Summit Wealth Partners’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 | $676K | Hold |
14,465
| – | – | 0.13% | 107 |
|
|
2025
Q1 | $692K | Hold |
14,465
| – | – | 0.14% | 103 |
|
|
2024
Q4 | $699K | Buy |
14,465
+3,480
| +32% | +$168K | 0.14% | 100 |
|
|
2024
Q3 | $543K | Sell |
10,985
-863
| -7% | -$42.6K | 0.1% | 134 |
|
|
2024
Q2 | $572K | Buy |
11,848
+620
| +6% | +$30K | 0.12% | 122 |
|
|
2024
Q1 | $541K | Hold |
11,228
| – | – | 0.12% | 123 |
|
|
2023
Q4 | $535K | Buy |
+11,228
| New | +$535K | 0.12% | 113 |
|