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First Trust Municipal High Income ETF (FMHI) Institutional Ownership

First Trust Municipal High Income ETF logo
$48.26 -0.02 (-0.03%)
As of 03/13/2025 04:00 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.

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

Number of
Institutional Buyers
(last 12 months)
121
Total
Institutional Inflows
(last 12 months)
$155.85M
Number of
Institutional Sellers
(last 12 months)
56
Total
Institutional Outflows
(last 12 months)
$26.29M
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FMHI Institutional Buying and Selling by Quarter

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First Trust Municipal High Income ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/25/2025 Armis Advisers LLC7,859$380K0.0%N/A0.050%
2/17/2025 Visionary Wealth Advisors72,616$3.51M0.2%+24.0%0.464%
2/17/2025 Snowden Capital Advisors LLC7,703$372K0.0%-8.7%0.049%
2/17/2025 Cetera Investment Advisers190,730$9.21M0.0%+13.1%1.219%
2/17/2025 Citadel Advisors LLC23,946$1.16M0.0%+138.5%0.153%
2/17/2025 Cary Street Partners Financial LLC12,509$604K0.0%N/A0.080%
2/17/2025 Baird Financial Group Inc.5,800$280K0.0%+34.9%0.037%
2/17/2025 Bank of America Corp DE671,953$32.45M0.0%+9.6%4.294%
2/17/2025 Benjamin Edwards Inc.8,285$400K0.0%+10.0%0.053%
2/14/2025 Jane Street Group LLC44,179$2.13M0.0%-33.8%0.282%
2/14/2025 Two Sigma Securities LLC5,961$288K0.0%N/A0.038%
2/14/2025 Integrated Wealth Concepts LLC26,127$1.26M0.0%+188.3%0.167%
2/14/2025 Coppell Advisory Solutions LLC1,293$62K0.0%+180.5%0.008%
2/14/2025 Stifel Financial Corp25,808$1.25M0.0%+22.0%0.165%
2/14/2025 OneDigital Investment Advisors LLC14,318$691K0.0%+3.0%0.091%
2/14/2025 MML Investors Services LLC94,472$4.56M0.0%+2.4%0.604%
2/13/2025 NewEdge Advisors LLC210,955$10.19M0.1%+15.3%1.348%
2/13/2025 CreativeOne Wealth LLC14,463$698K0.0%N/A0.092%
2/13/2025 Sagespring Wealth Partners LLC10,349$500K0.0%N/A0.066%
2/13/2025 Manhattan West Asset Management LLC176,136$8.51M2.3%+5.3%1.125%
2/13/2025 Rockefeller Capital Management L.P.15,760$761K0.0%-9.1%0.101%
2/13/2025 EnRich Financial Partners LLC160,537$7.75M2.6%+14.7%1.026%
2/13/2025 Waddell & Associates LLC5,570$269K0.0%-5.9%0.036%
2/13/2025 Raymond James Financial Inc.357,337$17.26M0.0%N/A2.283%
2/13/2025 Advisory Services Network LLC9,508$459K0.0%+76.6%0.061%
2/13/2025 Envestnet Asset Management Inc.65,426$3.16M0.0%+1.8%0.418%
2/13/2025 Wells Fargo & Company MN700,256$33.82M0.0%+6.1%4.474%
2/12/2025 Martin Worley Group37,694$1.82M1.1%N/A0.241%
2/12/2025 OneAscent Financial Services LLC18,100$874K0.1%N/A0.116%
2/12/2025 Meeder Advisory Services Inc.103,792$5.01M0.3%+9.3%0.663%
2/12/2025 Level Four Advisory Services LLC4,774$231K0.0%-6.6%0.031%
2/12/2025 Orion Portfolio Solutions LLC16,078$776K0.0%-15.0%0.103%
2/12/2025 JPMorgan Chase & Co.138,457$6.69M0.0%+30.3%0.885%
2/12/2025 Core Wealth Partners LLC4,280$207K0.1%-27.4%0.027%
2/11/2025 Ashton Thomas Securities LLC19,513$942K0.3%+11.6%0.125%
2/11/2025 LPL Financial LLC984,276$47.53M0.0%+10.1%6.289%
2/10/2025 Creative Financial Designs Inc. ADV868$42K0.0%+187.4%0.006%
2/10/2025 SlateStone Wealth LLC165,903$8.01M0.8%+17.5%1.060%
2/10/2025 Altus Wealth Group LLC6,148$297K0.1%N/A0.039%
2/10/2025 Harbour Investments Inc.13,300$642K0.0%-39.3%0.085%
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2/10/2025 Envestnet Portfolio Solutions Inc.9,596$463K0.0%-11.8%0.061%
2/10/2025 Hughes Financial Services LLC97,019$4.69M1.0%N/A0.620%
2/10/2025 Commonwealth Equity Services LLC54,181$2.62M0.0%+16.6%0.346%
2/10/2025 CFO4Life Group LLC6,221$300K0.1%-39.5%0.040%
