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First Trust Municipal High Income ETF (FMHI) Institutional Ownership

First Trust Municipal High Income ETF logo
$46.71 +0.02 (+0.04%)
Closing price 03:59 PM Eastern
Extended Trading
$46.70 -0.02 (-0.03%)
As of 04:10 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)
128
Total
Institutional Inflows
(last 12 months)
$170.28M
Number of
Institutional Sellers
(last 12 months)
83
Total
Institutional Outflows
(last 12 months)
$61.77M
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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
7/10/2025Rockland 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%
7/2/2025 Crumly & 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%
5/20/2025Belpointe Asset Management LLC17,110$818K0.0%-21.9%0.106%
5/19/2025Jane Street Group LLC13,253$634K0.0%-70.0%0.084%
5/16/2025NewEdge Advisors LLC238,344$11.39M0.1%+13.0%1.518%
5/16/2025Integrated Wealth Concepts LLC25,780$1.23M0.0%-1.3%0.164%
5/16/2025AQR Capital Management LLC7,885$377K0.0%N/A0.050%
5/15/2025Ashton Thomas Securities LLC20,215$966K0.3%+3.6%0.129%
5/15/2025Royal Bank of Canada139,418$6.67M0.0%-4.8%0.888%
5/15/2025OLD Mission Capital LLC46,634$2.23M0.0%N/A0.297%
5/14/2025CreativeOne Wealth LLC12,384$592K0.0%-14.4%0.079%
5/14/2025Per Stirling Capital Management LLC.6,033$288K0.0%-80.1%0.038%
5/14/2025Comerica Bank21,384$1.02M0.0%+7.7%0.136%
5/14/2025Kestra Advisory Services LLC32,866$1.57M0.0%-25.6%0.209%
5/14/2025Capital Analysts LLC1,455$70K0.0%+12,025.0%0.009%
5/14/2025GSG Advisors LLC51,716$2.40M0.8%-6.3%0.329%
5/13/2025Raymond James Financial Inc.233,824$11.18M0.0%-34.6%1.489%
5/13/2025Nations Financial Group Inc. IA ADV16,565$792K0.1%+11.8%0.106%
5/13/2025HighTower Advisors LLC191,717$9.17M0.0%+24.3%1.221%
5/12/2025Manhattan West Asset Management LLC193,076$9.23M2.4%+9.6%1.230%
5/12/2025Citigroup Inc.383,724$18.34M0.0%-0.8%2.444%
5/9/2025Atria Wealth Solutions Inc.5,478$262K0.0%-57.1%0.035%
5/9/2025Cary Street Partners Financial LLC13,167$629K0.0%+5.3%0.084%
5/9/2025Advyzon Investment Management LLC10,693$511K0.2%-2.4%0.068%
5/9/2025Plan Group Financial LLC21,198$1.01M0.4%N/A0.135%
5/8/2025Harbour Investments Inc.13,747$657K0.0%+3.4%0.088%
5/8/2025SlateStone Wealth LLC233,078$11.14M1.1%+40.5%1.485%
5/7/2025Meeder Advisory Services Inc.116,264$5.56M0.3%+12.0%0.741%
5/7/2025LPL Financial LLC978,176$46.76M0.0%-0.6%6.230%
5/6/2025Hedeker Wealth LLC9,809$469K0.1%+3.6%0.062%
5/6/2025ShoreHaven Wealth Partners LLC36,429$1.74M0.8%+42.7%0.232%
5/6/2025Cetera Investment Advisers203,823$9.74M0.0%+6.9%1.298%
5/6/2025Avantax Advisory Services Inc.48,414$2.31M0.0%-13.5%0.308%
5/6/2025Principle Wealth Partners LLC317,181$15.16M1.1%-7.1%2.020%
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5/6/2025AE Wealth Management LLC6,009$287K0.0%+109.1%0.038%
5/6/2025Financial Partners Group Inc251,112$12.00M1.9%+2.6%1.599%
5/5/2025IFP Advisors Inc26,488$1.27M0.0%+3.4%0.169%
5/5/2025Kestra Private Wealth Services LLC28,953$1.38M0.0%+39.3%0.184%
5/5/2025Private Advisor Group LLC83,609$4.00M0.0%+13.6%0.533%
5/5/2025Nwam LLC24,777$1.18M0.1%+44.5%0.158%
5/2/2025Dynasty Wealth Management LLC9,034$432K0.0%-5.1%0.058%
5/2/2025Larson Financial Group LLC2,776$133K0.0%-27.0%0.018%
5/2/2025Landmark Wealth Management LLC5,361$256K0.1%+8.9%0.034%
5/2/2025Boyce & Associates Wealth Consulting Inc.16,446$786K0.8%+32.7%0.105%
5/2/2025Lokken Investment Group LLC5,648$270K0.1%-9.9%0.036%
5/2/2025Sigma Planning Corp11,092$530K0.0%-9.6%0.071%
5/2/2025Evergreen Private Wealth LLC34,004$1.63M0.8%+1.4%0.217%
5/1/2025CWM LLC78,168$3.74M0.0%+42.8%0.499%
5/1/2025Hughes Financial Services LLC96,535$4.64M0.9%-0.5%0.617%
5/1/2025Platform Technology Partners59,329$2.84M0.8%-1.7%0.379%
4/30/2025Seamount Financial Group Inc.15,034$719K0.5%+140.6%0.096%
