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First Trust Municipal High Income ETF (FMHI) Institutional Ownership

First Trust Municipal High Income ETF logo
$47.55 -0.02 (-0.04%)
Closing price 04:00 PM Eastern
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$47.57 +0.02 (+0.04%)
As of 04:15 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)
141
Total
Institutional Inflows
(last 12 months)
$175.24M
Number of
Institutional Sellers
(last 12 months)
95
Total
Institutional Outflows
(last 12 months)
$80.65M
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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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/7/2025EWG Elevate Inc.49,639$2.36M0.7%+7.9%0.296%
10/1/2025 Hobart Private Capital LLC18,380$873K0.2%+40.9%0.114%
9/11/2025Milestones Private Investment Advisors LLC13,740$642K0.5%N/A0.085%
9/4/2025Osaic Holdings Inc.126,231$5.90M0.0%+20.2%0.784%
8/29/2025Evolution Wealth Management Inc.582$27K0.0%N/A0.004%
8/27/2025Orion Porfolio Solutions LLC8,184$382K0.0%+4.7%0.051%
8/19/2025B. Riley Wealth Advisors Inc.6,310$295K0.0%N/A0.039%
8/19/2025Advisory Services Network LLC9,843$453K0.0%-2.8%0.061%
8/18/2025Geneos Wealth Management Inc.5,063$236K0.0%-51.3%0.031%
8/15/2025Equitable Holdings Inc.77,963$3.64M0.0%+51.4%0.484%
8/15/2025FSB Premier Wealth Management Inc.4,366$204K0.1%-18.8%0.027%
8/15/2025Captrust Financial Advisors14,933$697K0.0%-20.5%0.093%
8/15/2025Manhattan West Asset Management LLC206,049$9.62M2.2%+6.7%1.280%
8/15/2025Visionary Wealth Advisors56,929$2.66M0.1%-7.1%0.354%
8/15/2025Snowden Capital Advisors LLC6,353$297K0.0%-7.1%0.039%
8/15/2025Orion Porfolio Solutions LLC8,184$382K0.0%+4.7%0.051%
8/15/2025MML Investors Services LLC101,612$4.75M0.0%+1.4%0.631%
8/15/2025Great Valley Advisor Group Inc.22,249$1.04M0.0%-40.6%0.138%
8/15/2025Bank of America Corp DE392,817$18.35M0.0%-45.0%2.440%
8/14/2025Jane Street Group LLC131,035$6.12M0.0%+888.7%0.814%
8/14/2025Raymond James Financial Inc.228,646$10.68M0.0%-2.2%1.420%
8/14/2025NewEdge Advisors LLC271,231$12.67M0.1%+13.8%1.685%
8/14/2025Cary Street Partners Financial LLC11,665$545K0.0%-11.4%0.072%
8/13/2025Per Stirling Capital Management LLC.7,931$370K0.0%+31.5%0.049%
8/13/2025Flow Traders U.S. LLC84,922$3.97M0.1%N/A0.527%
8/13/2025Baird Financial Group Inc.6,400$299K0.0%+7.6%0.040%
8/13/2025Plan Group Financial LLC32,747$1.53M0.5%+54.5%0.203%
8/13/2025Trustmark Bank Trust Department8,092$378K0.0%-15.8%0.050%
8/12/2025Country Trust Bank16,002$747K0.0%-9.3%0.099%
8/12/2025J.W. Cole Advisors Inc.13,138$614K0.0%N/A0.082%
8/12/2025SlateStone Wealth LLC257,873$12.04M1.1%+10.6%1.602%
8/12/2025Financial Advocates Investment Management30,367$1.42M0.1%-12.2%0.189%
8/12/2025Steward Partners Investment Advisory LLC9,880$461K0.0%-27.2%0.061%
8/12/2025CreativeOne Wealth LLC11,976$559K0.0%-3.3%0.074%
8/12/2025Global Retirement Partners LLC8,398$392K0.0%N/A0.052%
8/12/2025JPMorgan Chase & Co.92,801$4.33M0.0%-36.7%0.576%
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%
8/7/2025Vise Technologies Inc.64,700$3.02M0.1%N/A0.402%
8/7/2025Hughes Financial Services LLC2,445$113K0.0%-97.5%0.015%
8/6/2025Prospera Financial Services Inc12,139$567K0.0%-47.0%0.075%
8/6/2025AE Wealth Management LLC7,735$361K0.0%+28.7%0.048%
8/5/2025Sigma Planning Corp10,199$476K0.0%-8.1%0.063%
8/5/2025Atlas Private Wealth Advisors137,015$6.40M0.8%-6.2%0.851%
8/4/2025IFG Advisory LLC17,223$804K0.0%+49.1%0.107%
8/4/2025Arbor Capital Management Inc. ADV15,321$709K0.6%+3.4%0.095%
8/4/2025Atria Investments Inc14,134$660K0.0%-25.6%0.088%
8/4/2025Daymark Wealth Partners LLC47,587$2.22M0.1%N/A0.296%
8/1/2025Envestnet 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%
7/30/2025EnRich Financial Partners LLC168,173$7.85M2.4%+1.7%1.041%
7/30/2025Principle Wealth Partners LLC295,682$13.81M0.9%-6.8%1.831%
7/30/2025D.A. Davidson & CO.44,016$2.06M0.0%+7.1%0.273%
7/29/2025International Assets Investment Management LLC10,157$474K0.0%+20.1%0.063%
