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First Trust Municipal High Income ETF (FMHI) Institutional Ownership

First Trust Municipal High Income ETF logo
$48.03 +0.02 (+0.04%)
As of 04:00 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)
$156.75M
Number of
Institutional Sellers
(last 12 months)
96
Total
Institutional Outflows
(last 12 months)
$88.51M
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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
5/5/2026Geneos 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%
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%
2/18/2026NewEdge 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%
2/17/2026 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%
2/16/2026Arax 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%
2/13/2026Stifel 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%
2/12/2026 Brooklyn 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%
2/12/2026Great 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%
2/11/2026 Janney 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%
2/11/2026 OneAscent Financial Services LLC9,678$464K0.0%-25.2%0.051%
2/11/2026SlateStone 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%
2/10/2026ShoreHaven 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%
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%
2/5/2026Stonebridge 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%
2/3/2026 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%
2/3/2026FSB Premier Wealth Management Inc.4,888$234K0.1%+14.2%0.026%
2/3/2026 Sequoia Financial Advisors LLC56,586$2.71M0.0%-6.2%0.300%
2/3/2026 Plan Group Financial LLC82,516$3.96M1.0%+37.3%0.438%
2/3/2026 RFG Advisory LLC34,599$1.66M0.0%+246.5%0.184%
2/2/2026 Truist Financial Corp58,177$2.79M0.0%+1.0%0.309%
2/2/2026Ashton Thomas Securities LLC136,878$6.56M1.2%-2.8%0.726%
2/2/2026Manhattan West Asset Management LLC212,202$10.17M2.1%-1.1%1.126%
2/2/2026 Mutual Advisors LLC36,599$1.75M0.0%-2.5%0.194%
2/2/2026 Total Clarity Wealth Management Inc.4,315$207K0.1%-32.2%0.023%
2/2/2026 Oppenheimer & Co. Inc.48,517$2.33M0.0%+81.2%0.257%
1/30/2026 Sigma Planning Corp6,942$333K0.0%-32.2%0.037%
1/29/2026Comerica Bank19,341$927K0.0%-4.6%0.103%
1/29/2026D.A. Davidson & CO.46,928$2.25M0.0%+6.9%0.250%
1/29/2026Camelot Portfolios LLC2,000$96K0.1%N/A0.011%
1/29/2026 Kestra Private Wealth Services LLC43,956$2.11M0.0%+47.9%0.234%
1/29/2026Traction Financial Partners LLC20,465$981K0.6%-2.4%0.109%
1/29/2026UBS Group AG324,495$15.55M0.0%+10.3%1.731%
1/29/2026Sanctuary Advisors LLC21,420$1.03M0.0%+10.3%0.114%
1/29/2026 Concurrent Investment Advisors LLC18,747$899K0.0%+30.4%0.100%
1/28/2026Geneos Wealth Management Inc.6,037$289K0.0%+22.4%0.032%
1/28/2026EnRich Financial Partners LLC176,821$8.48M2.3%+1.1%0.943%
1/28/2026 Arbor Capital Management Inc. ADV16,354$786K0.7%+5.0%0.087%


FMHI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FMHI shares?

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), Meeder Advisory Services Inc. ($23.41M), Citigroup Inc. ($20.16M), and Bank of America Corp DE ($17.29M).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 180 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 ($547.74K), NewEdge Advisors LLC ($282.83K), LPL Financial LLC ($282.76K), Jane Street Group LLC ($246.40K), JPMorgan Chase & Co. ($226.19K), and Meeder Advisory Services Inc. ($208.63K).

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

Institutional investors have bought a total of 3,302,080 shares in the last 24 months. This purchase volume represents approximately $156.75M in transactions.

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

Of the 96 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), Raymond James Financial Inc. ($142.70K), Principle Wealth Partners LLC ($111.48K), Great Valley Advisor Group Inc. ($106.85K), Hughes Financial Services LLC ($94.09K), Ocean Park Asset Management LLC ($92.20K), and Atlas Private Wealth Advisors ($82.92K).

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

Institutional investors have sold a total of 1,871,585 shares in the last 24 months. This volume of shares sold represents approximately $88.51M in transactions.


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This page (NASDAQ:FMHI) was last updated on 5/5/2026 by MarketBeat.com Staff.
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