SFG
Socha Financial 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
Q1 | – | Sell |
-6,386
| Closed | -$308K | – | 23 |
|
|
2024
Q4 | $308K | Sell |
6,386
-12,468
| -66% | -$602K | 0.14% | 19 |
|
|
2024
Q3 | $931K | Buy |
18,854
+568
| +3% | +$28.1K | 0.4% | 10 |
|
|
2024
Q2 | $884K | Sell |
18,286
-189
| -1% | -$9.13K | 0.41% | 9 |
|
|
2024
Q1 | $890K | Buy |
18,475
+572
| +3% | +$27.6K | 0.39% | 13 |
|
|
2023
Q4 | $854K | Buy |
17,903
+457
| +3% | +$21.8K | 0.41% | 12 |
|
|
2023
Q3 | $786K | Sell |
17,446
-1
| -0% | -$45 | 0.42% | 12 |
|
|
2023
Q2 | $822K | Buy |
17,447
+47
| +0.3% | +$2.21K | 0.43% | 13 |
|
|
2023
Q1 | $816K | Buy |
17,400
+488
| +3% | +$22.9K | 0.53% | 10 |
|
|
2022
Q4 | $783K | Buy |
+16,912
| New | +$783K | 0.56% | 11 |
|