First Trust Municipal High IFMHIETF
13F holders, Q1 2024 (March 31)133holders
$48.18avg. 13F price*
At the end of Q1 2024, 133 institutions reported holding First Trust Municipal High I (FMHI) in their 13F filings. The largest holders were Wealth Enhancement Advisory Services, LLC ($68.8M), LPL Financial LLC ($35.9M) and Morgan Stanley ($31.5M).
- Company
- First Trust Municipal High I
- CUSIP
- 33739P301
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $9.1M |
| Exits | 20 | $10.1M |
Ownership 133 holders
| Wealth Enhancement Advisory Services, LLC | 0.18% | Add +3.2% | 1,428,109 | $68.8M |
| LPL Financial LLC | 0.02% | Add +10.2% | 744,702 | $35.9M |
| Morgan Stanley | 0.00% | Add +31.9% | 654,385 | $31.5M |
| Wells Fargo & Company | 0.01% | Add +24.0% | 504,511 | $24.3M |
| Bank of America Corp. | 0.00% | Add +21.6% | 432,745 | $20.8M |
| UBS Group AG | 0.01% | Add +401.5% | 384,898 | $18.5M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | Reduce -0.9% | 364,565 | $17.6M |
| Citigroup Inc. | 0.02% | Add +15.1% | 349,587 | $16.8M |
| Financial Partners Group, Inc | 1.53% | Add +9.2% | 198,712 | $9.6M |
| Crumly & Associates Inc. | 2.34% | Reduce -10.9% | 185,042 | $8.9M |
| Manhattan West Asset Management, LLC | 2.09% | Add +6.6% | 181,057 | $8.7M |
| Principle Wealth Partners LLC | 0.60% | Reduce -5.5% | 159,985 | $7.7M |
| Cetera Investment Advisers | 0.02% | Add +585.8% | 145,955 | $7.0M |
| EnRich Financial Partners LLC | 2.40% | Add +2.0% | 133,253 | $6.4M |
| SlateStone Wealth, LLC | 0.55% | Add +16.3% | 114,338 | $5.5M |
| Raymond James & Associates | 0.00% | Reduce -3.2% | 114,279 | $5.5M |
| Royal Bank of Canada | 0.00% | Add +110.2% | 113,224 | $5.5M |
| Jane Street Group, LLC | 0.01% | Add +881.4% | 107,345 | $5.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +11.6% | 93,365 | $4.5M |
| Osaic Holdings, Inc. | 0.01% | Reduce -24.4% | 90,664 | $4.4M |
| Cyndeo Wealth Partners, LLC | 0.36% | Reduce -12.5% | 89,089 | $4.3M |
| Private Advisor Group, LLC | 0.03% | Reduce -1.3% | 84,017 | $4.0M |
| Atlas Private Wealth Advisors | 1.34% | Reduce -49.5% | 83,142 | $4.0M |
| HighTower Advisors, LLC | 0.01% | Reduce -21.5% | 79,362 | $3.8M |
| Financial Advocates Investment Management | 0.21% | Add +11.6% | 76,497 | $3.7M |
| Rockland Trust Co. | 0.19% | Reduce -10.0% | 75,651 | $3.6M |
| MML Investors Services, LLC | 0.01% | Add +10.6% | 71,769 | $3.5M |
| AJ Advisors, LLC | 1.75% | Add +3.4% | 65,756 | $3.2M |
| MBL Wealth, LLC | 0.36% | Add +9.6% | 64,870 | $3.1M |
| First Heartland Consultants, Inc. | 0.32% | New | 64,835 | $3.1M |
| Cornerstone Wealth Management, LLC | 0.25% | Add +3.8% | 64,318 | $3.1M |
| Visionary Wealth Advisors | 0.18% | Add +2.6% | 55,980 | $2.7M |
| Commonwealth Equity Services, LLC | 0.00% | Add +14.0% | 55,091 | $2.7M |
| Cwm, LLC | 0.01% | Add +394.4% | 49,919 | $2.4M |
| IFP Advisors, Inc | 0.10% | Add +8.8% | 49,667 | $2.4M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +1.3% | 46,434 | $2.2M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +12.3% | 46,382 | $2.2M |
| Advisory Resource Group | 0.45% | Reduce -1.8% | 40,453 | $1.9M |
| GSG Advisors LLC | 0.69% | Add +37.3% | 39,129 | $1.9M |
| Mutual Advisors, LLC | 0.06% | Reduce -9.4% | 36,096 | $1.7M |
