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First Trust Municipal High Income ETF (FMHI) Institutional Ownership

First Trust Municipal High Income ETF logo
$45.90 -0.61 (-1.31%)
Closing price 04/11/2025 03:59 PM Eastern
Extended Trading
$45.84 -0.05 (-0.12%)
As of 04/11/2025 04:05 PM Eastern
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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)
121
Total
Institutional Inflows
(last 12 months)
$155.97M
Number of
Institutional Sellers
(last 12 months)
59
Total
Institutional Outflows
(last 12 months)
$46.98M
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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
4/9/2025 RFG Advisory LLC7,343$351K0.0%-88.1%0.045%
4/9/2025 Flagstar Advisors Inc.29,269$1.40M0.4%+1.0%0.179%
4/9/2025 High Net Worth Advisory Group LLC22,064$1.06M0.3%-12.2%0.135%
4/7/2025 AdvisorNet Financial Inc12,703$607K0.0%+8.6%0.078%
4/3/2025 Insight Wealth Strategies LLC4,392$210K0.0%-15.1%0.027%
4/1/2025 Hobart Private Capital LLC25,624$1.23M0.3%+5.6%0.164%
3/18/2025Triton Wealth Management PLLC27,851$1.35M0.7%-2.6%0.178%
3/17/2025Wealth Enhancement Advisory Services LLC1,151,317$55.60M0.1%-24.3%7.357%
2/25/2025Armis Advisers LLC7,859$380K0.0%N/A0.050%
2/17/2025Visionary Wealth Advisors72,616$3.51M0.2%+24.0%0.464%
2/17/2025Snowden Capital Advisors LLC7,703$372K0.0%-8.7%0.049%
2/17/2025Cetera Investment Advisers190,730$9.21M0.0%+13.1%1.219%
2/17/2025Citadel Advisors LLC23,946$1.16M0.0%+138.5%0.153%
2/17/2025Cary Street Partners Financial LLC12,509$604K0.0%N/A0.080%
2/17/2025Baird Financial Group Inc.5,800$280K0.0%+34.9%0.037%
2/17/2025Bank of America Corp DE671,953$32.45M0.0%+9.6%4.294%
2/17/2025Benjamin Edwards Inc.8,285$400K0.0%+10.0%0.053%
2/14/2025Jane Street Group LLC44,179$2.13M0.0%-33.8%0.282%
2/14/2025Two Sigma Securities LLC5,961$288K0.0%N/A0.038%
2/14/2025Integrated Wealth Concepts LLC26,127$1.26M0.0%+188.3%0.167%
2/14/2025Coppell Advisory Solutions LLC1,293$62K0.0%+180.5%0.008%
2/14/2025Stifel Financial Corp25,808$1.25M0.0%+22.0%0.165%
2/14/2025OneDigital Investment Advisors LLC14,318$691K0.0%+3.0%0.091%
2/14/2025MML Investors Services LLC94,472$4.56M0.0%+2.4%0.604%
2/13/2025NewEdge Advisors LLC210,955$10.19M0.1%+15.3%1.348%
2/13/2025CreativeOne Wealth LLC14,463$698K0.0%N/A0.092%
2/13/2025Sagespring Wealth Partners LLC10,349$500K0.0%N/A0.066%
2/13/2025Manhattan West Asset Management LLC176,136$8.51M2.3%+5.3%1.125%
2/13/2025Rockefeller Capital Management L.P.15,760$761K0.0%-9.1%0.101%
2/13/2025EnRich Financial Partners LLC160,537$7.75M2.6%+14.7%1.026%
2/13/2025Waddell & Associates LLC5,570$269K0.0%-5.9%0.036%
2/13/2025Raymond James Financial Inc.357,337$17.26M0.0%N/A2.283%
2/13/2025Advisory Services Network LLC9,508$459K0.0%+76.6%0.061%
2/13/2025Envestnet Asset Management Inc.65,426$3.16M0.0%+1.8%0.418%
2/13/2025Wells Fargo & Company MN700,256$33.82M0.0%+6.1%4.474%
2/12/2025Martin Worley Group37,694$1.82M1.1%N/A0.241%
2/12/2025OneAscent Financial Services LLC18,100$874K0.1%N/A0.116%
2/12/2025Meeder Advisory Services Inc.103,792$5.01M0.3%+9.3%0.663%
2/12/2025Level Four Advisory Services LLC4,774$231K0.0%-6.6%0.031%
2/12/2025Orion Portfolio Solutions LLC16,078$776K0.0%-15.0%0.103%
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2/12/2025JPMorgan Chase & Co.138,457$6.69M0.0%+30.3%0.885%
2/12/2025Core Wealth Partners LLC4,280$207K0.1%-27.4%0.027%
2/11/2025Ashton Thomas Securities LLC19,513$942K0.3%+11.6%0.125%
2/11/2025LPL Financial LLC984,276$47.53M0.0%+10.1%6.289%
2/10/2025Creative Financial Designs Inc. ADV868$42K0.0%+187.4%0.006%
2/10/2025SlateStone Wealth LLC165,903$8.01M0.8%+17.5%1.060%
2/10/2025Altus Wealth Group LLC6,148$297K0.1%N/A0.039%
2/10/2025Harbour Investments Inc.13,300$642K0.0%-39.3%0.085%
2/10/2025Envestnet Portfolio Solutions Inc.9,596$463K0.0%-11.8%0.061%
