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First Trust Municipal High Income ETF (FMHI) Institutional Ownership

First Trust Municipal High Income ETF logo
$48.49 +0.14 (+0.29%)
Closing price 01/31/2025 04:00 PM Eastern
Extended Trading
$48.49 0.00 (0.00%)
As of 01/31/2025 05:30 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 Polygon.io. 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)
99
Total
Institutional Inflows
(last 12 months)
$112.94M
Number of
Institutional Sellers
(last 12 months)
51
Total
Institutional Outflows
(last 12 months)
$25.22M
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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
1/31/2025Traction Financial Partners LLC29,056$1.40M1.1%+3.6%0.186%
1/31/2025Atria Wealth Solutions Inc.12,768$617K0.0%-28.4%0.082%
1/31/2025D.A. Davidson & CO.44,153$2.13M0.0%+1.3%0.283%
1/31/2025Truist Financial Corp26,239$1.27M0.0%+38.6%0.168%
1/31/2025Sanctuary Advisors LLC10,995$532K0.0%+2.8%0.070%
1/31/2025J.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%
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%
1/21/2025 Geneos Wealth Management Inc.10,170$491K0.0%-3.6%0.065%
1/21/2025 Atlas Private Wealth Advisors169,954$8.21M1.2%+6.6%1.083%
1/21/2025 RFG Advisory LLC61,850$2.99M0.1%+61.5%0.398%
1/21/2025 Cornerstone Wealth Management LLC74,067$3.58M0.2%+3.2%0.476%
1/17/2025 Mutual Advisors LLC32,123$1.55M0.0%+1.7%0.207%
1/17/2025 Janney Montgomery Scott LLC18,377$887K0.0%-10.0%0.118%
1/17/2025 Westside Investment Management Inc.5,000$241K0.1%+100.0%0.032%
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1/15/2025 Ameritas Advisory Services LLC6,775$327K0.0%-11.5%0.044%
1/14/2025 Rockland Trust Co.56,931$2.75M0.1%-12.0%0.366%
1/14/2025 GSG Advisors LLC55,165$2.66M0.8%+5.8%0.355%
1/13/2025 AdvisorNet Financial Inc11,699$565K0.0%+4.3%0.075%
1/13/2025 Boyce & Associates Wealth Consulting Inc.12,396$599K0.6%N/A0.080%
1/10/2025 Wealth Enhancement Advisory Services LLC1,522,681$75.22M0.2%+0.1%9.792%
1/8/2025 International Assets Investment Management LLC10,157$491K0.0%N/A0.065%
12/26/2024JPMorgan Chase & Co.106,235$5.25M0.0%+209.2%0.688%
11/25/2024Sanctuary Advisors LLC10,692$521K0.0%+39.0%0.069%
11/20/2024 Advisory Resource Group44,073$2.18M0.5%+2.8%0.285%
11/18/2024Virtue Capital Management LLC5,379$266K0.1%-46.9%0.035%
11/15/2024MML Investors Services LLC92,224$4.56M0.0%+9.2%0.597%
11/15/2024Orion Portfolio Solutions LLC18,918$935K0.0%+38.6%0.122%
11/15/2024Jane Street Group LLC66,694$3.30M0.0%+93.4%0.432%
11/15/2024Stifel Financial Corp21,154$1.05M0.0%+244.8%0.137%
11/15/2024Integrated Wealth Concepts LLC9,063$448K0.0%+3.4%0.059%
11/15/2024HighTower Advisors LLC172,366$8.51M0.0%+186.1%1.116%
11/15/2024Benjamin Edwards Inc.7,531$372K0.0%+293.3%0.049%
11/14/2024Captrust Financial Advisors19,315$954K0.0%-1.9%0.125%
11/14/2024Rockefeller Capital Management L.P.17,341$855K0.0%+8.9%0.112%
11/13/2024D.A. Davidson & CO.43,583$2.15M0.0%+22.3%0.282%
11/12/2024Larson Financial Group LLC1,855$92K0.0%N/A0.012%
11/12/2024Great Valley Advisor Group Inc.19,639$970K0.0%+1.1%0.127%
11/12/2024Flagstar Advisors Inc.28,763$1.42M0.4%+2.1%0.186%
11/12/2024Citigroup Inc.329,479$16.28M0.0%-0.8%2.133%
11/8/2024Prospera Financial Services Inc16,145$798K0.0%+109.4%0.104%
11/7/2024EnRich Financial Partners LLC139,912$6.91M2.3%+5.3%0.906%
11/7/2024Meeder Advisory Services Inc.94,973$4.69M0.3%+14.1%0.615%
11/6/2024Traction Financial Partners LLC28,036$1.39M1.1%+1.9%0.181%
11/6/2024Oppenheimer & Co. Inc.6,063$300K0.0%+12.3%0.039%
11/5/2024 Platform Technology Partners59,498$2.94M0.9%+1.8%0.385%
11/5/2024Harbour Investments Inc.21,916$1.08M0.0%-17.0%0.142%
11/4/2024Core Wealth Partners LLC5,895$291K0.2%N/A0.038%
11/4/2024Ashton Thomas Securities LLC17,486$864K0.2%-1.5%0.113%
11/4/2024Sigma Planning Corp12,241$605K0.0%-1.7%0.079%
11/2/2024Mach 1 Financial Group LLC4,129$204K0.1%N/A0.027%
11/1/2024 GSG Advisors LLC52,152$2.58M0.9%+22.3%0.338%
11/1/2024Atria Investments Inc19,569$967K0.0%+9.3%0.127%
11/1/2024Crumly & Associates Inc.109,608$5.42M1.5%+10.2%0.709%
10/31/2024 Socha Financial Group LLC18,854$931K0.4%+3.1%0.124%
10/31/2024Concurrent Investment Advisors LLC26,720$1.32M0.0%+24.9%0.175%
10/30/2024 Financial Partners Group Inc235,646$11.64M1.7%+7.4%1.545%
10/28/2024 Gladstone Institutional Advisory LLC10,299$509K0.0%-10.4%0.068%
10/28/2024 Stephens Inc. AR69,909$3.45M0.0%+132.3%0.458%
10/28/2024 Summit Wealth Partners LLC10,985$543K0.1%-7.3%0.072%
10/25/2024 Financial Advocates Investment Management54,468$2.69M0.1%-5.1%0.357%
10/25/2024 Boyd Wealth Management LLC18,221$900K0.5%-2.2%0.119%
10/25/2024 Mutual Advisors LLC31,593$1.54M0.0%-4.8%0.207%
10/25/2024 Farmers & Merchants Investments Inc.2,200$109K0.0%N/A0.014%
10/24/2024J.W. Cole Advisors Inc.7,764$384K0.0%+17.8%0.051%
Is this Elon’s true agenda? (Ad)

