Free Trial

First Trust Municipal High Income ETF (FMHI) Institutional Ownership

First Trust Municipal High Income ETF logo
$46.81 -0.09 (-0.19%)
Closing price 05/2/2025 03:59 PM Eastern
Extended Trading
$46.82 +0.00 (+0.01%)
As of 05/2/2025 04:05 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for First Trust Municipal High Income ETF (NASDAQ:FMHI)

Number of
Institutional Buyers
(last 12 months)
119
Total
Institutional Inflows
(last 12 months)
$161.73M
Number of
Institutional Sellers
(last 12 months)
71
Total
Institutional Outflows
(last 12 months)
$48.85M
Get FMHI Insider Trade Alerts

Want to know when executives and insiders are buying or selling First Trust Municipal High Income ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

FMHI Institutional Buying and Selling by Quarter

First Trust Municipal High Income ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/2/2025 Dynasty Wealth Management LLC9,034$432K0.0%-5.1%0.058%
5/2/2025 Larson Financial Group LLC2,776$133K0.0%-27.0%0.018%
5/2/2025 Landmark Wealth Management LLC5,361$256K0.1%+8.9%0.034%
5/2/2025 Boyce & Associates Wealth Consulting Inc.16,446$786K0.8%+32.7%0.105%
5/2/2025 Lokken Investment Group LLC5,648$270K0.1%-9.9%0.036%
5/2/2025 Sigma Planning Corp11,092$530K0.0%-9.6%0.071%
5/2/2025 Evergreen Private Wealth LLC34,004$1.63M0.8%+1.4%0.217%
5/1/2025 CWM LLC78,168$3.74M0.0%+42.8%0.499%
5/1/2025 Hughes Financial Services LLC96,535$4.64M0.9%-0.5%0.617%
5/1/2025 Platform Technology Partners59,329$2.84M0.8%-1.7%0.379%
4/30/2025 Seamount Financial Group Inc.15,034$719K0.5%+140.6%0.096%
4/30/2025 Brown Advisory Inc.8,199$392K0.0%-38.7%0.052%
4/30/2025 Synergy Investment Management LLC13,844$662K0.3%+441.0%0.088%
4/29/2025 Envestnet Asset Management Inc.69,248$3.31M0.0%+5.8%0.442%
4/29/2025 Concurrent Investment Advisors LLC27,810$1.33M0.0%+1.1%0.178%
4/29/2025 Bank of New York Mellon Corp44,332$2.12M0.0%-12.8%0.283%
4/29/2025 Capital Investment Advisory Services LLC17,550$839K0.1%-11.5%0.112%
4/28/2025 D.A. Davidson & CO.41,092$1.96M0.0%-6.9%0.263%
4/28/2025 Mutual Advisors LLC33,470$1.56M0.0%+4.2%0.214%
4/28/2025 Private Trust Co. NA5,201$249K0.0%+5.5%0.033%
4/28/2025 Arbor Capital Management Inc. ADV14,822$711K0.7%+7.0%0.095%
4/25/2025 EnRich Financial Partners LLC165,438$7.91M2.7%+3.1%1.047%
4/25/2025 Altus Wealth Group LLC6,707$321K0.2%+9.1%0.042%
4/25/2025 Perissos Private Wealth Management LLC34,483$1.65M1.5%+0.6%0.218%
4/24/2025 Boyd Wealth Management LLC16,297$779K0.4%-11.9%0.103%
4/23/2025 Mattern Wealth Management LLC8,050$385K0.1%-14.5%0.051%
4/23/2025 International Assets Investment Management LLC8,457$404K0.0%-16.7%0.053%
4/23/2025 Oppenheimer & Co. Inc.5,513$264K0.0%-9.1%0.035%
4/22/2025 Cambridge Investment Research Advisors Inc.134,146$6.41M0.0%+9.1%0.846%
4/22/2025 Crumly & Associates Inc.97,108$4.64M1.3%-5.5%0.613%
4/21/2025 Martin Worley Group41,472$1.98M1.1%+10.0%0.262%
4/21/2025 Curran Financial Partners LLC10,873$520K0.1%+90.1%0.069%
4/21/2025 Advisory Resource Group49,365$2.36M0.5%+8.0%0.311%
4/21/2025 Envestnet Portfolio Solutions Inc.10,276$491K0.0%+7.1%0.065%
4/18/2025 Cornerstone Wealth Management LLC74,504$3.56M0.2%+0.6%0.470%
4/18/2025 DHJJ Financial Advisors Ltd.8,114$388K0.2%-3.5%0.051%
4/17/2025 Sagespring Wealth Partners LLC9,035$432K0.0%-12.7%0.056%
4/17/2025 Sowell Financial Services LLC31,620$1.51M0.1%+0.7%0.195%
4/17/2025 Janney Montgomery Scott LLC22,915$1.10M0.0%+24.7%0.141%
4/17/2025 Cyndeo Wealth Partners LLC95,278$4.56M0.3%+8.2%0.586%
The Robotics Revolution has arrived … and one $7 stock could take off as a result. (Ad)

Robots aren't coming to America in 2025. They are already here. Oxford Economics says, "The Robotics Revolution we predicted has arrived." In fact, I believe these robots could impact 65 million Americans lives — by August of this year.

