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First Trust Municipal High Income ETF (FMHI) Institutional Ownership

First Trust Municipal High Income ETF logo
$47.56 +0.07 (+0.15%)
As of 07/24/2026 03:59 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)
129
Total
Institutional Inflows
(last 12 months)
$147.96M
Number of
Institutional Sellers
(last 12 months)
84
Total
Institutional Outflows
(last 12 months)
$72.72M
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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
7/10/2026 Bay Colony Advisory Group Inc d b a Bay Colony Advisors4,840$235K0.0%N/A0.023%
7/9/2026 Crumly & Associates Inc.20,536$996K0.2%-70.2%0.100%
7/8/2026 Rockland Trust Co.35,296$1.71M0.1%-1.5%0.171%
7/7/2026 Dynamic Advisor Solutions LLC8,335$404K0.0%+3.1%0.041%
7/7/2026 Avior Wealth Management LLC36,756$1.78M0.0%-28.9%0.179%
7/7/2026 CoreCap Advisors LLC6,687$324K0.0%+12.2%0.033%
7/6/2026 Hobart Private Capital LLC26,834$1.30M0.2%+26.4%0.131%
6/18/2026Western Wealth Management LLC3,414$162K0.0%N/A0.017%
6/3/2026NewEdge Advisors LLC269,223$12.80M0.0%+6.5%1.360%
5/19/2026Western Wealth Management LLC3,414$162K0.0%N/A0.017%
5/19/2026NewEdge Advisors LLC235,909$11.22M0.2%-6.7%1.191%
5/19/2026Bank of America Corp DE798,920$37.98M0.0%+23.7%4.035%
5/19/2026Ashton Thomas Securities LLC146,300$6.96M0.9%+6.9%0.739%
5/19/2026Arkadios Wealth Advisors8,217$391K0.0%+23.0%0.042%
5/18/2026Royal Bank of Canada135,471$6.44M0.0%+1.2%0.684%
5/16/2026Glen Eagle Advisors LLC1,917$91K0.0%N/A0.010%
5/13/2026Cetera Investment Advisers359,142$17.07M0.0%+29.2%1.814%
5/13/2026GSG Advisors LLC27,588$1.31M0.3%+1.6%0.139%
5/7/2026Meeder Advisory Services Inc.542,231$25.78M1.1%+11.0%2.739%
5/7/2026Parallel Advisors LLC3,381$161K0.0%N/A0.017%
5/7/2026Spartan Wealth Advisory Services LLC33,757$1.61M0.1%N/A0.170%
5/5/2026D.A. Davidson & CO.49,647$2.36M0.0%+5.8%0.251%
5/5/2026Geneos Wealth Management Inc.8,890$423K0.0%+47.3%0.045%
5/5/2026Sigma Planning Corp6,611$314K0.0%-4.8%0.033%
5/2/2026 International Assets Investment Management LLC65,527$3.13M0.1%+7.3%0.331%
5/1/2026Fifth Third Bancorp16,564$787K0.0%N/A0.084%
5/1/2026TSA Wealth Managment LLC12,341$587K0.2%N/A0.062%
5/1/2026 Sequoia Financial Advisors LLC50,517$2.40M0.0%-10.7%0.255%
4/30/2026Kestra Advisory Services LLC15,562$740K0.0%-5.4%0.079%
4/29/2026 Evergreen Private Wealth LLC40,205$1.91M0.8%+6.0%0.203%
4/28/2026Stephens Inc. AR32,678$1.55M0.0%-28.6%0.165%
4/28/2026Koshinski Asset Management Inc.10,750$511K0.0%+12.3%0.054%
4/27/2026Capital Financial Group Inc. Co. ADV38,575$1.83M1.0%-2.3%0.195%
4/27/2026Private Advisor Group LLC89,450$4.25M0.0%+3.3%0.452%
4/27/2026Elevation Point Wealth Partners LLC37,255$1.77M0.0%+36.5%0.188%
4/25/2026Seamount Financial Group Inc.18,863$897K0.4%+21.3%0.095%
4/23/2026 Flagstar Advisors Inc.5,561$264K0.1%+15.5%0.028%
4/20/2026Kestra Private Wealth Services LLC29,761$1.42M0.0%-32.3%0.150%
4/20/2026 Boyd Wealth Management LLC17,202$818K0.3%+5.4%0.087%
4/20/2026 RFG Advisory LLC42,740$2.03M0.0%+23.5%0.216%
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4/17/2026Signal Advisors Wealth LLC25,392$1.21M0.1%N/A0.128%
4/17/2026 Stewardship Advisors LLC10,574$503K0.1%-87.1%0.053%
4/17/2026 Brookstone Capital Management6,280$299K0.0%N/A0.032%
4/15/2026 Nations Financial Group Inc. IA ADV19,160$911K0.0%+1.6%0.097%
3/17/2026Rockefeller Capital Management L.P.128,294$6.15M0.0%+2.5%0.681%
2/18/2026NewEdge Advisors LLC252,733$12.12M0.0%+15.8%1.341%