All 10 of the world's biggest money managers follow my work, and the Pentagon, the FBI and Harvard professors have all turned to my business partner and I for our thoughts on the market. And with every investor in America wondering what Elon is going to do now that he's in Washington, this is what we tell them

Click here for my report
10/24/2024 ShoreHaven Wealth Partners LLC29,317$1.45M0.7%-3.8%0.194%
10/24/2024 Wealth Enhancement Advisory Services LLC1,521,354$75.16M0.2%+4.0%10.075%
10/22/2024Private Advisor Group LLC80,659$3.99M0.0%-4.1%0.534%
10/21/2024 Mattern Wealth Management LLC9,412$465K0.1%N/A0.062%
10/21/2024 Stewardship Advisors LLC54,525$2.69M0.8%+139.0%0.361%
10/19/2024 Cyndeo Wealth Partners LLC86,113$4.25M0.3%-3.3%0.570%
10/18/2024Raymond James & Associates129,197$6.38M0.0%+0.8%0.856%
10/16/2024 Cornerstone Wealth Management LLC71,756$3.55M0.2%+3.6%0.478%
10/16/2024 SeaCrest Wealth Management LLC4,558$225K0.0%N/A0.030%
10/9/2024Private Advisory Group LLC45,476$2.25M0.3%-13.7%0.303%
(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, 162 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 ($39.01M), Wells Fargo & Company MN ($19.39M), Principle Wealth Partners LLC ($16.49M), Citigroup Inc. ($16.28M), Financial Partners Group Inc ($11.82M), and Raymond James Financial Services Advisors Inc. ($11.36M).Learn more on FMHI's institutional investors.

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

Of the 146 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: International Assets Investment Management LLC ($377.19K), Wells Fargo & Company MN ($240.89K), Crumly & Associates Inc. ($217.77K), Atlas Private Wealth Advisors ($212.18K), LPL Financial LLC ($183.99K), Manhattan West Asset Management LLC ($181.06K), and AJ Advisors LLC ($173.58K).

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

Institutional investors have bought a total of 5,114,244 shares in the last 24 months. This purchase volume represents approximately $286.11M in transactions.

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

Of the 82 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. ($85.54K), IFP Advisors Inc ($52.78K), and AJ Advisors LLC ($39.35K).

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

Institutional investors have sold a total of 1,630,051 shares in the last 24 months. This volume of shares sold represents approximately $101.67M in transactions.


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This page (NASDAQ:FMHI) was last updated on 2/1/2025 by MarketBeat.com Staff
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