I'll tell you more about the $7 company Huang and Nvidia joined forces with to make it happen.
4/17/2025 Stewardship Advisors LLC73,974$3.54M1.0%+27.5%0.455%
4/17/2025 Atlas Private Wealth Advisors146,065$6.98M1.0%-14.1%0.899%
4/16/2025 Wealth Enhancement Advisory Services LLC1,303,252$62.30M0.1%+13.2%8.020%
4/16/2025 Marshall Financial Group LLC12,789$611K0.1%N/A0.079%
4/16/2025 Rockland Trust Co.53,463$2.56M0.1%-6.1%0.329%
4/15/2025 Traction Financial Partners LLC17,659$844K0.7%-39.2%0.109%
4/9/2025 RFG Advisory LLC7,343$351K0.0%-88.1%0.045%
4/9/2025 Flagstar Advisors Inc.29,269$1.40M0.4%+1.0%0.179%
4/9/2025 High Net Worth Advisory Group LLC22,064$1.06M0.3%-12.2%0.135%
4/7/2025 AdvisorNet Financial Inc12,703$607K0.0%+8.6%0.078%
4/3/2025 Insight Wealth Strategies LLC4,392$210K0.0%-15.1%0.027%
4/1/2025 Hobart Private Capital LLC25,624$1.23M0.3%+5.6%0.164%
3/18/2025Triton Wealth Management PLLC27,851$1.35M0.7%-2.6%0.178%
3/17/2025 Wealth Enhancement Advisory Services LLC1,151,317$55.60M0.1%-24.3%7.357%
2/25/2025Armis Advisers LLC7,859$380K0.0%N/A0.050%
2/17/2025Visionary Wealth Advisors72,616$3.51M0.2%+24.0%0.464%
2/17/2025Snowden Capital Advisors LLC7,703$372K0.0%-8.7%0.049%
2/17/2025Cetera Investment Advisers190,730$9.21M0.0%+13.1%1.219%
2/17/2025Citadel Advisors LLC23,946$1.16M0.0%+138.5%0.153%
2/17/2025Cary Street Partners Financial LLC12,509$604K0.0%N/A0.080%
2/17/2025Baird Financial Group Inc.5,800$280K0.0%+34.9%0.037%
2/17/2025Bank of America Corp DE671,953$32.45M0.0%+9.6%4.294%
2/17/2025Benjamin Edwards Inc.8,285$400K0.0%+10.0%0.053%
2/14/2025Jane Street Group LLC44,179$2.13M0.0%-33.8%0.282%
2/14/2025Two Sigma Securities LLC5,961$288K0.0%N/A0.038%
2/14/2025Integrated Wealth Concepts LLC26,127$1.26M0.0%+188.3%0.167%
2/14/2025Coppell Advisory Solutions LLC1,293$62K0.0%+180.5%0.008%
2/14/2025Stifel Financial Corp25,808$1.25M0.0%+22.0%0.165%
2/14/2025 OneDigital Investment Advisors LLC14,318$691K0.0%+3.0%0.091%
2/14/2025MML Investors Services LLC94,472$4.56M0.0%+2.4%0.604%
2/13/2025NewEdge Advisors LLC210,955$10.19M0.1%+15.3%1.348%
2/13/2025CreativeOne Wealth LLC14,463$698K0.0%N/A0.092%
2/13/2025 Sagespring Wealth Partners LLC10,349$500K0.0%N/A0.066%
2/13/2025Manhattan West Asset Management LLC176,136$8.51M2.3%+5.3%1.125%
2/13/2025Rockefeller Capital Management L.P.15,760$761K0.0%-9.1%0.101%
2/13/2025 EnRich Financial Partners LLC160,537$7.75M2.6%+14.7%1.026%
2/13/2025Waddell & Associates LLC5,570$269K0.0%-5.9%0.036%
2/13/2025Raymond James Financial Inc.357,337$17.26M0.0%N/A2.283%
2/13/2025Advisory Services Network LLC9,508$459K0.0%+76.6%0.061%
2/13/2025 Envestnet Asset Management Inc.65,426$3.16M0.0%+1.8%0.418%
2/13/2025Wells Fargo & Company MN700,256$33.82M0.0%+6.1%4.474%
2/12/2025 Martin Worley Group37,694$1.82M1.1%N/A0.241%
2/12/2025OneAscent Financial Services LLC18,100$874K0.1%N/A0.116%
2/12/2025Meeder Advisory Services Inc.103,792$5.01M0.3%+9.3%0.663%
2/12/2025Level Four Advisory Services LLC4,774$231K0.0%-6.6%0.031%
2/12/2025Orion Portfolio Solutions LLC16,078$776K0.0%-15.0%0.103%
2/12/2025JPMorgan Chase & Co.138,457$6.69M0.0%+30.3%0.885%
2/12/2025Core Wealth Partners LLC4,280$207K0.1%-27.4%0.027%
2/11/2025Ashton Thomas Securities LLC19,513$942K0.3%+11.6%0.125%
2/11/2025LPL Financial LLC984,276$47.53M0.0%+10.1%6.289%
Elon Musk is all in on these robots … (Ad)

