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First Trust Municipal High Income ETF (FMHI) Institutional Ownership

First Trust Municipal High Income ETF logo
$48.57
-0.03 (-0.06%)
(As of 11/1/2024 ET)
Compare

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

Number of
Institutional Buyers
(last 12 months)
90
Total
Institutional Inflows
(last 12 months)
$145.87M
Number of
Institutional Sellers
(last 12 months)
56
Total
Institutional Outflows
(last 12 months)
$36.86M
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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
11/2/2024Mach 1 Financial Group LLC4,129$204K0.1%N/A0.027%
11/1/2024GSG 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%
10/31/2024 Concurrent 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%
10/24/2024 J.W. Cole Advisors Inc.7,764$384K0.0%+17.8%0.051%
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%
10/22/2024 Private 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%
10/19/2024Cyndeo 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%
10/9/2024 Private Advisory Group LLC45,476$2.25M0.3%-13.7%0.303%
10/9/2024 Atlas Private Wealth Advisors159,491$7.88M1.1%-0.8%1.063%
10/8/2024 CWM LLC24,160$1.19M0.0%+19.8%0.161%
10/8/2024 WealthCare Investment Partners LLC10,715$526K0.2%+2.3%0.071%
10/8/2024 Country Trust Bank16,789$829K0.0%-1.7%0.112%
10/8/2024 Insight Wealth Strategies LLC5,155$255K0.0%-51.9%0.034%
10/5/2024 Triton Wealth Management PLLC28,604$1.41M0.8%+3.4%0.216%
10/3/2024 Rockland Trust Co.64,669$3.20M0.2%-5.0%0.488%
9/11/2024 Summit Wealth Partners LLC11,848$572K0.1%+5.5%0.089%
9/5/2024Sanctuary Advisors LLC7,692$365K0.0%N/A0.058%
8/22/2024Cetera Investment Advisers161,055$7.78M0.0%+10.3%1.216%
8/21/2024Truist Financial Corp13,605$657K0.0%+1.8%0.103%
8/19/2024B. Riley Wealth Advisors Inc.5,775$279K0.0%N/A0.044%
8/16/2024Traction Financial Partners LLC27,500$1.35M1.0%+10.0%0.208%
8/16/2024NewEdge Advisors LLC188,505$9.11M0.1%+561.0%1.423%
8/13/2024Benjamin F. Edwards & Company Inc.5,264$254K0.0%-32.3%0.040%
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8/9/2024Perissos Private Wealth Management LLC38,869$1.88M1.7%+28.9%0.293%
8/8/2024 J.W. Cole Advisors Inc.6,593$319K0.0%N/A0.050%
8/8/2024Envestnet Asset Management Inc.79,212$3.83M0.0%-15.2%0.598%
8/8/2024Meeder Advisory Services Inc.83,273$4.02M0.3%N/A0.628%
8/8/2024LPL Financial LLC807,272$39.01M0.0%+8.4%6.093%
8/6/2024Waddell & Associates LLC5,920$286K0.0%-9.2%0.045%
8/3/2024Crumly & Associates Inc.99,498$4.81M1.4%-46.2%0.751%
8/1/2024 Elevated Capital Advisors LLC4,365$211K0.1%N/A0.033%
7/31/2024Commonwealth Equity Services LLC49,209$2.38M0.0%-10.7%0.373%
7/31/2024 IFG Advisory LLC11,209$542K0.0%N/A0.085%
7/31/2024 Concurrent Investment Advisors LLC21,390$1.03M0.0%+15.7%0.162%
7/31/2024Rothschild Investment LLC625$30K0.0%N/A0.005%
7/30/2024 AJ Advisors LLC63,174$3.05M1.7%-3.9%0.479%
7/30/2024Hobart Private Capital LLC15,596$754K0.2%+37.7%0.118%
7/30/2024 International Assets Investment Management LLC3,809$184K0.0%N/A0.029%
7/29/2024Nations Financial Group Inc. IA ADV14,665$709K0.1%+8.9%0.111%
7/29/2024 Ameritas Advisory Services LLC7,615$368K0.0%+6.7%0.058%
7/29/2024 Financial Advocates Investment Management57,389$2.77M0.2%-25.0%0.435%
7/26/2024Harbour Investments Inc.26,398$1.28M0.0%-1.9%0.200%
7/26/2024 Cambridge Investment Research Advisors Inc.49,630$2.40M0.0%+7.0%0.376%
7/26/2024SlateStone Wealth LLC107,733$5.21M0.6%-5.8%0.816%
7/25/2024First Heartland Consultants Inc.55,044$2.66M0.2%-15.1%0.417%
7/25/2024Pineridge Advisors LLC6,389$309K0.1%-13.5%0.048%
7/25/2024 Clear Creek Financial Management LLC5,957$288K0.0%-5.6%0.045%
7/24/2024Advisory Resource Group42,871$2.07M0.5%+6.0%0.325%
7/24/2024 Boyd Wealth Management LLC18,629$900K0.5%+3.2%0.141%
