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First Trust Municipal High Income ETF (FMHI) Institutional Ownership

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$48.14
-0.16 (-0.33%)
(As of 05/17/2024 ET)
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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)
87
Total
Institutional Inflows
(last 12 months)
$132.70M
Number of
Institutional Sellers
(last 12 months)
60
Total
Institutional Outflows
(last 12 months)
$32.19M
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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
5/17/2024Advisory Resource Group40,453$1.95M0.4%-1.8%0.321%
5/17/2024 Comerica Bank13,943$672K0.0%+77.4%0.111%
5/17/2024 Pineridge Advisors LLC7,382$356K0.1%-10.7%0.059%
5/16/2024 Jane Street Group LLC107,345$5.17M0.0%+881.4%0.852%
5/15/2024 Manhattan 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%
5/8/2024 Avantax 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%
5/6/2024 CFO4Life Group LLC10,288$496K0.1%-11.1%0.082%
5/4/2024 Geneos 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%
4/29/2024 Benjamin F. Edwards & Company Inc.7,774$375K0.0%+18.6%0.062%
4/26/2024 SlateStone Wealth LLC114,338$5.51M0.6%+16.3%0.907%
4/26/2024 Clear Creek Financial Management LLC6,310$304K0.0%N/A0.050%
4/26/2024 AJ Advisors LLC65,756$3.17M1.7%+3.4%0.522%
4/26/2024 Triton Wealth Management PLLC19,927$947K0.6%+18.4%0.158%
4/25/2024 Capital Investment Advisory Services LLC20,675$996K0.1%-2.7%0.164%
4/25/2024 Cambridge Investment Research Advisors Inc.46,382$2.24M0.0%+12.3%0.368%
4/24/2024 Boyd Wealth Management LLC18,056$870K0.5%-7.0%0.144%
4/24/2024 Simplicity Wealth LLC31,500$1.52M0.0%N/A0.252%
4/23/2024 Nations Financial Group Inc. IA ADV13,470$649K0.1%+28.0%0.108%
4/23/2024 Principle Wealth Partners LLC159,985$7.71M0.6%-5.5%1.280%
4/23/2024 Raymond James Financial Services Advisors Inc.364,565$17.57M0.0%-0.9%2.917%
4/22/2024 Raymond James & Associates114,279$5.51M0.0%-3.2%0.914%
4/22/2024 MBL Wealth LLC64,870$3.13M0.4%+9.6%0.519%
4/19/2024 Cornerstone Wealth Management LLC64,318$3.10M0.3%+3.8%0.510%
4/19/2024 Westside Investment Management Inc.2,500$120K0.0%+66.7%0.020%
4/16/2024 OneAscent Financial Services LLC17,784$857K0.1%+11.4%0.141%
4/16/2024 Wealth Enhancement Advisory Services LLC1,428,109$68.81M0.2%+3.2%11.334%
4/15/2024 WealthCare Investment Partners LLC7,807$376K0.2%N/A0.062%
4/15/2024 Wealthcare Advisory Partners LLC8,400$405K0.0%+100.0%0.067%
4/12/2024 High Net Worth Advisory Group LLC22,917$1.10M0.3%+15.8%0.182%
4/11/2024 DHJJ Financial Advisors Ltd.8,127$392K0.2%+2.9%0.065%
4/11/2024 GSG Advisors LLC39,129$1.87M0.7%+37.3%0.311%
4/11/2024 Rockland Trust Co.75,651$3.65M0.2%-10.0%0.600%
4/11/2024 RFG Advisory LLC18,685$900K0.0%-1.4%0.148%
3/1/2024 Creekmur Asset Management LLC1,107$53K0.0%N/A0.010%
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3/1/2024 Pineridge Advisors LLC8,271$394K0.1%N/A0.074%
2/14/2024 Visionary Wealth Advisors54,555$2.60M0.2%+19.0%0.489%
2/14/2024 Traction Financial Partners LLC21,065$1.00M0.7%N/A0.189%
2/13/2024Platform Technology Partners58,402$2.80M1.1%+1.0%0.524%
2/13/2024 Cetera Advisor Networks LLC103,126$4.92M0.0%+562.6%0.925%
2/13/2024 Arbor Capital Management Inc. ADV13,797$656K0.5%-3.8%0.124%
2/12/2024 Manhattan West Asset Management LLC169,821$8.10M2.3%+6.5%1.523%
2/9/2024 Orion Portfolio Solutions LLC16,395$783K0.0%-3.7%0.147%
2/9/2024 Cambridge Investment Research Advisors Inc.41,303$1.97M0.0%+25.7%0.370%
2/9/2024 D.A. Davidson & CO.12,193$581K0.0%+1.8%0.109%
2/9/2024 Wells Fargo & Company MN406,752$19.39M0.0%+145.2%3.648%
2/8/2024 Financial Advocates Investment Management68,544$3.27M0.2%-5.5%0.615%
2/8/2024 Janney Montgomery Scott LLC23,817$1.14M0.0%-16.8%0.214%
2/7/2024 Avantax Advisory Services Inc.4,844$231K0.0%-48.9%0.043%
2/7/2024 Envestnet Portfolio Solutions Inc.9,391$448K0.0%-2.6%0.084%
2/7/2024 Principal Securities Inc.1,010$48K0.0%N/A0.009%
2/6/2024 ShoreHaven Wealth Partners LLC23,437$1.12M0.7%+4.7%0.210%
2/6/2024 Private Advisor Group LLC85,115$4.06M0.0%+5.2%0.763%
2/6/2024 Wealthcare Advisory Partners LLC4,200$200K0.0%N/A0.038%
2/6/2024 Benjamin F. Edwards & Company Inc.6,554$313K0.0%-11.7%0.059%
