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First Trust Municipal High Income ETF (FMHI) Institutional Ownership

First Trust Municipal High Income ETF logo
$47.67 0.00 (0.00%)
As of 05/22/2026 04:00 PM Eastern

Institutional Ownership Changes (13F Filings) for First Trust Municipal High Income ETF (NASDAQ:FMHI)

Number of
Institutional Buyers
(last 12 months)
131
Total
Institutional Inflows
(last 12 months)
$159.94M
Number of
Institutional Sellers
(last 12 months)
89
Total
Institutional Outflows
(last 12 months)
$77.01M
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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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/19/2026 Western Wealth Management LLC3,414$162K0.0%N/A0.017%
5/19/2026 NewEdge Advisors LLC235,909$11.22M0.2%-6.7%1.191%
5/19/2026 Bank 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%
5/18/2026 Royal Bank of Canada135,471$6.44M0.0%+1.2%0.684%
5/16/2026 Glen Eagle Advisors LLC1,917$91K0.0%N/A0.010%
5/13/2026 Cetera Investment Advisers359,142$17.07M0.0%+29.2%1.814%
5/13/2026 GSG 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%
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%
3/17/2026 Rockefeller 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%
2/18/2026Main 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%
2/17/2026 Equitable Holdings Inc.78,824$3.78M0.0%-1.8%0.418%
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2/17/2026 Osaic 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%
2/17/2026 Captrust Financial Advisors12,113$581K0.0%-13.9%0.064%
2/17/2026 &PARTNERS17,141$822K0.0%N/A0.091%
2/17/2026 Royal 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%
2/16/2026 Mariner 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%
2/13/2026 CreativeOne 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%
2/13/2026 Advyzon Investment Management LLC10,674$512K0.1%+9.1%0.057%
2/13/2026 Morgan 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%
2/13/2026 Wells 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%
2/12/2026 Brooklyn Investment Group7,385$354K0.0%N/A0.039%
2/12/2026 Orion 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%
2/12/2026 Steward 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%
2/10/2026 Goldman 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%
2/6/2026 Synergy 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%
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2/3/2026 International Assets Investment Management LLC61,087$2.93M0.2%+501.4%0.324%
2/3/2026 FSB 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%
2/2/2026 Ashton Thomas Securities LLC136,878$6.56M1.2%-2.8%0.726%
2/2/2026 Manhattan 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%


FMHI Institutional Ownership - Frequently Asked Questions

During the previous two years, 208 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 184 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), Meeder Advisory Services Inc. ($262.52K), JPMorgan Chase & Co. ($226.19K), and Bank of America Corp DE ($211.79K).

Institutional investors have bought a total of 3,370,821 shares in the last 24 months. This purchase volume represents approximately $159.94M in transactions.

Of the 89 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), Hughes Financial Services LLC ($94.09K), Ocean Park Asset Management LLC ($92.20K), Principle Wealth Partners LLC ($87.09K), Atlas Private Wealth Advisors ($82.92K), and UBS Group AG ($79.75K).

Institutional investors have sold a total of 1,631,171 shares in the last 24 months. This volume of shares sold represents approximately $77.01M in transactions.



This page (NASDAQ:FMHI) was last updated on 5/25/2026 by MarketBeat.com Staff.
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