| Equitable Holdings, Inc. | 0.02% | Add +21.5% | 33,339 | $1.6M |
| JPMorgan Chase & Co. | 0.00% | Add +25.0% | 33,016 | $1.6M |
| Simplicity Wealth,LLC | 0.04% | New | 31,500 | $1.5M |
| Perissos Private Wealth Management, LLC | 1.32% | — | 30,152 | $1.5M |
| Stephens Inc. | 0.02% | No change | 30,100 | $1.5M |
| ShoreHaven Wealth Partners, LLC | 0.80% | Add +28.2% | 30,049 | $1.4M |
| Evergreen Private Wealth LLC | 0.71% | Add +26.1% | 29,374 | $1.4M |
| NewEdge Advisors, LLC | 0.01% | Add +22.9% | 28,518 | $1.4M |
| Flagstar Securities, Inc. | 0.37% | Reduce -0.5% | 27,709 | $1.3M |
| Harbour Investments, Inc. | 0.05% | Add +37.6% | 26,916 | $1.3M |
| D.A. Davidson & Co. | 0.01% | Add +117.7% | 26,542 | $1.3M |
| Kestra Advisory Services, LLC | 0.01% | Add +4.8% | 25,380 | $1.2M |
| Traction Financial Partners, LLC | 0.94% | Add +18.7% | 25,005 | $1.2M |
| High Net Worth Advisory Group LLC | 0.35% | Add +15.8% | 22,917 | $1.1M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -10.1% | 21,417 | $1.0M |
| Capital Investment Advisory Services, LLC | 0.11% | Reduce -2.7% | 20,675 | $996K |
| Country Trust Bank | 0.03% | Reduce -30.8% | 20,175 | $972K |
| Triton Wealth Management, PLLC | 0.66% | Add +18.4% | 19,927 | $947K |
| RFG Advisory, LLC | 0.03% | Reduce -1.4% | 18,685 | $900K |
| Concurrent Investment Advisors, LLC | 0.04% | Add +13.2% | 18,491 | $891K |
| Socha Financial Group, LLC | 0.39% | Add +3.2% | 18,475 | $890K |
| Boyd Wealth Management, LLC | 0.50% | Reduce -7.0% | 18,056 | $870K |
| OneAscent Financial Services LLC | 0.09% | Add +11.4% | 17,784 | $857K |
| Captrust Financial Advisors | 0.00% | Reduce -22.3% | 17,429 | $840K |
| Stewardship Advisors, LLC | 0.29% | New | 17,393 | $838K |
| Great Valley Advisor Group, Inc. | 0.02% | Reduce -9.3% | 16,754 | $807K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -0.1% | 16,176 | $779K |
| Lincoln National Corp. | 0.01% | New | 15,755 | $759K |
| Old Mission Capital LLC | 0.02% | New | 15,442 | $744K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -11.3% | 14,547 | $701K |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -11.3% | 14,547 | $701K |
| Comerica Bank | 0.00% | Add +77.4% | 13,943 | $672K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -1.6% | 13,891 | $669K |
| Arbor Capital Management Inc. | 0.63% | Add +1.0% | 13,932 | $669K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +48.0% | 13,824 | $666K |
| Nations Financial Group Inc, /Ia/ | 0.05% | Add +28.0% | 13,470 | $649K |
| Truist Financial Corp. | 0.00% | Reduce -15.5% | 13,362 | $644K |
| Avantax Advisory Services, Inc. | 0.01% | Add +172.2% | 13,187 | $635K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +129.5% | 12,458 | $600K |
| Sigma Planning Corp | 0.02% | Add +88.3% | 12,085 | $582K |
| Raymond James Trust N.A. | 0.01% | No change | 11,783 | $568K |
| Hobart Private Capital, LLC | 0.17% | Add +0.3% | 11,323 | $546K |
| Summit Wealth Partners, LLC | 0.12% | No change | 11,228 | $541K |
| Cary Street Partners Investment Advisory LLC | 0.02% | Add +6.7% | 11,153 | $537K |
| AdvisorNet Financial, Inc | 0.05% | Add +0.3% | 10,923 | $526K |
| Insight Wealth Strategies, LLC | 0.08% | Add +0.6% | 10,661 | $514K |
