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First Trust Municipal High Income ETF (FMHI) Institutional Ownership

First Trust Municipal High Income ETF logo
$46.49 +0.10 (+0.22%)
Closing price 05/23/2025 03:59 PM Eastern
Extended Trading
$46.53 +0.04 (+0.09%)
As of 05/23/2025 04:04 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)
128
Total
Institutional Inflows
(last 12 months)
$162.82M
Number of
Institutional Sellers
(last 12 months)
82
Total
Institutional Outflows
(last 12 months)
$60.97M
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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
5/21/2025 MBL Wealth LLC71,955$3.44M0.3%-1.5%0.446%
5/21/2025 Geneos 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%
5/19/2025 Jane Street Group LLC13,253$634K0.0%-70.0%0.084%
5/16/2025 NewEdge Advisors LLC238,344$11.39M0.1%+13.0%1.518%
5/16/2025 Integrated Wealth Concepts LLC25,780$1.23M0.0%-1.3%0.164%
5/16/2025 AQR Capital Management LLC7,885$377K0.0%N/A0.050%
5/15/2025 Ashton Thomas Securities LLC20,215$966K0.3%+3.6%0.129%
5/15/2025 Royal Bank of Canada139,418$6.67M0.0%-4.8%0.888%
5/15/2025 OLD Mission Capital LLC46,634$2.23M0.0%N/A0.297%
5/14/2025 CreativeOne Wealth LLC12,384$592K0.0%-14.4%0.079%
5/14/2025 Per Stirling Capital Management LLC.6,033$288K0.0%-80.1%0.038%
5/14/2025 Comerica Bank21,384$1.02M0.0%+7.7%0.136%
5/14/2025 Kestra Advisory Services LLC32,866$1.57M0.0%-25.6%0.209%
5/14/2025 Capital Analysts LLC1,455$70K0.0%+12,025.0%0.009%
5/14/2025 GSG Advisors LLC51,716$2.40M0.8%-6.3%0.329%
5/13/2025 Raymond James Financial Inc.233,824$11.18M0.0%-34.6%1.489%
5/13/2025 Nations Financial Group Inc. IA ADV16,565$792K0.1%+11.8%0.106%
5/13/2025 HighTower Advisors LLC191,717$9.17M0.0%+24.3%1.221%
5/12/2025 Manhattan West Asset Management LLC193,076$9.23M2.4%+9.6%1.230%
5/12/2025 Citigroup 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%
5/9/2025 Cary Street Partners Financial LLC13,167$629K0.0%+5.3%0.084%
5/9/2025 Advyzon Investment Management LLC10,693$511K0.2%-2.4%0.068%
5/9/2025 Plan Group Financial LLC21,198$1.01M0.4%N/A0.135%
5/8/2025 Harbour Investments Inc.13,747$657K0.0%+3.4%0.088%
5/8/2025 SlateStone 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%
5/7/2025 LPL Financial LLC978,176$46.76M0.0%-0.6%6.230%
5/6/2025 Hedeker Wealth LLC9,809$469K0.1%+3.6%0.062%
5/6/2025 ShoreHaven Wealth Partners LLC36,429$1.74M0.8%+42.7%0.232%
5/6/2025 Cetera Investment Advisers203,823$9.74M0.0%+6.9%1.298%
5/6/2025 Avantax 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%
5/5/2025 Private Advisor Group LLC83,609$4.00M0.0%+13.6%0.533%
5/5/2025 Nwam LLC24,777$1.18M0.1%+44.5%0.158%
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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%
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%
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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%
2/25/2025 Armis Advisers LLC7,859$380K0.0%N/A0.050%
2/17/2025 Visionary Wealth Advisors72,616$3.51M0.2%+24.0%0.464%
2/17/2025 Snowden Capital Advisors LLC7,703$372K0.0%-8.7%0.049%
2/17/2025 Cetera Investment Advisers190,730$9.21M0.0%+13.1%1.219%
2/17/2025 Citadel Advisors LLC23,946$1.16M0.0%+138.5%0.153%
2/17/2025 Cary Street Partners Financial LLC12,509$604K0.0%N/A0.080%
(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, 190 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 ($46.76M), Wells Fargo & Company MN ($33.82M), Bank of America Corp DE ($32.45M), Citigroup Inc. ($18.34M), Principle Wealth Partners LLC ($15.16M), and Financial Partners Group Inc ($12.00M).Learn more on FMHI's institutional investors.

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

Of the 164 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), SlateStone Wealth LLC ($236.80K), NewEdge Advisors LLC ($215.37K), and Crumly & Associates Inc. ($206.99K).

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

Institutional investors have bought a total of 6,304,144 shares in the last 24 months. This purchase volume represents approximately $302.97M in transactions.

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

Of the 109 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), Raymond James Financial Inc. ($123.51K), Crumly & Associates Inc. ($98.04K), 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 1,951,375 shares in the last 24 months. This volume of shares sold represents approximately $93.16M in transactions.



This page (NASDAQ:FMHI) was last updated on 5/25/2025 by MarketBeat.com Staff
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