First Trust Municipal High IFMHIETF
13F holders, Q2 2024 (June 30)153holders +20
24new positions
8sold out
$48.32avg. 13F price*
At the end of Q2 2024, 153 institutions reported holding First Trust Municipal High I (FMHI) in their 13F filings, up 20 from Q1 2024. 24 opened new positions and 8 sold out. The largest holders were Wealth Enhancement Advisory Services, LLC ($70.7M), LPL Financial LLC ($39.0M) and Morgan Stanley ($37.0M).
- Company
- First Trust Municipal High I
- CUSIP
- 33739P301
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 24 | $15.6M |
| Exits | 8 | $3.8M |
All 13F filers, Q1 2024 → Q2 2024: 1,081,738 shares bought and 601,979 shares sold, net +479,759 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 153 holders
| Wealth Enhancement Advisory Services, LLC | 0.17% | Add +2.4% | 1,462,268 | $70.7M |
| LPL Financial LLC | 0.02% | Add +8.4% | 807,272 | $39.0M |
| Morgan Stanley | 0.00% | Add +17.1% | 766,064 | $37.0M |
| Wells Fargo & Company | 0.01% | Add +15.2% | 581,316 | $28.1M |
| Bank of America Corp. | 0.00% | Add +11.4% | 482,155 | $23.3M |
| Citigroup Inc. | 0.02% | Reduce -5.0% | 332,127 | $16.0M |
| UBS Group AG | 0.00% | Reduce -15.2% | 326,316 | $15.8M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Reduce -35.5% | 235,014 | $11.4M |
| Financial Partners Group, Inc | 1.67% | Add +10.4% | 219,361 | $10.6M |
| NewEdge Advisors, LLC | 0.07% | Add +561.0% | 188,505 | $9.1M |
| Manhattan West Asset Management, LLC | 2.12% | Reduce -10.3% | 162,425 | $7.8M |
| Cetera Investment Advisers | 0.02% | Add +10.3% | 161,055 | $7.8M |
| Atlas Private Wealth Advisors | 1.26% | Add +93.3% | 160,702 | $7.8M |
| Principle Wealth Partners LLC | 0.57% | Reduce -3.0% | 155,220 | $7.5M |
| EnRich Financial Partners LLC | 2.36% | Reduce -0.3% | 132,922 | $6.4M |
| Raymond James & Associates | 0.00% | Add +12.1% | 128,111 | $6.2M |
| Royal Bank of Canada | 0.00% | Add +3.1% | 116,705 | $5.6M |
| SlateStone Wealth, LLC | 0.56% | Reduce -5.8% | 107,733 | $5.2M |
| Crumly & Associates Inc. | 1.38% | Reduce -46.2% | 99,498 | $4.8M |
| Osaic Holdings, Inc. | 0.01% | Add +1.7% | 92,166 | $4.5M |
| Cyndeo Wealth Partners, LLC | 0.34% | No change | 89,089 | $4.3M |
| MML Investors Services, LLC | 0.02% | Add +17.7% | 84,484 | $4.1M |
| Private Advisor Group, LLC | 0.03% | Add +0.1% | 84,086 | $4.1M |
| Meeder Advisory Services, Inc. | 0.28% | New | 83,273 | $4.0M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -15.2% | 79,212 | $3.8M |
| MBL Wealth, LLC | 0.38% | Add +8.8% | 70,595 | $3.4M |
| Cornerstone Wealth Management, LLC | 0.26% | Add +7.7% | 69,238 | $3.3M |
| Rockland Trust Co. | 0.17% | Reduce -10.0% | 68,084 | $3.3M |
| AJ Advisors, LLC | 1.69% | Reduce -3.9% | 63,174 | $3.1M |
| HighTower Advisors, LLC | 0.00% | Reduce -24.1% | 60,256 | $2.9M |
| Platform Technology Partners | 0.97% | — | 58,449 | $2.8M |
| Visionary Wealth Advisors | 0.18% | Add +3.9% | 58,182 | $2.8M |
| Financial Advocates Investment Management | 0.17% | Reduce -25.0% | 57,389 | $2.8M |
| First Heartland Consultants, Inc. | 0.26% | Reduce -15.1% | 55,044 | $2.7M |
| Private Advisory Group LLC | 0.33% | New | 52,694 | $2.5M |
| IFP Advisors, Inc | 0.10% | Add +4.1% | 51,696 | $2.5M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +7.0% | 49,630 | $2.4M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -10.7% | 49,209 | $2.4M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +0.7% | 46,752 | $2.3M |
| Advisory Resource Group | 0.47% | Add +6.0% | 42,871 | $2.1M |
| GSG Advisors LLC | 0.73% | Add +9.0% | 42,645 | $2.1M |
| Perissos Private Wealth Management, LLC | 1.68% | Add +28.9% | 38,869 | $1.9M |
| Equitable Holdings, Inc. | 0.02% | Add +11.9% | 37,317 | $1.8M |
