Principle Wealth Partners’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 | $13.8M | Sell |
295,682
-21,499
| -7% | -$1M | 0.86% | 25 |
|
|
2025
Q1 | $15.2M | Sell |
317,181
-24,389
| -7% | -$1.17M | 1.08% | 20 |
|
|
2024
Q4 | $16.5M | Sell |
341,570
-10,062
| -3% | -$486K | 1.16% | 18 |
|
|
2024
Q3 | $17.4M | Buy |
351,632
+196,412
| +127% | +$9.7M | 1.23% | 17 |
|
|
2024
Q2 | $7.5M | Sell |
155,220
-4,765
| -3% | -$230K | 0.57% | 46 |
|
|
2024
Q1 | $7.71M | Sell |
159,985
-9,308
| -5% | -$448K | 0.6% | 43 |
|
|
2023
Q4 | $8.07M | Buy |
+169,293
| New | +$8.07M | 0.69% | 36 |
|
|
2022
Q4 | – | Sell |
-7,845
| Closed | -$356 | – | 315 |
|
|
2022
Q3 | $356 | Sell |
7,845
-4,410
| -36% | -$200 | 0.03% | 213 |
|
|
2022
Q2 | $582K | Sell |
12,255
-172
| -1% | -$8.17K | 0.07% | 180 |
|
|
2022
Q1 | $636K | Buy |
12,427
+3,360
| +37% | +$172K | 0.07% | 176 |
|
|
2021
Q4 | $509K | Buy |
+9,067
| New | +$509K | 0.05% | 206 |
|