2/10/2025Hughes Financial Services LLC97,019$4.69M1.0%N/A0.620%
2/10/2025Commonwealth Equity Services LLC54,181$2.62M0.0%+16.6%0.346%
2/10/2025CFO4Life Group LLC6,221$300K0.1%-39.5%0.040%
2/10/2025Avantax Advisory Services Inc.56,001$2.70M0.0%+94.6%0.358%
2/10/2025Farther Finance Advisors LLC2,024$98K0.0%-16.7%0.013%
2/7/2025HighTower Advisors LLC154,193$7.45M0.0%-10.5%0.985%
2/7/2025Independent Advisor Alliance11,961$578K0.0%N/A0.076%
2/7/2025Sowell Financial Services LLC31,400$1.52M0.1%N/A0.201%
2/7/2025Larson Financial Group LLC3,803$184K0.0%+105.0%0.024%
2/7/2025Evergreen Private Wealth LLC33,521$1.62M0.8%+10.2%0.214%
2/6/2025Raymond James Financial Inc.357,337$17.26M0.0%N/A2.291%
2/6/2025Synergy Investment Management LLC2,559$124K0.1%N/A0.016%
2/6/2025Steward Partners Investment Advisory LLC37,749$1.82M0.0%-19.5%0.242%
2/5/2025Duncker Streett & Co. Inc.1,392$67K0.0%N/A0.009%
2/5/2025US Bancorp DE7,963$385K0.0%+14.7%0.051%
2/5/2025Dynasty Wealth Management LLC9,517$460K0.0%N/A0.061%
2/5/2025Private Trust Co. NA4,930$238K0.0%+16.0%0.032%
2/5/2025Nwam LLC17,143$828K0.1%N/A0.110%
2/4/2025Bank of New York Mellon Corp50,816$2.45M0.0%-3.5%0.326%
2/4/2025IFP Advisors Inc25,623$1.24M0.0%+6.3%0.164%
2/3/2025First Horizon Advisors Inc.49,500$2.39M0.1%N/A0.317%
2/3/2025Crumly & Associates Inc.102,791$4.96M1.4%-6.2%0.659%
2/3/2025Concurrent Investment Advisors LLC27,520$1.33M0.0%+3.0%0.176%
2/3/2025Advyzon Investment Management LLC10,961$529K0.2%N/A0.070%
2/3/2025Private 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%
1/31/2025Traction 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%
1/30/2025Allworth Financial LP13,257$640K0.0%N/A0.085%
1/30/2025Nations Financial Group Inc. IA ADV14,815$715K0.1%+1.7%0.095%
1/30/2025ShoreHaven Wealth Partners LLC25,533$1.23M0.6%-12.9%0.164%
1/29/2025Gladstone Institutional Advisory LLC12,088$584K0.0%+17.4%0.077%
1/29/2025Pineridge Advisors LLC3,767$182K0.1%-30.9%0.024%
1/29/2025Principle Wealth Partners LLC341,570$16.49M1.2%-2.9%2.176%
1/28/2025Kestra Private Wealth Services LLC20,792$1.00M0.0%-1.6%0.132%
1/28/2025Stephens 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%
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1/28/2025Advisory Resource Group45,719$2.21M0.5%+3.7%0.291%
1/28/2025Seamount Financial Group Inc.6,248$302K0.2%N/A0.040%
1/28/2025Platform Technology Partners60,329$2.91M0.9%+1.4%0.384%
1/28/2025Socha Financial Group LLC6,386$308K0.1%-66.1%0.041%
1/28/20251900 Wealth Management LLC12,405$599K0.1%N/A0.079%
1/27/2025Silver Oak Securities Incorporated4,641$224K0.0%+9.4%0.030%
1/27/2025Financial Advocates Investment Management50,348$2.43M0.1%-7.6%0.321%
1/27/2025Summit Wealth Partners LLC14,465$699K0.1%+31.7%0.092%
1/27/2025Stratos Wealth Partners LTD.4,453$215K0.0%-39.2%0.028%
1/24/2025Financial Partners Group Inc244,826$11.82M1.7%+3.9%1.559%
(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, 184 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 ($55.60M), 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 163 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 6,208,859 shares in the last 24 months. This purchase volume represents approximately $320.82M in transactions.

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

Of the 89 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: Wealth Enhancement Advisory Services LLC ($370.04K), Cyndeo Wealth Partners LLC ($311.75K), RFG Advisory LLC ($308.54K), Rockland Trust Co. ($233.23K), Raymond James Financial Services Advisors Inc. ($157.59K), Crumly & Associates Inc. ($92.36K), 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 2,067,673 shares in the last 24 months. This volume of shares sold represents approximately $119.28M in transactions.



This page (NASDAQ:FMHI) was last updated on 4/12/2025 by MarketBeat.com Staff
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