| CFO4Life Group, LLC | 0.09% | Reduce -11.1% | 10,288 | $496K |
| Hedeker Wealth, LLC | 0.13% | Add +1.3% | 9,614 | $463K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -0.7% | 9,329 | $449K |
| Geneos Wealth Management Inc. | 0.02% | Reduce -7.4% | 8,678 | $418K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +100.0% | 8,400 | $405K |
| Global Retirement Partners, LLC | 0.01% | Add +0.6% | 8,161 | $393K |
| DHJJ Financial Advisors, Ltd. | 0.17% | Add +2.9% | 8,127 | $392K |
| WealthCare Investment Partners, LLC | 0.18% | New | 7,807 | $376K |
| Benjamin F. Edwards & Company, Inc. | 0.01% | Add +18.6% | 7,774 | $375K |
| Integrated Wealth Concepts LLC | 0.01% | Add +30.3% | 7,680 | $370K |
| Prospera Financial Services Inc | 0.01% | Reduce -6.9% | 7,678 | $370K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -26.9% | 7,526 | $363K |
| Pineridge Advisors LLC | 0.13% | Reduce -10.8% | 7,382 | $356K |
| Genesee Capital Advisors, LLC | 0.19% | Add +1.3% | 7,321 | $353K |
| Ameritas Advisory Services, LLC | 0.01% | New | 7,135 | $340K |
| Aurora Private Wealth, Inc. | 0.29% | Add +1.3% | 7,073 | $340K |
| US Bancorp \de | 0.00% | No change | 6,945 | $335K |
| Chicago Partners Investment Group LLC | 0.01% | Reduce -7.0% | 6,821 | $324K |
| Waddell & Associates, LLC | 0.04% | No change | 6,520 | $314K |
| Clear Creek Financial Management, LLC | 0.04% | New | 6,310 | $304K |
| Valued Retirements, Inc. | 0.46% | No change | 6,000 | $289K |
| Xcel Wealth Management, LLC | 0.09% | New | 6,000 | $289K |
| Stifel Financial Corp. | 0.00% | New | 5,873 | $283K |
| Waverly Advisors, LLC | 0.01% | New | 5,873 | $283K |
| Lifeworks Advisors, LLC | 0.07% | Add +0.1% | 5,443 | $262K |
| Eudaimonia Advisors LLC | 0.13% | No change | 4,916 | $237K |
| Landmark Wealth Management, LLC | 0.10% | Add +0.3% | 4,670 | $225K |
| StoneX Group Inc. | 0.02% | New | 4,444 | $214K |
| Key Financial Inc | 0.05% | No change | 4,375 | $211K |
| Virtue Capital Management, LLC | 0.04% | No change | 4,355 | $208K |
| Advisory Services Network, LLC | 0.00% | Add +330.3% | 4,303 | $207K |
| Westside Investment Management, Inc. | 0.03% | Add +66.7% | 2,500 | $120K |
| Tanglewood Legacy Advisors, LLC | 0.05% | No change | 2,100 | $101K |
| Stephens Consulting, LLC | 0.03% | No change | 1,973 | $95K |
| Benjamin Edwards Inc. | 0.02% | No change | 1,915 | $92K |
| Private Trust Co. NA | 0.01% | Reduce -30.7% | 1,881 | $91K |
| Creekmur Asset Management LLC | 0.02% | No change | 1,107 | $53K |
| Carmichael Hill & Associates, Inc. | 0.02% | No change | 1,028 | $50K |
| M&R Capital Management Inc. | 0.01% | No change | 715 | $34K |
| Rothschild Investment LLC | 0.00% | No change | 625 | $30K |
| Spire Wealth Management | 0.00% | No change | 390 | $19K |
| Creative Financial Designs Inc. | 0.00% | Reduce -49.8% | 302 | $15K |
| Impact Partnership Wealth, LLC | 0.01% | New | 266 | $13K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 230 | $11K |
| Pathway Financial Advisers, LLC | 0.00% | Reduce -0.5% | 187 | $9K |
| Lanark Financial, Inc. | 0.00% | No change | 142 | $6K |
| Barclays PLC | 0.00% | No change | 22 | $1K |
"% of holder's portfolio" is FMHI's weight in each manager's 13F, not the share of First Trust Municipal High I the manager owns.