| D.A. Davidson & Co. | 0.02% | Add +34.3% | 35,650 | $1.7M |
| Jane Street Group, LLC | 0.00% | Reduce -67.9% | 34,481 | $1.7M |
| JPMorgan Chase & Co. | 0.00% | Add +4.1% | 34,363 | $1.7M |
| Mutual Advisors, LLC | 0.05% | Reduce -8.1% | 33,178 | $1.6M |
| Kestra Advisory Services, LLC | 0.01% | Add +26.9% | 32,208 | $1.6M |
| ShoreHaven Wealth Partners, LLC | 0.77% | Add +1.4% | 30,477 | $1.5M |
| Stephens Inc. | 0.02% | No change | 30,100 | $1.5M |
| Evergreen Private Wealth LLC | 0.70% | Add +0.6% | 29,557 | $1.4M |
| RFG Advisory, LLC | 0.05% | Add +55.7% | 29,089 | $1.4M |
| Flagstar Securities, Inc. | 0.37% | Add +1.7% | 28,185 | $1.4M |
| Traction Financial Partners, LLC | 0.98% | Add +10.0% | 27,500 | $1.3M |
| Triton Wealth Management, PLLC | 0.79% | Add +38.9% | 27,668 | $1.3M |
| Harbour Investments, Inc. | 0.04% | Reduce -1.9% | 26,398 | $1.3M |
| Per Stirling Capital Management, LLC. | 0.19% | New | 24,934 | $1.2M |
| Flow Traders U.S. LLC | 0.06% | New | 23,880 | $1.2M |
| High Net Worth Advisory Group LLC | 0.34% | Add +0.5% | 23,027 | $1.1M |
| Stewardship Advisors, LLC | 0.36% | Add +31.1% | 22,811 | $1.1M |
| Concurrent Investment Advisors, LLC | 0.03% | Add +15.7% | 21,390 | $1.0M |
| OneAscent Financial Services LLC | 0.14% | Add +18.0% | 20,986 | $1.0M |
| Householder Group Estate & Retirement Specialist, LLC | 0.28% | New | 20,508 | $990K |
| Capital Investment Advisory Services, LLC | 0.10% | Reduce -1.0% | 20,460 | $989K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -5.1% | 20,317 | $982K |
| Cwm, LLC | 0.00% | Reduce -59.6% | 20,169 | $975K |
| Captrust Financial Advisors | 0.00% | Add +13.0% | 19,694 | $952K |
| Great Valley Advisor Group, Inc. | 0.03% | Add +16.0% | 19,430 | $939K |
| Boyd Wealth Management, LLC | 0.50% | Add +3.2% | 18,629 | $900K |
| Socha Financial Group, LLC | 0.41% | Reduce -1.0% | 18,286 | $884K |
| Atria Investments, Inc | 0.01% | New | 17,910 | $865K |
| Ashton Thomas Securities, LLC | 0.21% | — | 17,746 | $861K |
| Country Trust Bank | 0.02% | Reduce -15.3% | 17,081 | $825K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +28.0% | 15,948 | $771K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -1.6% | 15,925 | $769K |
| Hobart Private Capital, LLC | 0.21% | Add +37.7% | 15,596 | $754K |
| Nations Financial Group Inc, /Ia/ | 0.06% | Add +8.9% | 14,665 | $709K |
| Avantax Advisory Services, Inc. | 0.00% | Add +6.2% | 13,999 | $676K |
| OneDigital Investment Advisors LLC | 0.01% | New | 13,903 | $672K |
| Arbor Capital Management Inc. | 0.61% | Reduce -0.6% | 13,851 | $669K |
| Comerica Bank | 0.00% | Reduce -1.2% | 13,772 | $665K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -0.4% | 13,763 | $665K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -6.2% | 13,649 | $660K |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -6.2% | 13,649 | $660K |
| Truist Financial Corp. | 0.00% | Add +1.8% | 13,605 | $657K |
| Sigma Planning Corp | 0.02% | Add +3.0% | 12,454 | $602K |
| Summit Wealth Partners, LLC | 0.12% | Add +5.5% | 11,848 | $572K |
| Raymond James Trust N.A. | 0.01% | No change | 11,783 | $569K |
| Gladstone Institutional Advisory LLC | 0.03% | New | 11,499 | $556K |
| IFG Advisory, LLC | 0.03% | New | 11,209 | $542K |
| Cary Street Partners Investment Advisory LLC | 0.02% | No change | 11,153 | $539K |
| AdvisorNet Financial, Inc | 0.05% | Add +0.9% | 11,019 | $532K |
| Insight Wealth Strategies, LLC | 0.07% | Add +0.6% | 10,726 | $518K |
| Trustmark Bank Trust Department | 0.04% | New | 10,600 | $512K |
| WealthCare Investment Partners, LLC | 0.24% | Add +34.1% | 10,473 | $506K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +11.0% | 10,353 | $500K |
| CFO4Life Group, LLC | 0.09% | No change | 10,288 | $497K |