2/18/2026Main Street Financial Solutions LLC25,965$1.25M0.1%+16.2%0.138%
2/17/2026Cetera Investment Advisers277,945$13.32M0.0%+13.5%1.475%
2/17/2026Equitable Holdings Inc.78,824$3.78M0.0%-1.8%0.418%
2/17/2026Osaic Holdings Inc.181,418$8.70M0.0%+16.9%0.962%
2/17/2026Advisory Services Network LLC8,302$398K0.0%-8.8%0.044%
2/17/2026Private Advisor Group LLC86,569$4.15M0.0%+5.1%0.459%
2/17/2026Captrust Financial Advisors12,113$581K0.0%-13.9%0.064%
2/17/2026&PARTNERS17,141$822K0.0%N/A0.091%
2/17/2026Royal Bank of Canada133,827$6.42M0.0%-16.1%0.710%
2/17/2026Capital Financial Group Inc. Co. ADV39,474$1.89M1.1%N/A0.209%
2/16/2026MML Investors Services LLC113,120$5.42M0.0%+11.5%0.600%
2/16/2026Mariner LLC6,828$327K0.0%N/A0.036%
2/16/2026Arax Advisory Partners27,494$1.32M0.0%N/A0.146%
2/13/2026Kestra Advisory Services LLC16,442$788K0.0%-13.4%0.087%
2/13/2026CreativeOne Wealth LLC11,584$555K0.0%+17.8%0.061%
2/13/2026 Altus Wealth Group LLC7,484$359K0.1%+4.5%0.040%
2/13/2026Stifel Financial Corp30,893$1.48M0.0%+24.2%0.164%
2/13/2026Advyzon Investment Management LLC10,674$512K0.1%+9.1%0.057%
2/13/2026Morgan Stanley1,321,787$63.36M0.0%+9.7%7.012%
2/13/2026Arkadios Wealth Advisors6,683$320K0.0%N/A0.035%
2/13/2026Integrated Wealth Concepts LLC30,745$1.47M0.0%-37.5%0.163%
2/13/2026Wells Fargo & Company MN1,145,777$54.92M0.0%+15.6%6.078%
2/13/2026Summit Financial LLC80,320$3.85M0.1%+9.7%0.426%
2/12/2026Brooklyn Investment Group7,385$354K0.0%N/A0.039%
2/12/2026Orion Porfolio Solutions LLC9,381$450K0.0%+24.3%0.050%
2/12/2026Commonwealth Equity Services LLC57,479$2.76M0.0%-14.6%0.305%
2/12/2026Elevation Point Wealth Partners LLC27,284$1.31M0.1%-3.7%0.145%
2/12/2026Steward Partners Investment Advisory LLC10,594$508K0.0%+7.9%0.056%
2/12/2026Great Valley Advisor Group Inc.23,018$1.10M0.0%-79.9%0.122%
2/11/2026Meeder Advisory Services Inc.488,345$23.41M1.0%+8.6%2.591%
2/11/2026Janney Montgomery Scott LLC37,716$1.81M0.0%+17.8%0.200%
2/11/2026LPL Financial LLC1,167,716$55.97M0.0%+12.5%6.195%
2/11/2026JPMorgan Chase & Co.186,949$8.96M0.0%+54.8%0.992%
2/11/2026OneAscent Financial Services LLC9,678$464K0.0%-25.2%0.051%
2/11/2026 SlateStone Wealth LLC269,208$12.90M1.1%+10.2%1.428%
2/11/2026 J.W. Cole Advisors Inc.14,802$710K0.0%+8.0%0.079%
2/11/2026Vise Technologies Inc.116,797$5.60M0.2%+147.2%0.620%
2/10/2026 ShoreHaven Wealth Partners LLC49,860$2.39M0.9%+9.5%0.265%
2/10/2026Goldman Sachs Group Inc.18,351$880K0.0%N/A0.097%
2/9/2026Harbour Investments Inc.18,305$877K0.0%+44.4%0.097%
2/9/2026 Prospera Financial Services Inc7,410$355K0.0%-35.7%0.039%
2/6/2026Principle Wealth Partners LLC230,094$11.03M0.6%-19.9%1.221%
2/6/2026 IFP Advisors Inc31,689$1.52M0.0%-5.7%0.168%
2/6/2026HighTower Advisors LLC129,117$6.19M0.0%+6.7%0.685%
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2/6/2026Synergy Investment Management LLC36,320$1.74M0.6%+29.8%0.193%
2/6/2026 Envestnet Portfolio Solutions Inc.9,767$468K0.0%+6.8%0.052%
2/5/2026Stephens Inc. AR45,738$2.19M0.0%-24.6%0.243%
2/5/2026Triton Wealth Management PLLC23,428$1.13M0.4%-1.6%0.124%
2/5/2026 Cornerstone Wealth Management LLC81,032$3.88M0.2%+1.1%0.430%
2/5/2026Atlas Private Wealth Advisors63,711$3.05M0.7%+0.9%0.338%
2/5/2026Stonebridge Financial Planning Group LLC12,552$602K0.2%N/A0.067%
2/3/2026 Financial Partners Group Inc227,133$10.91M1.3%+14.6%1.205%
2/3/2026Koshinski Asset Management Inc.9,574$459K0.0%N/A0.051%
2/3/2026 International Assets Investment Management LLC61,087$2.93M0.2%+501.4%0.324%