7/29/2025ShoreHaven Wealth Partners LLC25,897$1.21M0.5%-28.9%0.160%
7/29/2025Stratos Wealth Partners LTD.5,195$243K0.0%+17.7%0.032%
7/29/2025Private Trust Co. NA3,320$155K0.0%-36.2%0.021%
7/28/2025Mutual Advisors LLC34,174$1.57M0.0%+2.1%0.212%
7/28/2025Triton Wealth Management PLLC23,792$1.09M0.5%N/A0.147%
7/28/2025Sagespring Wealth Partners LLC20,982$980K0.0%+132.2%0.130%
7/28/2025RFG Advisory LLC6,285$294K0.0%-14.4%0.039%
7/25/2025Atria Wealth Solutions Inc.5,820$272K0.0%+6.2%0.036%
7/25/2025Envestnet Portfolio Solutions Inc.9,607$449K0.0%-6.5%0.060%
7/25/2025Total Clarity Wealth Management Inc.5,016$234K0.1%N/A0.031%
7/25/2025Landmark Wealth Management LLC5,585$261K0.1%+4.2%0.035%
7/25/2025CWM LLC95,386$4.46M0.0%+22.0%0.592%
7/25/2025Concurrent Investment Advisors LLC18,694$873K0.0%-32.8%0.116%
7/24/2025Invictus Private Wealth LLC4,668$218K0.0%N/A0.029%
7/24/2025IFP Advisors Inc32,656$1.53M0.0%+23.3%0.203%
7/23/2025Seamount Financial Group Inc.15,390$719K0.4%+2.4%0.096%
7/22/2025Belpointe Asset Management LLC12,850$600K0.0%-24.9%0.080%
7/22/2025MBL Wealth LLC72,600$3.39M0.3%+0.9%0.452%
7/21/2025Curran Financial Partners LLC10,108$472K0.1%-7.0%0.063%
7/21/2025Ameritas Advisory Services LLC5,794$271K0.0%-13.5%0.036%
7/21/2025DHJJ Financial Advisors Ltd.9,992$467K0.2%+23.1%0.062%
7/21/2025Ashton Thomas Securities LLC48,416$2.26M0.5%+139.5%0.302%
7/18/2025Truist Financial Corp42,212$1.97M0.0%+24.1%0.263%
7/17/2025Janney Montgomery Scott LLC19,512$911K0.0%-14.9%0.122%
7/16/2025Evergreen Private Wealth LLC33,756$1.58M0.7%-0.7%0.210%
7/15/2025Traction Financial Partners LLC15,449$721K0.5%-12.5%0.097%
7/15/2025EWG Elevate Inc.46,001$2.15M0.7%N/A0.288%
7/15/2025Boyce & Associates Wealth Consulting Inc.20,615$963K0.9%+25.3%0.129%
7/15/2025Financial Partners Group Inc182,025$8.50M1.2%-27.5%1.138%
7/14/2025AdvisorNet Financial Inc11,977$559K0.0%-5.7%0.075%
7/14/2025Flagstar Advisors Inc.11,441$534K0.1%-60.9%0.072%
7/14/2025Sowell Financial Services LLC31,853$1.49M0.1%+0.7%0.199%
7/11/2025Farther Finance Advisors LLC995$46K0.0%-48.8%0.006%
7/10/2025Rockland Trust Co.47,519$2.22M0.1%-11.1%0.297%
7/10/2025Marshall Financial Group LLC13,057$610K0.1%+2.1%0.082%
7/10/2025Wealth Enhancement Advisory Services LLC1,468,443$68.71M0.1%+12.7%9.178%
7/9/2025GSG Advisors LLC46,931$2.19M0.6%-9.3%0.293%
7/9/2025WealthCare Investment Partners LLC9,994$468K0.2%-5.7%0.062%
7/2/2025Crumly & Associates Inc.60,566$2.83M0.7%-37.6%0.375%
5/21/2025MBL Wealth LLC71,955$3.44M0.3%-1.5%0.446%
5/21/2025Geneos Wealth Management Inc.10,394$497K0.0%+2.2%0.064%
(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, 196 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 ($18.35M), Citigroup Inc. ($18.34M), Principle Wealth Partners LLC ($13.81M), and NewEdge Advisors LLC ($12.67M).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 170 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 ($248.26K), Jane Street Group LLC ($246.40K), and LPL Financial LLC ($185.56K).

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

Institutional investors have bought a total of 3,652,920 shares in the last 24 months. This purchase volume represents approximately $175.24M in transactions.

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

Of the 95 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), Bank of America Corp DE ($321.73K), Raymond James Financial Inc. ($128.69K), Hughes Financial Services LLC ($94.57K), Financial Partners Group Inc ($69.09K), Principle Wealth Partners LLC ($55.95K), and RFG Advisory LLC ($55.57K).

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

Institutional investors have sold a total of 1,697,972 shares in the last 24 months. This volume of shares sold represents approximately $80.65M in transactions.


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This page (NASDAQ:FMHI) was last updated on 10/7/2025 by MarketBeat.com Staff
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