| Virtue Capital Management, LLC | 0.08% | Add +132.6% | 10,131 | $492K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -28.6% | 9,913 | $479K |
| Hedeker Wealth, LLC | 0.13% | Reduce -2.0% | 9,420 | $455K |
| Geneos Wealth Management Inc. | 0.02% | Add +5.9% | 9,187 | $444K |
| Integrated Wealth Concepts LLC | 0.01% | Add +14.1% | 8,761 | $423K |
| Wealthcare Advisory Partners LLC | 0.01% | No change | 8,400 | $406K |
| Global Retirement Partners, LLC | 0.01% | Add +1.0% | 8,240 | $398K |
| DHJJ Financial Advisors, Ltd. | 0.17% | Add +1.1% | 8,212 | $397K |
| SpiderRock Advisors, LLC | 0.01% | New | 8,000 | $387K |
| Prospera Financial Services Inc | 0.01% | Add +0.4% | 7,710 | $373K |
| Ameritas Advisory Services, LLC | 0.01% | Add +6.7% | 7,615 | $368K |
| Sanctuary Advisors, LLC | 0.00% | — | 7,692 | $365K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +0.1% | 7,537 | $364K |
| Genesee Capital Advisors, LLC | 0.18% | Add +1.0% | 7,395 | $357K |
| Aurora Private Wealth, Inc. | 0.30% | Add +1.0% | 7,145 | $345K |
| Chicago Partners Investment Group LLC | 0.01% | Add +3.5% | 7,059 | $344K |
| US Bancorp \de | 0.00% | No change | 6,945 | $336K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 6,593 | $319K |
| Pineridge Advisors LLC | 0.11% | Reduce -13.4% | 6,389 | $309K |
| Stifel Financial Corp. | 0.00% | Add +4.5% | 6,135 | $296K |
| Xcel Wealth Management, LLC | 0.09% | No change | 6,000 | $290K |
| Lokken Investment Group LLC | 0.14% | New | 5,973 | $289K |
| Clear Creek Financial Management, LLC | 0.03% | Reduce -5.6% | 5,957 | $288K |
| Waddell & Associates, LLC | 0.04% | Reduce -9.2% | 5,920 | $286K |
| B. Riley Wealth Advisors, Inc. | 0.01% | New | 5,775 | $279K |
| Oppenheimer & Co. Inc. | 0.00% | New | 5,398 | $261K |
| Advisory Services Network, LLC | 0.01% | Add +25.1% | 5,383 | $260K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Reduce -32.3% | 5,264 | $254K |
| Landmark Wealth Management, LLC | 0.18% | Add +0.6% | 4,699 | $227K |
| Lifeworks Advisors, LLC | 0.06% | Reduce -17.2% | 4,508 | $218K |
| Key Financial Inc | 0.05% | No change | 4,375 | $211K |
| Plan Group Financial, LLC | 0.13% | New | 4,370 | $211K |
| Elevated Capital Advisors, LLC | 0.06% | New | 4,365 | $211K |
| Level Four Advisory Services, LLC | 0.01% | New | 4,213 | $204K |
| Private Trust Co. NA | 0.02% | Add +115.3% | 4,050 | $196K |
| International Assets Investment Management, LLC | 0.02% | New | 3,809 | $184K |
| Farther Finance Advisors, LLC | 0.01% | New | 2,509 | $121K |
| Westside Investment Management, Inc. | 0.03% | No change | 2,500 | $121K |
| Tanglewood Legacy Advisors, LLC | 0.05% | No change | 2,100 | $101K |
| Benjamin Edwards Inc. | 0.02% | No change | 1,915 | $93K |
| Stephens Consulting, LLC | 0.03% | Reduce -4.0% | 1,894 | $92K |
| Creekmur Asset Management LLC | 0.01% | 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 | $35K |
| Rothschild Investment LLC | 0.00% | No change | 625 | $30K |
| Coppell Advisory Solutions LLC | 0.00% | — | 512 | $25K |
| Cornerstone Planning Group LLC | 0.01% | New | 441 | $22K |
| Creative Financial Designs Inc. | 0.00% | No change | 302 | $15K |
| Hershey Financial Advisers, LLC | 0.01% | — | 260 | $13K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 230 | $11K |
| Redwood Wealth Management Group, LLC | 0.01% | New | 206 | $10K |
| Pathway Financial Advisers, LLC | 0.00% | Add +0.5% | 188 | $9K |
| Lanark Financial, Inc. | 0.00% | No change | 142 | $6K |
| Beaird Harris Wealth Management, LLC | 0.00% | New | 100 | $5K |
| Barclays PLC | 0.00% | No change | 22 | $1K |
| CIBC Private Wealth Group LLC | 0.00% | New | 3 | $145 |
"% 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.