Steward Partners Investment Advisory’s First Trust Municipal High Income ETF FMHI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$466K	Sell	9,794 -800	-8%	-$38.5K	﹤0.01%	1562
2025 Q4	$508K	Buy	10,594 +777	+8%	+$37.2K	﹤0.01%	1413
2025 Q3	$466K	Sell	9,817 -63	-0.6%	-$2.94K	﹤0.01%	1419
2025 Q2	$461K	Sell	9,880 -3,689	-27%	-$172K	﹤0.01%	1338
2025 Q1	$649K	Sell	13,569 -24,180	-64%	-$1.17M	0.01%	1107
2024 Q4	$1.82M	Sell	37,749 -9,124	-19%	-$446K	0.02%	671
2024 Q3	$2.32M	Buy	46,873 +121	+0.3%	+$5.93K	0.02%	582
2024 Q2	$2.26M	Buy	46,752 +318	+0.7%	+$15.2K	0.02%	547
2024 Q1	$2.24M	Buy	46,434 +603	+1%	+$28.9K	0.02%	548
2023 Q4	$2.19M	Sell	45,831 -6	-0%	-$274	0.03%	481
2023 Q3	$2.07M	Buy	45,837 +1,085	+2%	+$50.5K	0.03%	467
2023 Q2	$2.11M	Sell	44,752 -5,541	-11%	-$260K	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%	+$434K	0.01%	863
2022 Q3	$124K	Buy	2,721 +417	+18%	+$20K	﹤0.01%	1408
2022 Q2	$109K	Sell	2,304 -3,575	-61%	-$174K	﹤0.01%	1455
2022 Q1	$301K	Sell	5,879 -90	-2%	-$4.84K	﹤0.01%	1136
2021 Q4	$335K	Buy	5,969 +2,256	+61%	+$126K	0.01%	1090
2021 Q3	$207K	Buy	3,713 +2,413	+186%	+$136K	﹤0.01%	1260
2021 Q2	$73K	Sell	1,300 -13,714	-91%	-$762K	﹤0.01%	2682
2021 Q1	$819K	Buy	+15,014	New	+$817K	0.01%	715