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First Trust Municipal High Income ETF (FMHI) Institutional Ownership

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$47.63
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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)
110
Total
Institutional Inflows
(last 12 months)
$222.69M
Number of
Institutional Sellers
(last 12 months)
67
Total
Institutional Outflows
(last 12 months)
$103.15M
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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
4/16/2024OneAscent Financial Services LLC17,784$857K0.1%+11.4%0.141%
4/16/2024Wealth Enhancement Advisory Services LLC1,428,109$68.81M0.2%+3.2%11.334%
4/15/2024WealthCare Investment Partners LLC7,807$376K0.2%N/A0.062%
4/15/2024Wealthcare Advisory Partners LLC8,400$405K0.0%+100.0%0.067%
4/12/2024 High Net Worth Advisory Group LLC22,917$1.10M0.3%+15.8%0.182%
4/11/2024 DHJJ Financial Advisors Ltd.8,127$392K0.2%+2.9%0.065%
4/11/2024 GSG Advisors LLC39,129$1.87M0.7%+37.3%0.311%
4/11/2024 Rockland Trust Co.75,651$3.65M0.2%-10.0%0.600%
4/11/2024 RFG Advisory LLC18,685$900K0.0%-1.4%0.148%
3/1/2024Creekmur Asset Management LLC1,107$53K0.0%N/A0.010%
3/1/2024Pineridge Advisors LLC8,271$394K0.1%N/A0.074%
2/16/2024Harbour Investments Inc.19,560$933K0.0%-72.7%0.175%
2/15/2024Virtue Capital Management LLC4,355$207K0.0%N/A0.039%
2/15/2024Citadel Advisors LLC30,849$1.47M0.0%+2.3%0.277%
2/15/2024Comerica Bank7,861$375K0.0%+201.2%0.071%
2/14/2024Royal Bank of Canada53,873$2.57M0.0%+23.2%0.483%
2/14/2024Kestra Advisory Services LLC24,222$1.16M0.0%-0.9%0.217%
2/14/2024Visionary Wealth Advisors54,555$2.60M0.2%+19.0%0.489%
2/14/2024Traction Financial Partners LLC21,065$1.00M0.7%N/A0.189%
2/13/2024Platform Technology Partners58,402$2.80M1.1%+1.0%0.524%
2/13/2024Envestnet Asset Management Inc.83,682$3.99M0.0%+2.1%0.751%
2/13/2024Cetera Advisor Networks LLC103,126$4.92M0.0%+562.6%0.925%
2/13/2024Arbor Capital Management Inc. ADV13,797$656K0.5%-3.8%0.124%
2/12/2024Manhattan West Asset Management LLC169,821$8.10M2.3%+6.5%1.523%
2/9/2024Orion Portfolio Solutions LLC16,395$783K0.0%-3.7%0.147%
2/9/2024US Bancorp DE6,945$331K0.0%+6.9%0.062%
2/9/2024Cambridge Investment Research Advisors Inc.41,303$1.97M0.0%+25.7%0.370%
2/9/2024D.A. Davidson & CO.12,193$581K0.0%+1.8%0.109%
2/9/2024Wells Fargo & Company MN406,752$19.39M0.0%+145.2%3.648%
2/9/2024UBS Group AG76,752$3.66M0.0%-56.4%0.688%
2/8/2024Financial Advocates Investment Management68,544$3.27M0.2%-5.5%0.615%
2/8/2024Janney Montgomery Scott LLC23,817$1.14M0.0%-16.8%0.214%
2/7/2024Avantax Advisory Services Inc.4,844$231K0.0%-48.9%0.043%
2/7/2024Envestnet Portfolio Solutions Inc.9,391$448K0.0%-2.6%0.084%
2/7/2024Principal Securities Inc.1,010$48K0.0%N/A0.009%
2/6/2024ShoreHaven Wealth Partners LLC23,437$1.12M0.7%+4.7%0.210%
2/6/2024Private Advisor Group LLC85,115$4.06M0.0%+5.2%0.763%
2/6/2024Wealthcare Advisory Partners LLC4,200$200K0.0%N/A0.038%
2/6/2024Benjamin F. Edwards & Company Inc.6,554$313K0.0%-11.7%0.059%
2/6/2024Beacon Harbor Wealth Advisors Inc.38,862$1.85M0.5%N/A0.349%
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2/6/2024Great Valley Advisor Group Inc.18,483$881K0.0%-7.8%0.166%
2/5/2024Kestra Private Wealth Services LLC9,342$445K0.0%-39.0%0.084%
2/5/2024Principle Wealth Partners LLC169,293$8.07M0.7%N/A1.518%
2/2/2024Truist Financial Corp15,814$754K0.0%-17.1%0.142%
2/2/2024Atria Wealth Solutions Inc.5,429$259K0.0%-45.6%0.049%
2/1/2024Socha Financial Group LLC17,903$854K0.4%+2.6%0.161%
2/1/2024Eudaimonia Advisors LLC4,916$234K0.2%N/A0.044%
2/1/2024SlateStone Wealth LLC98,309$4.69M0.6%-23.7%0.886%
2/1/2024Sigma Planning Corp6,418$306K0.0%-41.8%0.058%
2/1/2024 CWM LLC10,096$481K0.0%+2,673.6%0.091%
1/31/2024Key Financial Inc4,375$209K0.1%N/A0.039%
1/30/2024Aurora Private Wealth Inc.6,983$333K0.3%N/A0.063%
1/30/2024 DHJJ Financial Advisors Ltd.7,898$377K0.2%-6.6%0.071%
1/29/2024Crumly & Associates Inc.207,661$9.90M2.8%+259.6%1.871%
1/29/2024NewEdge Wealth LLC31,531$1.50M0.0%N/A0.284%
1/25/2024 RFG Advisory LLC18,947$903K0.0%-91.0%0.171%
1/25/2024 International Assets Investment Management LLC181,613$8.66M0.0%N/A1.644%
1/25/2024Triton Wealth Management PLLC16,829$800K0.5%+7.0%0.152%
1/24/2024Stratos Wealth Partners LTD.10,296$491K0.0%-36.7%0.093%
