Steward Partners Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $461K | Sell |
9,880
-3,689
| -27% | -$172K | ﹤0.01% | 1338 |
|
|
2025
Q1 | $649K | Sell |
13,569
-24,180
| -64% | -$1.16M | 0.01% | 1107 |
|
|
2024
Q4 | $1.82M | Sell |
37,749
-9,124
| -19% | -$441K | 0.02% | 671 |
|
|
2024
Q3 | $2.32M | Buy |
46,873
+121
| +0.3% | +$5.98K | 0.02% | 582 |
|
|
2024
Q2 | $2.26M | Buy |
46,752
+318
| +0.7% | +$15.4K | 0.02% | 547 |
|
|
2024
Q1 | $2.24M | Buy |
46,434
+603
| +1% | +$29.1K | 0.02% | 548 |
|
|
2023
Q4 | $2.19M | Sell |
45,831
-6
| -0% | -$286 | 0.03% | 481 |
|
|
2023
Q3 | $2.07M | Buy |
45,837
+1,085
| +2% | +$48.9K | 0.03% | 467 |
|
|
2023
Q2 | $2.11M | Sell |
44,752
-5,541
| -11% | -$261K | 0.03% | 471 |
|
|
2023
Q1 | $2.36M | Buy |
50,293
+38,123
| +313% | +$1.79M | 0.04% | 423 |
|
|
2022
Q4 | $563K | Buy |
12,170
+9,449
| +347% | +$437K | 0.01% | 863 |
|
|
2022
Q3 | $124K | Buy |
2,721
+417
| +18% | +$19K | ﹤0.01% | 1408 |
|
|
2022
Q2 | $109K | Sell |
2,304
-3,575
| -61% | -$169K | ﹤0.01% | 1455 |
|
|
2022
Q1 | $301K | Sell |
5,879
-90
| -2% | -$4.61K | ﹤0.01% | 1136 |
|
|
2021
Q4 | $335K | Buy |
5,969
+2,256
| +61% | +$127K | 0.01% | 1090 |
|
|
2021
Q3 | $207K | Buy |
3,713
+2,413
| +186% | +$135K | ﹤0.01% | 1260 |
|
|
2021
Q2 | $73K | Sell |
1,300
-13,714
| -91% | -$770K | ﹤0.01% | 2681 |
|
|
2021
Q1 | $819K | Buy |
+15,014
| New | +$819K | 0.01% | 715 |
|