|
2022
Q1 | $376K | Buy |
+7,352
| New | +$376K | 0.17% | 114 |
|