Robots — built by Nvidia. Forbes says this could be " a $24 trillion opportunity for investors." Huang said, "The ChatGPT moment for robotics is right around the corner." In fact, I believe these robots could impact 65 million Americans lives — this year. And one stock — currently priced around $7 — could be the biggest winner.

I'll tell you more about the $7 company Huang and Nvidia joined forces with to make it happen.
2/10/2025 Creative Financial Designs Inc. ADV868$42K0.0%+187.4%0.006%
2/10/2025SlateStone Wealth LLC165,903$8.01M0.8%+17.5%1.060%
2/10/2025 Altus Wealth Group LLC6,148$297K0.1%N/A0.039%
2/10/2025Harbour Investments Inc.13,300$642K0.0%-39.3%0.085%
2/10/2025 Envestnet Portfolio Solutions Inc.9,596$463K0.0%-11.8%0.061%
2/10/2025 Hughes Financial Services LLC97,019$4.69M1.0%N/A0.620%
2/10/2025Commonwealth Equity Services LLC54,181$2.62M0.0%+16.6%0.346%
2/10/2025 CFO4Life Group LLC6,221$300K0.1%-39.5%0.040%
2/10/2025Avantax Advisory Services Inc.56,001$2.70M0.0%+94.6%0.358%
2/10/2025 Farther Finance Advisors LLC2,024$98K0.0%-16.7%0.013%
(Data available from 1/1/2016 forward)

FMHI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FMHI shares?

During the previous two years, 185 institutional investors and hedge funds held shares of First Trust Municipal High Income ETF. The most heavily invested institutionals were Wealth Enhancement Advisory Services LLC ($62.30M), LPL Financial LLC ($47.53M), Wells Fargo & Company MN ($33.82M), Bank of America Corp DE ($32.45M), Raymond James Financial Inc. ($17.26M), Principle Wealth Partners LLC ($16.49M), and Citigroup Inc. ($16.28M).Learn more on FMHI's institutional investors.

Which institutional investors have been buying First Trust Municipal High Income ETF stock?

Of the 159 institutional investors that purchased First Trust Municipal High Income ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($714.67K), International Assets Investment Management LLC ($377.19K), Wealth Enhancement Advisory Services LLC ($302.52K), Wells Fargo & Company MN ($281.36K), LPL Financial LLC ($267.99K), Crumly & Associates Inc. ($206.99K), and Atlas Private Wealth Advisors ($199.59K).

How much institutional buying is happening at First Trust Municipal High Income ETF?

Institutional investors have bought a total of 6,336,779 shares in the last 24 months. This purchase volume represents approximately $320.02M in transactions.

Which First Trust Municipal High Income ETF major shareholders have been selling company stock?

Of the 100 institutional investors that sold First Trust Municipal High Income ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Wealth Enhancement Advisory Services LLC ($370.04K), RFG Advisory LLC ($308.54K), Raymond James Financial Services Advisors Inc. ($157.59K), Rockland Trust Co. ($157.57K), Crumly & Associates Inc. ($98.04K), SlateStone Wealth LLC ($37.20K), and Financial Advocates Investment Management ($34.05K).

How much institutional selling is happening at First Trust Municipal High Income ETF?

Institutional investors have sold a total of 1,700,467 shares in the last 24 months. This volume of shares sold represents approximately $81.45M in transactions.



This page (NASDAQ:FMHI) was last updated on 5/4/2025 by MarketBeat.com Staff
From Our Partners