2/10/2025 Avantax Advisory Services Inc.56,001$2.70M0.0%+94.6%0.358%
2/10/2025 Farther Finance Advisors LLC2,024$98K0.0%-16.7%0.013%
2/7/2025 HighTower Advisors LLC154,193$7.45M0.0%-10.5%0.985%
2/7/2025 Independent Advisor Alliance11,961$578K0.0%N/A0.076%
2/7/2025 Sowell Financial Services LLC31,400$1.52M0.1%N/A0.201%
2/7/2025 Larson Financial Group LLC3,803$184K0.0%+105.0%0.024%
2/7/2025 Evergreen Private Wealth LLC33,521$1.62M0.8%+10.2%0.214%
2/6/2025 Raymond James Financial Inc.357,337$17.26M0.0%N/A2.291%
2/6/2025 Synergy Investment Management LLC2,559$124K0.1%N/A0.016%
2/6/2025 Steward Partners Investment Advisory LLC37,749$1.82M0.0%-19.5%0.242%
2/5/2025 Duncker Streett & Co. Inc.1,392$67K0.0%N/A0.009%
2/5/2025 US Bancorp DE7,963$385K0.0%+14.7%0.051%
2/5/2025 Dynasty Wealth Management LLC9,517$460K0.0%N/A0.061%
2/5/2025 Private Trust Co. NA4,930$238K0.0%+16.0%0.032%
2/5/2025 Nwam LLC17,143$828K0.1%N/A0.110%
2/4/2025 Bank of New York Mellon Corp50,816$2.45M0.0%-3.5%0.326%
2/4/2025 IFP Advisors Inc25,623$1.24M0.0%+6.3%0.164%
2/3/2025 First Horizon Advisors Inc.49,500$2.39M0.1%N/A0.317%
2/3/2025 Crumly & Associates Inc.102,791$4.96M1.4%-6.2%0.659%
2/3/2025 Concurrent Investment Advisors LLC27,520$1.33M0.0%+3.0%0.176%
2/3/2025 Advyzon Investment Management LLC10,961$529K0.2%N/A0.070%
2/3/2025 Private Advisor Group LLC73,569$3.55M0.0%-8.8%0.472%
2/3/2025 Flagstar Advisors Inc.28,975$1.40M0.3%+0.7%0.186%
1/31/2025 Traction Financial Partners LLC29,056$1.40M1.1%+3.6%0.186%
1/31/2025 Atria Wealth Solutions Inc.12,768$617K0.0%-28.4%0.082%
1/31/2025 D.A. Davidson & CO.44,153$2.13M0.0%+1.3%0.283%
1/31/2025 Truist Financial Corp26,239$1.27M0.0%+38.6%0.168%
1/31/2025 Sanctuary Advisors LLC10,995$532K0.0%+2.8%0.070%
1/31/2025 J.W. Cole Advisors Inc.8,236$398K0.0%+6.1%0.053%
1/30/2025 Allworth Financial LP13,257$640K0.0%N/A0.085%
1/30/2025 Nations Financial Group Inc. IA ADV14,815$715K0.1%+1.7%0.095%
1/30/2025 ShoreHaven Wealth Partners LLC25,533$1.23M0.6%-12.9%0.164%
1/29/2025 Gladstone Institutional Advisory LLC12,088$584K0.0%+17.4%0.077%
1/29/2025 Pineridge Advisors LLC3,767$182K0.1%-30.9%0.024%
1/29/2025 Principle Wealth Partners LLC341,570$16.49M1.2%-2.9%2.176%
1/28/2025 Kestra Private Wealth Services LLC20,792$1.00M0.0%-1.6%0.132%
1/28/2025 Stephens Inc. AR68,509$3.31M0.0%-2.0%0.436%
1/28/2025 Hobart Private Capital LLC24,276$1.17M0.3%+53.2%0.155%
1/28/2025 Advisory Resource Group45,719$2.21M0.5%+3.7%0.291%
1/28/2025 Seamount Financial Group Inc.6,248$302K0.2%N/A0.040%
1/28/2025 Platform Technology Partners60,329$2.91M0.9%+1.4%0.384%
1/28/2025 Socha Financial Group LLC6,386$308K0.1%-66.1%0.041%
1/28/2025 1900 Wealth Management LLC12,405$599K0.1%N/A0.079%
1/27/2025 Silver Oak Securities Incorporated4,641$224K0.0%+9.4%0.030%
1/27/2025 Financial Advocates Investment Management50,348$2.43M0.1%-7.6%0.321%
1/27/2025 Summit Wealth Partners LLC14,465$699K0.1%+31.7%0.092%
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1/27/2025 Stratos Wealth Partners LTD.4,453$215K0.0%-39.2%0.028%
1/24/2025 Financial Partners Group Inc244,826$11.82M1.7%+3.9%1.559%
1/24/2025 Clear Creek Financial Management LLC5,328$257K0.0%-8.8%0.034%
1/23/2025 Country Trust Bank17,652$852K0.0%+5.1%0.112%
1/23/2025 Boyd Wealth Management LLC18,492$893K0.4%+1.5%0.118%
1/23/2025 Capital Investment Advisory Services LLC19,825$957K0.1%-4.5%0.126%
1/22/2025 Curran Financial Partners LLC5,721$276K0.1%N/A0.036%
1/21/2025 High Net Worth Advisory Group LLC25,119$1.21M0.3%+8.9%0.160%
1/21/2025 Stewardship Advisors LLC58,036$2.80M0.8%+6.4%0.370%
1/21/2025 Cyndeo Wealth Partners LLC88,070$4.25M0.3%+2.3%0.561%
(Data available from 1/1/2016 forward)

