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First Trust Municipal High Income ETF (FMHI) Institutional Ownership

First Trust Municipal High Income ETF logo
$46.32 -0.02 (-0.04%)
Closing price 03:59 PM Eastern
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$46.32 0.00 (0.00%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for First Trust Municipal High Income ETF (NASDAQ:FMHI)

Number of
Institutional Buyers
(last 12 months)
133
Total
Institutional Inflows
(last 12 months)
$166.84M
Number of
Institutional Sellers
(last 12 months)
89
Total
Institutional Outflows
(last 12 months)
$61.13M
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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
8/8/2025Rockefeller Capital Management L.P.124,595$5.82M0.0%-1.4%0.774%
8/8/2025Hedeker Wealth LLC9,495$443K0.1%-3.2%0.059%
8/8/2025Avantax Advisory Services Inc.58,243$2.72M0.0%+20.3%0.362%
8/8/2025Cetera Investment Advisers202,682$9.47M0.0%-0.6%1.259%
8/8/2025CFO4Life Group LLC5,375$251K0.0%-13.6%0.033%
8/8/2025AJ Advisors LLC59,098$2.76M1.2%N/A0.367%
8/8/2025Advyzon Investment Management LLC9,560$446K0.1%-10.6%0.059%
8/7/2025 Vise Technologies Inc.64,700$3.02M0.1%N/A0.402%
8/7/2025 Hughes Financial Services LLC2,445$113K0.0%-97.5%0.015%
8/6/2025 Prospera Financial Services Inc12,139$567K0.0%-47.0%0.075%
8/6/2025 AE Wealth Management LLC7,735$361K0.0%+28.7%0.048%
8/5/2025 Sigma Planning Corp10,199$476K0.0%-8.1%0.063%
8/5/2025 Atlas Private Wealth Advisors137,015$6.40M0.8%-6.2%0.851%
8/4/2025 IFG Advisory LLC17,223$804K0.0%+49.1%0.107%
8/4/2025 Arbor Capital Management Inc. ADV15,321$709K0.6%+3.4%0.095%
8/4/2025 Atria Investments Inc14,134$660K0.0%-25.6%0.088%
8/4/2025 Daymark Wealth Partners LLC47,587$2.22M0.1%N/A0.296%
8/1/2025 Envestnet Asset Management Inc.70,809$3.31M0.0%+2.3%0.440%
7/31/2025 Hobart Private Capital LLC13,044$609K0.1%-49.1%0.081%
7/30/2025 EnRich Financial Partners LLC168,173$7.85M2.4%+1.7%1.041%
7/30/2025 Principle Wealth Partners LLC295,682$13.81M0.9%-6.8%1.831%
7/30/2025 D.A. Davidson & CO.44,016$2.06M0.0%+7.1%0.273%
7/29/2025 International Assets Investment Management LLC10,157$474K0.0%+20.1%0.063%
7/29/2025 ShoreHaven Wealth Partners LLC25,897$1.21M0.5%-28.9%0.160%
7/29/2025 Stratos Wealth Partners LTD.5,195$243K0.0%+17.7%0.032%
7/29/2025 Private Trust Co. NA3,320$155K0.0%-36.2%0.021%
7/28/2025 Mutual Advisors LLC34,174$1.57M0.0%+2.1%0.212%
7/28/2025 Triton Wealth Management PLLC23,792$1.09M0.5%N/A0.147%
7/28/2025 Sagespring Wealth Partners LLC20,982$980K0.0%+132.2%0.130%
7/28/2025 RFG Advisory LLC6,285$294K0.0%-14.4%0.039%
7/25/2025 Atria Wealth Solutions Inc.5,820$272K0.0%+6.2%0.036%
7/25/2025 Envestnet Portfolio Solutions Inc.9,607$449K0.0%-6.5%0.060%
7/25/2025 Total Clarity Wealth Management Inc.5,016$234K0.1%N/A0.031%
7/25/2025 Landmark Wealth Management LLC5,585$261K0.1%+4.2%0.035%
7/25/2025 CWM LLC95,386$4.46M0.0%+22.0%0.592%
7/25/2025 Concurrent Investment Advisors LLC18,694$873K0.0%-32.8%0.116%