4/30/2025Brown Advisory Inc.8,199$392K0.0%-38.7%0.052%
4/30/2025Synergy Investment Management LLC13,844$662K0.3%+441.0%0.088%
4/29/2025Envestnet Asset Management Inc.69,248$3.31M0.0%+5.8%0.442%
4/29/2025Concurrent Investment Advisors LLC27,810$1.33M0.0%+1.1%0.178%
4/29/2025Bank of New York Mellon Corp44,332$2.12M0.0%-12.8%0.283%
4/29/2025Capital Investment Advisory Services LLC17,550$839K0.1%-11.5%0.112%
4/28/2025D.A. Davidson & CO.41,092$1.96M0.0%-6.9%0.263%
4/28/2025Mutual Advisors LLC33,470$1.56M0.0%+4.2%0.214%
4/28/2025Private Trust Co. NA5,201$249K0.0%+5.5%0.033%
4/28/2025Arbor Capital Management Inc. ADV14,822$711K0.7%+7.0%0.095%
4/25/2025EnRich Financial Partners LLC165,438$7.91M2.7%+3.1%1.047%
4/25/2025Altus Wealth Group LLC6,707$321K0.2%+9.1%0.042%
4/25/2025Perissos Private Wealth Management LLC34,483$1.65M1.5%+0.6%0.218%
4/24/2025Boyd Wealth Management LLC16,297$779K0.4%-11.9%0.103%
4/23/2025Mattern Wealth Management LLC8,050$385K0.1%-14.5%0.051%
4/23/2025International Assets Investment Management LLC8,457$404K0.0%-16.7%0.053%
4/23/2025Oppenheimer & Co. Inc.5,513$264K0.0%-9.1%0.035%
4/22/2025Cambridge 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%
4/21/2025Martin Worley Group41,472$1.98M1.1%+10.0%0.262%
4/21/2025Curran Financial Partners LLC10,873$520K0.1%+90.1%0.069%
4/21/2025Advisory Resource Group49,365$2.36M0.5%+8.0%0.311%
4/21/2025Envestnet Portfolio Solutions Inc.10,276$491K0.0%+7.1%0.065%
4/18/2025Cornerstone Wealth Management LLC74,504$3.56M0.2%+0.6%0.470%
4/18/2025DHJJ Financial Advisors Ltd.8,114$388K0.2%-3.5%0.051%
4/17/2025Sagespring Wealth Partners LLC9,035$432K0.0%-12.7%0.056%
4/17/2025Sowell Financial Services LLC31,620$1.51M0.1%+0.7%0.195%
4/17/2025Janney Montgomery Scott LLC22,915$1.10M0.0%+24.7%0.141%
4/17/2025Cyndeo Wealth Partners LLC95,278$4.56M0.3%+8.2%0.586%
4/17/2025Stewardship Advisors LLC73,974$3.54M1.0%+27.5%0.455%
4/17/2025Atlas Private Wealth Advisors146,065$6.98M1.0%-14.1%0.899%
4/16/2025Wealth Enhancement Advisory Services LLC1,303,252$62.30M0.1%+13.2%8.020%
4/16/2025Marshall Financial Group LLC12,789$611K0.1%N/A0.079%
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4/16/2025Rockland Trust Co.53,463$2.56M0.1%-6.1%0.329%
4/15/2025Traction Financial Partners LLC17,659$844K0.7%-39.2%0.109%
4/9/2025RFG Advisory LLC7,343$351K0.0%-88.1%0.045%
4/9/2025Flagstar Advisors Inc.29,269$1.40M0.4%+1.0%0.179%
4/9/2025High Net Worth Advisory Group LLC22,064$1.06M0.3%-12.2%0.135%
4/7/2025AdvisorNet Financial Inc12,703$607K0.0%+8.6%0.078%
4/3/2025 Insight Wealth Strategies LLC4,392$210K0.0%-15.1%0.027%
4/1/2025Hobart 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%
3/17/2025Wealth Enhancement Advisory Services LLC1,151,317$55.60M0.1%-24.3%7.357%
(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 ($68.71M), 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 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 164 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 ($467.71K), International Assets Investment Management LLC ($377.19K), 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 3,525,477 shares in the last 24 months. This purchase volume represents approximately $170.28M in transactions.

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

Of the 82 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), Crumly & Associates Inc. ($134.59K), Raymond James Financial Services Advisors Inc. ($129.55K), Raymond James Financial Inc. ($123.51K), RFG Advisory LLC ($54.51K), Jane Street Group LLC ($53.44K), and Principle Wealth Partners LLC ($34.45K).

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

Institutional investors have sold a total of 1,283,393 shares in the last 24 months. This volume of shares sold represents approximately $61.77M in transactions.


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