7/24/2024 ShoreHaven Wealth Partners LLC30,477$1.47M0.8%+1.4%0.231%
7/23/2024 Private Advisory Group LLC52,694$2.55M0.3%N/A0.399%
7/23/2024 Rockland Trust Co.68,084$3.29M0.2%-10.0%0.516%
7/20/2024Raymond James Financial Services Advisors Inc.235,014$11.36M0.0%-35.5%1.780%
7/19/2024 Financial Partners Group Inc219,361$10.60M1.7%+10.4%1.662%
7/19/2024Raymond James & Associates128,111$6.19M0.0%+12.1%0.971%
7/19/2024MBL Wealth LLC70,595$3.41M0.4%+8.8%0.537%
7/18/2024 WealthCare Investment Partners LLC10,473$506K0.2%+34.1%0.080%
7/16/2024 Cornerstone Wealth Management LLC69,238$3.35M0.3%+7.6%0.527%
7/16/2024 Envestnet Portfolio Solutions Inc.10,353$500K0.0%+11.0%0.079%
7/16/2024Great Valley Advisor Group Inc.19,430$939K0.0%+16.0%0.148%
7/16/2024 Wealth Enhancement Advisory Services LLC1,462,268$70.66M0.2%+2.4%11.120%
7/15/2024RFG Advisory LLC29,089$1.41M0.0%+55.7%0.221%
7/13/2024GSG Advisors LLC42,645$2.06M0.7%+9.0%0.326%
7/12/2024 Country Trust Bank17,081$825K0.0%-15.3%0.130%
7/12/2024 Atlas Private Wealth Advisors160,702$7.77M1.3%+93.3%1.227%
7/10/2024 Stewardship Advisors LLC22,811$1.10M0.4%+31.2%0.174%
7/10/2024 CWM LLC20,169$975K0.0%-59.6%0.154%
5/24/2024Cetera Advisors LLC30,020$1.45M0.0%N/A0.238%
5/24/2024Cetera Investment Advisers145,955$7.03M0.0%+585.7%1.158%
5/17/2024Advisory Resource Group40,453$1.95M0.4%-1.8%0.321%
5/17/2024Comerica Bank13,943$672K0.0%+77.4%0.111%
5/17/2024Pineridge Advisors LLC7,382$356K0.1%-10.7%0.059%
5/16/2024Jane Street Group LLC107,345$5.17M0.0%+881.4%0.852%
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5/15/2024Manhattan West Asset Management LLC181,057$8.72M2.1%+6.6%1.437%
5/9/2024 Socha Financial Group LLC18,475$890K0.4%+3.2%0.147%
5/8/2024Avantax Advisory Services Inc.13,187$635K0.0%+172.2%0.105%
5/7/2024 Concurrent Investment Advisors LLC18,491$891K0.0%+13.2%0.147%
5/6/2024CFO4Life Group LLC10,288$496K0.1%-11.1%0.082%
5/4/2024Geneos Wealth Management Inc.8,678$418K0.0%-7.4%0.069%
5/2/2024 Mutual Advisors LLC36,096$1.74M0.1%-9.4%0.286%
5/1/2024 Janney Montgomery Scott LLC21,417$1.03M0.0%-10.1%0.170%
4/30/2024 Private Advisor Group LLC84,017$4.05M0.0%-1.3%0.667%
4/29/2024Commonwealth Equity Services LLC55,091$2.65M0.0%+14.0%0.437%
(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, 147 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 ($75.16M), LPL Financial LLC ($39.01M), Wells Fargo & Company MN ($19.39M), Citigroup Inc. ($15.17M), Financial Partners Group Inc ($11.64M), Raymond James Financial Services Advisors Inc. ($11.36M), and NewEdge Advisors LLC ($9.11M).Learn more on FMHI's institutional investors.

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

Of the 134 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 ($367.04K), Cyndeo Wealth Partners LLC ($257.93K), Wells Fargo & Company MN ($240.89K), Crumly & Associates Inc. ($217.77K), Atlas Private Wealth Advisors ($203.49K), LPL Financial LLC ($183.99K), and Manhattan West Asset Management LLC ($181.06K).

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

Institutional investors have bought a total of 4,991,453 shares in the last 24 months. This purchase volume represents approximately $294.18M in transactions.

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

Of the 81 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: Rockland Trust Co. ($418.48K), Cyndeo Wealth Partners LLC ($311.75K), RFG Advisory LLC ($254.03K), 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 1,807,563 shares in the last 24 months. This volume of shares sold represents approximately $121.00M in transactions.


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This page (NASDAQ:FMHI) was last updated on 11/2/2024 by MarketBeat.com Staff
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