7/24/2025 Invictus Private Wealth LLC4,668$218K0.0%N/A0.029%
7/24/2025 IFP Advisors Inc32,656$1.53M0.0%+23.3%0.203%
7/23/2025 Seamount Financial Group Inc.15,390$719K0.4%+2.4%0.096%
7/22/2025 Belpointe Asset Management LLC12,850$600K0.0%-24.9%0.080%
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7/22/2025 MBL Wealth LLC72,600$3.39M0.3%+0.9%0.452%
7/21/2025 Curran Financial Partners LLC10,108$472K0.1%-7.0%0.063%
7/21/2025 Ameritas Advisory Services LLC5,794$271K0.0%-13.5%0.036%
7/21/2025 DHJJ Financial Advisors Ltd.9,992$467K0.2%+23.1%0.062%
7/21/2025 Ashton Thomas Securities LLC48,416$2.26M0.5%+139.5%0.302%
7/18/2025 Truist Financial Corp42,212$1.97M0.0%+24.1%0.263%
7/17/2025 Janney Montgomery Scott LLC19,512$911K0.0%-14.9%0.122%
7/16/2025 Evergreen Private Wealth LLC33,756$1.58M0.7%-0.7%0.210%
7/15/2025 Traction Financial Partners LLC15,449$721K0.5%-12.5%0.097%
7/15/2025 EWG Elevate Inc.46,001$2.15M0.7%N/A0.288%
7/15/2025 Boyce & Associates Wealth Consulting Inc.20,615$963K0.9%+25.3%0.129%
7/15/2025 Financial Partners Group Inc182,025$8.50M1.2%-27.5%1.138%
7/14/2025 AdvisorNet Financial Inc11,977$559K0.0%-5.7%0.075%
7/14/2025 Flagstar Advisors Inc.11,441$534K0.1%-60.9%0.072%
7/14/2025 Sowell Financial Services LLC31,853$1.49M0.1%+0.7%0.199%
7/11/2025 Farther Finance Advisors LLC995$46K0.0%-48.8%0.006%
7/10/2025 Rockland Trust Co.47,519$2.22M0.1%-11.1%0.297%
7/10/2025 Marshall Financial Group LLC13,057$610K0.1%+2.1%0.082%
7/10/2025 Wealth Enhancement Advisory Services LLC1,468,443$68.71M0.1%+12.7%9.178%
7/9/2025 GSG Advisors LLC46,931$2.19M0.6%-9.3%0.293%
7/9/2025 WealthCare Investment Partners LLC9,994$468K0.2%-5.7%0.062%
7/2/2025 Crumly & Associates Inc.60,566$2.83M0.7%-37.6%0.375%
5/21/2025 MBL Wealth LLC71,955$3.44M0.3%-1.5%0.446%
5/21/2025Geneos Wealth Management Inc.10,394$497K0.0%+2.2%0.064%
5/20/2025 Belpointe Asset Management LLC17,110$818K0.0%-21.9%0.106%
5/19/2025Jane Street Group LLC13,253$634K0.0%-70.0%0.084%
5/16/2025NewEdge Advisors LLC238,344$11.39M0.1%+13.0%1.518%
5/16/2025Integrated Wealth Concepts LLC25,780$1.23M0.0%-1.3%0.164%
5/16/2025AQR Capital Management LLC7,885$377K0.0%N/A0.050%
5/15/2025 Ashton Thomas Securities LLC20,215$966K0.3%+3.6%0.129%
5/15/2025Royal Bank of Canada139,418$6.67M0.0%-4.8%0.888%
5/15/2025OLD Mission Capital LLC46,634$2.23M0.0%N/A0.297%
5/14/2025CreativeOne Wealth LLC12,384$592K0.0%-14.4%0.079%
5/14/2025Per Stirling Capital Management LLC.6,033$288K0.0%-80.1%0.038%
5/14/2025Comerica Bank21,384$1.02M0.0%+7.7%0.136%
5/14/2025Kestra Advisory Services LLC32,866$1.57M0.0%-25.6%0.209%
5/14/2025Capital Analysts LLC1,455$70K0.0%+12,025.0%0.009%
5/14/2025 GSG Advisors LLC51,716$2.40M0.8%-6.3%0.329%
5/13/2025Raymond James Financial Inc.233,824$11.18M0.0%-34.6%1.489%
5/13/2025Nations Financial Group Inc. IA ADV16,565$792K0.1%+11.8%0.106%
5/13/2025HighTower Advisors LLC191,717$9.17M0.0%+24.3%1.221%
5/12/2025Manhattan West Asset Management LLC193,076$9.23M2.4%+9.6%1.230%
5/12/2025Citigroup Inc.383,724$18.34M0.0%-0.8%2.444%