2/6/2024 Beacon Harbor Wealth Advisors Inc.38,862$1.85M0.5%N/A0.349%
2/6/2024 Great Valley Advisor Group Inc.18,483$881K0.0%-7.8%0.166%
2/5/2024 Kestra Private Wealth Services LLC9,342$445K0.0%-39.0%0.084%
2/5/2024 Principle Wealth Partners LLC169,293$8.07M0.7%N/A1.518%
2/2/2024 Truist Financial Corp15,814$754K0.0%-17.1%0.142%
2/2/2024 Atria Wealth Solutions Inc.5,429$259K0.0%-45.6%0.049%
2/1/2024 Socha Financial Group LLC17,903$854K0.4%+2.6%0.161%
2/1/2024 Eudaimonia Advisors LLC4,916$234K0.2%N/A0.044%
2/1/2024 SlateStone Wealth LLC98,309$4.69M0.6%-23.7%0.886%
2/1/2024 Sigma Planning Corp6,418$306K0.0%-41.8%0.058%
2/1/2024 CWM LLC10,096$481K0.0%+2,673.6%0.091%
1/31/2024 Key Financial Inc4,375$209K0.1%N/A0.039%
1/30/2024 Aurora Private Wealth Inc.6,983$333K0.3%N/A0.063%
1/30/2024 DHJJ Financial Advisors Ltd.7,898$377K0.2%-6.6%0.071%
1/29/2024 Crumly & Associates Inc.207,661$9.90M2.8%+259.6%1.871%
1/29/2024 NewEdge Wealth LLC31,531$1.50M0.0%N/A0.284%
1/25/2024 RFG Advisory LLC18,947$903K0.0%-91.0%0.171%
1/25/2024 International Assets Investment Management LLC181,613$8.66M0.0%N/A1.644%
1/25/2024 Triton Wealth Management PLLC16,829$800K0.5%+7.0%0.152%
1/24/2024 Stratos Wealth Partners LTD.10,296$491K0.0%-36.7%0.093%
1/24/2024 International Assets Investment Management LLC181,613$8.66M0.0%N/A1.644%
1/24/2024 Private Trust Co. NA2,716$129K0.0%-14.3%0.025%
1/24/2024 AJ Advisors LLC63,569$3.03M1.9%N/A0.575%
1/22/2024 Landmark Wealth Management LLC4,654$222K0.1%-21.2%0.042%
1/19/2024 AdvisorNet Financial Inc10,890$519K0.0%+179.2%0.099%
1/19/2024 Flagstar Advisors Inc.27,841$1.33M0.4%+4.5%0.253%
1/18/2024 MBL Wealth LLC59,190$2.82M0.4%+17.3%0.538%
1/18/2024 Global Retirement Partners LLC8,110$388K0.0%-8.8%0.074%
1/18/2024 Hobart Private Capital LLC11,286$538K0.2%N/A0.103%
1/17/2024 IFG Advisory LLC8,483$405K0.0%-8.4%0.077%
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1/16/2024 Raymond James Financial Services Advisors Inc.367,925$17.54M0.0%+28.9%3.345%
1/16/2024 Raymond James & Associates118,070$5.63M0.0%+43.7%1.073%
1/12/2024 Mutual Advisors LLC39,852$1.90M0.1%-0.9%0.362%
1/12/2024 Cyndeo Wealth Partners LLC101,849$4.86M0.4%+629.8%0.926%
1/11/2024 OneAscent Financial Services LLC15,969$761K0.1%+23.9%0.145%
1/11/2024 Rockland Trust Co.84,057$4.01M0.2%-47.7%0.764%
1/11/2024 Raymond James Trust N.A.11,783$562K0.0%N/A0.107%
1/11/2024 Atlas Private Wealth Advisors164,696$7.85M1.5%-2.1%1.497%
1/11/2024 GSG Advisors LLC28,490$1.36M0.5%+64.9%0.259%
1/10/2024 Creative Financial Designs Inc. ADV602$29K0.0%-29.3%0.005%
(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 ($68.81M), LPL Financial LLC ($23.78M), Wells Fargo & Company MN ($19.39M), Raymond James Financial Services Advisors Inc. ($17.57M), Citigroup Inc. ($15.17M), Crumly & Associates Inc. ($9.90M), and Manhattan West Asset Management LLC ($8.72M).Learn more on FMHI's institutional investors.

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

Of the 123 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: Rockland Trust Co. ($483.15K), International Assets Investment Management LLC ($363.23K), RFG Advisory LLC ($268.12K), Cyndeo Wealth Partners LLC ($257.93K), Wells Fargo & Company MN ($240.89K), Crumly & Associates Inc. ($207.66K), 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 5,097,028 shares in the last 24 months. This purchase volume represents approximately $348.96M in transactions.

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

Of the 88 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. ($407.50K), Cyndeo Wealth Partners LLC ($308.78K), RFG Advisory LLC ($254.03K), LPL Financial LLC ($183.68K), G&S Capital LLC ($98.61K), Truist Financial Corp ($76.59K), and Great Valley Advisor Group Inc. ($54.87K).

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

Institutional investors have sold a total of 2,145,643 shares in the last 24 months. This volume of shares sold represents approximately $168.57M in transactions.


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This page (NASDAQ:FMHI) was last updated on 5/19/2024 by MarketBeat.com Staff

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