Summit Wealth Partners’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
2025
Q3
$684K Sell
2025
Q2
$676K Hold
2025
Q1
$692K Hold
2024
Q4
$699K Buy
2024
Q3
$543K Sell
2024
Q2
$572K Buy
2024
Q1
$541K Hold
2023
Q4
$535K Buy