Stratos Wealth Advisors’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
Q2 | – | Sell |
-12,501
| Closed | -$586K | – | 631 |
|
2023
Q1 | $586K | Buy |
+12,501
| New | +$586K | 0.05% | 389 |
|
2022
Q1 | – | Sell |
-12,404
| Closed | -$696K | – | 536 |
|
2021
Q4 | $696K | Sell |
12,404
-3,852
| -24% | -$216K | 0.05% | 334 |
|
2021
Q3 | $907K | Buy |
16,256
+6,700
| +70% | +$374K | 0.08% | 266 |
|
2021
Q2 | $537K | Sell |
9,556
-1,305
| -12% | -$73.3K | 0.05% | 348 |
|
2021
Q1 | $592K | Buy |
10,861
+266
| +3% | +$14.5K | 0.06% | 288 |
|
2020
Q4 | $569K | Sell |
10,595
-1,493
| -12% | -$80.2K | 0.08% | 228 |
|
2020
Q3 | $626K | Buy |
12,088
+1,618
| +15% | +$83.8K | 0.15% | 150 |
|
2020
Q2 | $532K | Buy |
+10,470
| New | +$532K | 0.16% | 139 |
|