1/24/2024 International Assets Investment Management LLC181,613$8.66M0.0%N/A1.644%
1/24/2024Private Trust Co. NA2,716$129K0.0%-14.3%0.025%
1/24/2024CFO4Life Group LLC11,570$552K0.1%N/A0.104%
1/24/2024AJ Advisors LLC63,569$3.03M1.9%N/A0.575%
1/22/2024Landmark Wealth Management LLC4,654$222K0.1%-21.2%0.042%
1/19/2024 AdvisorNet Financial Inc10,890$519K0.0%+179.2%0.099%
1/19/2024Flagstar Advisors Inc.27,841$1.33M0.4%+4.5%0.253%
1/18/2024MBL Wealth LLC59,190$2.82M0.4%+17.3%0.538%
1/18/2024Global Retirement Partners LLC8,110$388K0.0%-8.8%0.074%
1/18/2024Hobart Private Capital LLC11,286$538K0.2%N/A0.103%
1/17/2024IFG Advisory LLC8,483$405K0.0%-8.4%0.077%
1/16/2024Raymond James Financial Services Advisors Inc.367,925$17.54M0.0%+28.9%3.345%
1/16/2024Raymond James & Associates118,070$5.63M0.0%+43.7%1.073%
1/12/2024Mutual Advisors LLC39,852$1.90M0.1%-0.9%0.362%
1/12/2024Cyndeo Wealth Partners LLC101,849$4.86M0.4%+629.8%0.926%
1/11/2024OneAscent Financial Services LLC15,969$761K0.1%+23.9%0.145%
1/11/2024 Rockland Trust Co.84,057$4.01M0.2%-47.7%0.764%
1/11/2024Raymond James Trust N.A.11,783$562K0.0%N/A0.107%
1/11/2024Atlas Private Wealth Advisors164,696$7.85M1.5%-2.1%1.497%
1/11/2024 GSG Advisors LLC28,490$1.36M0.5%+64.9%0.259%
1/10/2024Creative Financial Designs Inc. ADV602$29K0.0%-29.3%0.005%
1/10/2024Cornerstone Wealth Management LLC61,952$2.95M0.3%-0.6%0.563%
1/9/2024IFP Advisors Inc45,632$2.18M0.1%+78.2%0.415%
1/8/2024 High Net Worth Advisory Group LLC19,795$944K0.4%+11.2%0.180%
1/8/2024Country Trust Bank29,138$1.39M0.0%+214.2%0.265%
1/2/2024 M&R Capital Management Inc.715$34K0.0%-25.1%0.007%
12/5/2023Advisory Resource Group41,252$1.86M0.5%-6.5%0.402%
11/21/2023Comerica Bank2,610$118K0.0%N/A0.025%
11/16/2023Harbour Investments Inc.71,748$3.23M0.2%-1.8%0.700%
11/16/2023Morgan Stanley389,002$17.53M0.0%-6.0%3.795%
11/15/2023Royal Bank of Canada43,727$1.97M0.0%+65.4%0.427%
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11/14/2023Mutual Advisors LLC40,233$1.81M0.1%+7.2%0.393%
11/13/2023Visionary Wealth Advisors45,849$2.07M0.2%-10.2%0.447%
11/13/2023LPL Financial LLC527,668$23.78M0.0%+6.6%5.148%
11/13/2023Envestnet Asset Management Inc.81,993$3.70M0.0%-2.2%0.800%
11/13/2023Envestnet Portfolio Solutions Inc.9,642$435K0.0%N/A0.094%
11/9/2023Econ Financial Services Corp5,955$268K0.2%N/A0.058%
11/9/2023Citigroup Inc.318,359$14.35M0.0%-1.1%3.106%
11/9/2023UBS Group AG175,884$7.93M0.0%+219.3%1.716%
11/8/2023Platform Technology Partners57,809$2.61M1.2%+1.4%0.564%
11/8/2023D.A. Davidson & CO.11,972$540K0.0%+51.7%0.117%
(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, 171 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 ($68.81M), Bank of America Corp DE ($26.36M), LPL Financial LLC ($23.78M), Wells Fargo & Company MN ($19.39M), Raymond James Financial Services Advisors Inc. ($17.54M), Morgan Stanley ($17.53M), and Citigroup Inc. ($14.35M).Learn more on FMHI's institutional investors.

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

Of the 147 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: Rockland Trust Co. ($483.15K), International Assets Investment Management LLC ($363.23K), Bank of America Corp DE ($354.12K), Wells Fargo & Company MN ($345.26K), Jane Street Group LLC ($327.49K), Raymond James Financial Services Advisors Inc. ($319.07K), and RFG Advisory LLC ($268.12K).

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

Institutional investors have bought a total of 6,569,320 shares in the last 24 months. This purchase volume represents approximately $481.99M in transactions.

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

Of the 99 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: Rockland Trust Co. ($407.50K), Cyndeo Wealth Partners LLC ($308.78K), RFG Advisory LLC ($274.58K), Jane Street Group LLC ($186.23K), LPL Financial LLC ($183.68K), Morgan Stanley ($135.86K), and UBS Group AG ($99.13K).

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

Institutional investors have sold a total of 2,917,677 shares in the last 24 months. This volume of shares sold represents approximately $234.78M in transactions.


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This page (NASDAQ:FMHI) was last updated on 4/19/2024 by MarketBeat.com Staff

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