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First Trust Municipal High Income ETF (FMHI) Institutional Ownership

First Trust Municipal High Income ETF logo
$47.96 -0.02 (-0.04%)
As of 10:47 AM 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)
120
Total
Institutional Inflows
(last 12 months)
$123.16M
Number of
Institutional Sellers
(last 12 months)
70
Total
Institutional Outflows
(last 12 months)
$61.30M
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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%
6/3/2026 NewEdge Advisors LLC269,223$12.80M0.0%+6.5%1.360%
5/19/2026Western Wealth Management LLC3,414$162K0.0%N/A0.017%
5/19/2026 NewEdge 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%
5/19/2026 Ashton Thomas Securities LLC146,300$6.96M0.9%+6.9%0.739%
5/19/2026 Arkadios 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%
5/13/2026 Cetera Investment Advisers359,142$17.07M0.0%+29.2%1.814%
5/13/2026GSG Advisors LLC27,588$1.31M0.3%+1.6%0.139%
5/7/2026 Meeder Advisory Services Inc.542,231$25.78M1.1%+11.0%2.739%
5/7/2026 Parallel Advisors LLC3,381$161K0.0%N/A0.017%
5/7/2026 Spartan Wealth Advisory Services LLC33,757$1.61M0.1%N/A0.170%
5/5/2026 D.A. Davidson & CO.49,647$2.36M0.0%+5.8%0.251%
5/5/2026 Geneos Wealth Management Inc.8,890$423K0.0%+47.3%0.045%
5/5/2026 Sigma 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%
5/1/2026 Fifth Third Bancorp16,564$787K0.0%N/A0.084%
5/1/2026 TSA Wealth Managment LLC12,341$587K0.2%N/A0.062%
5/1/2026 Sequoia Financial Advisors LLC50,517$2.40M0.0%-10.7%0.255%
4/30/2026 Kestra 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%
4/28/2026 Stephens Inc. AR32,678$1.55M0.0%-28.6%0.165%
4/28/2026 Koshinski Asset Management Inc.10,750$511K0.0%+12.3%0.054%
4/27/2026 Capital Financial Group Inc. Co. ADV38,575$1.83M1.0%-2.3%0.195%
4/27/2026 Private Advisor Group LLC89,450$4.25M0.0%+3.3%0.452%
4/27/2026 Elevation Point Wealth Partners LLC37,255$1.77M0.0%+36.5%0.188%
4/25/2026 Seamount 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%
4/20/2026 Kestra 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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4/17/2026 Signal 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%
2/18/2026 NewEdge Advisors LLC252,733$12.12M0.0%+15.8%1.341%
2/18/2026 Main Street Financial Solutions LLC25,965$1.25M0.1%+16.2%0.138%
2/17/2026 Cetera 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%
2/17/2026 Advisory Services Network LLC8,302$398K0.0%-8.8%0.044%
2/17/2026 Private 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%
2/17/2026 Capital Financial Group Inc. Co. ADV39,474$1.89M1.1%N/A0.209%
2/16/2026 MML Investors Services LLC113,120$5.42M0.0%+11.5%0.600%
2/16/2026Mariner LLC6,828$327K0.0%N/A0.036%
2/16/2026 Arax Advisory Partners27,494$1.32M0.0%N/A0.146%
2/13/2026 Kestra 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%
2/13/2026 Stifel 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%
2/13/2026 Arkadios Wealth Advisors6,683$320K0.0%N/A0.035%
2/13/2026 Integrated 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%
2/13/2026 Summit 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%
2/12/2026 Commonwealth Equity Services LLC57,479$2.76M0.0%-14.6%0.305%
2/12/2026 Elevation 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%
2/12/2026 Great Valley Advisor Group Inc.23,018$1.10M0.0%-79.9%0.122%
2/11/2026 Meeder Advisory Services Inc.488,345$23.41M1.0%+8.6%2.591%
2/11/2026 Janney Montgomery Scott LLC37,716$1.81M0.0%+17.8%0.200%
2/11/2026 LPL Financial LLC1,167,716$55.97M0.0%+12.5%6.195%
2/11/2026 JPMorgan Chase & Co.186,949$8.96M0.0%+54.8%0.992%
2/11/2026 OneAscent 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%
2/11/2026 Vise 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%
2/9/2026 Harbour Investments Inc.18,305$877K0.0%+44.4%0.097%
2/9/2026 Prospera Financial Services Inc7,410$355K0.0%-35.7%0.039%
2/6/2026 Principle 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%
2/6/2026 HighTower 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%
2/5/2026 Stephens Inc. AR45,738$2.19M0.0%-24.6%0.243%
2/5/2026 Triton 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%
2/5/2026 Atlas Private Wealth Advisors63,711$3.05M0.7%+0.9%0.338%
2/5/2026 Stonebridge 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%
2/3/2026 Koshinski 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, 205 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 182 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), JPMorgan Chase & Co. ($226.19K), LPL Financial LLC ($220.19K), Bank of America Corp DE ($211.79K), and Wells Fargo & Company MN ($195.09K).

Institutional investors have bought a total of 2,582,294 shares in the last 24 months. This purchase volume represents approximately $123.16M in transactions.

Of the 69 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), Ocean Park Asset Management LLC ($92.20K), UBS Group AG ($79.75K), Atlas Private Wealth Advisors ($73.87K), Stewardship Advisors LLC ($71.17K), and NewEdge Advisors LLC ($69.89K).

Institutional investors have sold a total of 1,292,419 shares in the last 24 months. This volume of shares sold represents approximately $61.30M in transactions.


Related Companies

Institutional ownership data for NASDAQ:FMHI is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/10/2026. New 13F filings are added each quarter as they're published.
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