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First Trust Municipal High Income ETF (FMHI) Institutional Ownership

First Trust Municipal High Income ETF logo
$45.04 +0.32 (+0.72%)
Closing price 03:59 PM Eastern
Extended Trading
$45.05 +0.01 (+0.03%)
As of 07:30 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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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)
119
Total
Institutional Inflows
(last 12 months)
$124.67M
Number of
Institutional Sellers
(last 12 months)
64
Total
Institutional Outflows
(last 12 months)
$45.49M
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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
10/13/2026Lineweaver Wealth Advisors LLC12,339$553K0.1%+43.7%0.056%
10/13/2026Avior Wealth Management LLC34,755$1.56M0.0%-5.4%0.157%
10/8/2026Farther Finance Advisors LLC8,731$392K0.0%+225.1%0.039%
10/8/2026CoreCap Advisors LLC7,455$334K0.0%+11.5%0.033%
10/7/2026Crumly & Associates Inc.19,811$889K0.2%-3.5%0.088%
10/5/2026Rockland Trust Co.26,645$1.20M0.0%-24.5%0.120%
9/23/2026Envestnet Asset Management Inc.93,322$4.53M0.0%+10.2%0.422%
9/9/2026Sequoia Financial Advisors LLC45,272$2.20M0.0%-10.4%0.217%
9/9/2026Integrated Wealth Concepts LLC32,915$1.60M0.0%+6.6%0.157%
9/9/2026RFG Advisory LLC54,039$2.62M0.0%+26.4%0.259%
9/9/2026NewEdge Advisors LLC296,778$14.39M0.0%+10.2%1.420%
9/9/2026Hedeker Wealth LLC10,518$510K0.1%+5.6%0.050%
9/9/2026IFP Advisors Inc41,153$2.00M0.0%+13.3%0.197%
9/9/2026Baird Financial Group Inc.6,950$337K0.0%+13.9%0.033%
9/8/2026Allworth Financial LP11,478$557K0.0%N/A0.055%
8/23/2026Ameritas Advisory Services LLC25,637$1.24M0.0%N/A0.123%
8/22/2026Concurrent Investment Advisors LLC33,984$1.65M0.0%+112.9%0.163%
8/21/2026Triumph Capital Management4,475$217K0.0%+152.1%0.021%
7/10/2026Bay Colony Advisory Group Inc d b a Bay Colony Advisors4,840$235K0.0%N/A0.023%
7/9/2026Crumly & Associates Inc.20,536$996K0.2%-70.2%0.100%
7/8/2026Rockland Trust Co.35,296$1.71M0.1%-1.5%0.171%
7/7/2026Dynamic Advisor Solutions LLC8,335$404K0.0%+3.1%0.041%
7/7/2026Avior Wealth Management LLC36,756$1.78M0.0%-28.9%0.179%
7/7/2026CoreCap Advisors LLC6,687$324K0.0%+12.2%0.033%
7/6/2026Hobart 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%
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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%
5/2/2026International 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%
5/1/2026Sequoia Financial Advisors LLC50,517$2.40M0.0%-10.7%0.255%
4/30/2026Kestra Advisory Services LLC15,562$740K0.0%-5.4%0.079%
4/29/2026Evergreen 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%
4/23/2026Flagstar 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%
4/20/2026Boyd Wealth Management LLC17,202$818K0.3%+5.4%0.087%
4/20/2026RFG Advisory LLC42,740$2.03M0.0%+23.5%0.216%
4/17/2026Signal Advisors Wealth LLC25,392$1.21M0.1%N/A0.128%
4/17/2026Stewardship Advisors LLC10,574$503K0.1%-87.1%0.053%
4/17/2026Brookstone Capital Management6,280$299K0.0%N/A0.032%
4/15/2026Nations 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%
2/13/2026Altus 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%
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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%
2/11/2026SlateStone Wealth LLC269,208$12.90M1.1%+10.2%1.428%
2/11/2026J.W. Cole Advisors Inc.14,802$710K0.0%+8.0%0.079%


FMHI Institutional Ownership - Frequently Asked Questions

During the previous two years, 206 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 183 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), JPMorgan Chase & Co. ($226.19K), LPL Financial LLC ($220.19K), Bank of America Corp DE ($211.79K), Wells Fargo & Company MN ($195.09K), and HighTower Advisors LLC ($184.24K).

Institutional investors have bought a total of 2,611,021 shares in the last 24 months. This purchase volume represents approximately $124.67M in transactions.

Of the 64 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: Ocean Park Asset Management LLC ($92.20K), Great Valley Advisor Group Inc. ($91.66K), UBS Group AG ($79.75K), Atlas Private Wealth Advisors ($73.87K), Stewardship Advisors LLC ($71.17K), NewEdge Advisors LLC ($69.89K), and Principle Wealth Partners LLC ($65.59K).

Institutional investors have sold a total of 954,141 shares in the last 24 months. This volume of shares sold represents approximately $45.49M 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 10/13/2026. New 13F filings are added each quarter as they're published.
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