FMHI Institutional Ownership - Frequently Asked Questions

During the previous two years, 209 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 ($76.99M), Morgan Stanley ($63.36M), LPL Financial LLC ($55.97M), Wells Fargo & Company MN ($54.92M), Bank of America Corp DE ($37.98M), Meeder Advisory Services Inc. ($25.78M), and Citigroup Inc. ($20.16M).Learn more on First Trust Municipal High Income ETF's institutional investors.

Of the 184 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 ($513.58K), NewEdge Advisors LLC ($299.32K), LPL Financial LLC ($282.76K), Meeder Advisory Services Inc. ($262.52K), JPMorgan Chase & Co. ($226.19K), and Bank of America Corp DE ($211.79K).

Institutional investors have bought a total of 3,113,368 shares in the last 24 months. This purchase volume represents approximately $147.96M in transactions.

Of the 84 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: Bank of America Corp DE ($350.55K), Great Valley Advisor Group Inc. ($106.85K), Hughes Financial Services LLC ($94.09K), Ocean Park Asset Management LLC ($92.20K), Principle Wealth Partners LLC ($87.09K), Atlas Private Wealth Advisors ($82.92K), and UBS Group AG ($79.75K).

Institutional investors have sold a total of 1,536,895 shares in the last 24 months. This volume of shares sold represents approximately $72.72M in transactions.


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This page (NASDAQ:FMHI) was last updated on 7/25/2026 by MarketBeat.com Staff.
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