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FMHI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FMHI shares?

During the previous two years, 185 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 ($75.22M), LPL Financial LLC ($47.53M), Wells Fargo & Company MN ($33.82M), Bank of America Corp DE ($32.45M), Raymond James Financial Inc. ($17.26M), Principle Wealth Partners LLC ($16.49M), and Citigroup Inc. ($16.28M).Learn more on FMHI's institutional investors.

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

Of the 165 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: Raymond James Financial Inc. ($714.67K), International Assets Investment Management LLC ($377.19K), Wells Fargo & Company MN ($281.36K), LPL Financial LLC ($267.99K), Crumly & Associates Inc. ($217.77K), Atlas Private Wealth Advisors ($212.18K), and Manhattan West Asset Management LLC ($190K).

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

Institutional investors have bought a total of 6,230,263 shares in the last 24 months. This purchase volume represents approximately $322.93M in transactions.

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

Of the 86 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: Cyndeo Wealth Partners LLC ($311.75K), RFG Advisory LLC ($254.03K), Rockland Trust Co. ($233.23K), Raymond James Financial Services Advisors Inc. ($157.59K), Crumly & Associates Inc. ($92.36K), AJ Advisors LLC ($39.35K), and SlateStone Wealth LLC ($37.20K).

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

Institutional investors have sold a total of 1,638,540 shares in the last 24 months. This volume of shares sold represents approximately $98.58M in transactions.



This page (NASDAQ:FMHI) was last updated on 3/14/2025 by MarketBeat.com Staff
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