XWM
Xcel Wealth Management’s First Trust Municipal High Income ETF FMHI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $280K | Hold |
6,000
| – | – | 0.08% | 119 |
|
|
2025
Q1 | $287K | Hold |
6,000
| – | – | 0.09% | 114 |
|
|
2024
Q4 | $290K | Hold |
6,000
| – | – | 0.08% | 114 |
|
|
2024
Q3 | $296K | Hold |
6,000
| – | – | 0.09% | 111 |
|
|
2024
Q2 | $290K | Hold |
6,000
| – | – | 0.09% | 105 |
|
|
2024
Q1 | $289K | Buy |
+6,000
| New | +$289K | 0.09% | 102 |
|