5/9/2025 Atria Wealth Solutions Inc.5,478$262K0.0%-57.1%0.035%
5/9/2025Cary Street Partners Financial LLC13,167$629K0.0%+5.3%0.084%
5/9/2025Advyzon Investment Management LLC10,693$511K0.2%-2.4%0.068%
5/9/2025Plan Group Financial LLC21,198$1.01M0.4%N/A0.135%
5/8/2025 Harbour Investments Inc.13,747$657K0.0%+3.4%0.088%
5/8/2025SlateStone Wealth LLC233,078$11.14M1.1%+40.5%1.485%
5/7/2025 Meeder Advisory Services Inc.116,264$5.56M0.3%+12.0%0.741%
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5/7/2025LPL Financial LLC978,176$46.76M0.0%-0.6%6.230%
5/6/2025Hedeker Wealth LLC9,809$469K0.1%+3.6%0.062%
5/6/2025 ShoreHaven Wealth Partners LLC36,429$1.74M0.8%+42.7%0.232%
5/6/2025Cetera Investment Advisers203,823$9.74M0.0%+6.9%1.298%
5/6/2025Avantax Advisory Services Inc.48,414$2.31M0.0%-13.5%0.308%
5/6/2025 Principle Wealth Partners LLC317,181$15.16M1.1%-7.1%2.020%
5/6/2025 AE Wealth Management LLC6,009$287K0.0%+109.1%0.038%
5/6/2025 Financial Partners Group Inc251,112$12.00M1.9%+2.6%1.599%
5/5/2025 IFP Advisors Inc26,488$1.27M0.0%+3.4%0.169%
5/5/2025 Kestra Private Wealth Services LLC28,953$1.38M0.0%+39.3%0.184%
(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, 191 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 ($68.71M), LPL Financial LLC ($46.76M), Wells Fargo & Company MN ($33.82M), Bank of America Corp DE ($32.45M), Citigroup Inc. ($18.34M), Principle Wealth Partners LLC ($13.81M), and NewEdge Advisors LLC ($11.39M).Learn more on First Trust Municipal High Income ETF's institutional investors.

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

Of the 166 institutional investors that purchased First Trust Municipal High Income ETF's 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), Wealth Enhancement Advisory Services LLC ($456.44K), International Assets Investment Management LLC ($378.89K), Wells Fargo & Company MN ($281.36K), NewEdge Advisors LLC ($215.37K), LPL Financial LLC ($185.56K), and Cetera Investment Advisers ($174.91K).

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

Institutional investors have bought a total of 3,466,276 shares in the last 24 months. This purchase volume represents approximately $166.84M in transactions.

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

Of the 88 institutional investors that sold First Trust Municipal High Income ETF's 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), Raymond James Financial Inc. ($123.51K), Hughes Financial Services LLC ($94.57K), Financial Partners Group Inc ($69.09K), Principle Wealth Partners LLC ($55.95K), RFG Advisory LLC ($55.57K), and Jane Street Group LLC ($53.44K).

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

Institutional investors have sold a total of 1,279,624 shares in the last 24 months. This volume of shares sold represents approximately $61.13M in transactions.



This page (NASDAQ:FMHI) was last updated on 8/8/2025 by MarketBeat.com Staff
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