First Trust Municipal High IFMHIETF
13F holders, Q3 2024 (September 30)158holders +5
17new positions
10sold out
1famous investor
$49.40avg. 13F price*
At the end of Q3 2024, 158 institutions reported holding First Trust Municipal High I (FMHI) in their 13F filings, up 5 from Q2 2024. 17 opened new positions and 10 sold out. The largest holders were Wealth Enhancement Advisory Services, LLC ($75.2M), Morgan Stanley ($48.4M) and LPL Financial LLC ($44.2M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- First Trust Municipal High I
- CUSIP
- 33739P301
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $7.6M |
| Exits | 10 | $5.7M |
All 13F filers, Q2 2024 → Q3 2024: 1,526,174 shares bought and 256,641 shares sold, net +1,269,533 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 158 holders
| Wealth Enhancement Advisory Services, LLC | 0.16% | Add +4.0% | 1,521,354 | $75.2M |
| Morgan Stanley | 0.00% | Add +27.9% | 979,679 | $48.4M |
| LPL Financial LLC | 0.02% | Add +10.7% | 893,772 | $44.2M |
| Wells Fargo & Company | 0.01% | Add +13.5% | 659,790 | $32.6M |
| Bank of America Corp. | 0.00% | Add +27.2% | 613,333 | $30.3M |
| Principle Wealth Partners LLC | 1.23% | Add +126.5% | 351,632 | $17.4M |
| Citigroup Inc. | 0.02% | Reduce -0.8% | 329,479 | $16.3M |
| UBS Group AG | 0.00% | Reduce -0.5% | 324,849 | $16.0M |
| Financial Partners Group, Inc | 1.72% | Add +7.4% | 235,646 | $11.6M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Reduce -1.0% | 232,635 | $11.5M |
| NewEdge Advisors, LLC | 0.06% | Reduce -2.9% | 182,958 | $9.0M |
| HighTower Advisors, LLC | 0.01% | Add +186.1% | 172,366 | $8.5M |
| Cetera Investment Advisers | 0.02% | Add +4.7% | 168,686 | $8.3M |
| Manhattan West Asset Management, LLC | 2.14% | Add +2.9% | 167,193 | $8.3M |
| Atlas Private Wealth Advisors | 1.14% | Reduce -0.8% | 159,491 | $7.9M |
| SlateStone Wealth, LLC | 0.63% | Add +31.1% | 141,202 | $7.0M |
| EnRich Financial Partners LLC | 2.31% | Add +5.3% | 139,912 | $6.9M |
| Raymond James & Associates | 0.00% | Add +0.8% | 129,197 | $6.4M |
| Royal Bank of Canada | 0.00% | Add +8.5% | 126,573 | $6.3M |
| Crumly & Associates Inc. | 1.50% | Add +10.2% | 109,608 | $5.4M |
| JPMorgan Chase & Co. | 0.00% | Add +209.2% | 106,235 | $5.2M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +113.7% | 106,048 | $5.2M |
| Meeder Advisory Services, Inc. | 0.30% | Add +14.1% | 94,973 | $4.7M |
| MML Investors Services, LLC | 0.02% | Add +9.2% | 92,224 | $4.6M |
| Cyndeo Wealth Partners, LLC | 0.30% | Reduce -3.3% | 86,113 | $4.3M |
| Private Advisor Group, LLC | 0.02% | Reduce -4.1% | 80,659 | $4.0M |
| Osaic Holdings, Inc. | 0.01% | Reduce -13.7% | 79,562 | $3.9M |
| Cornerstone Wealth Management, LLC | 0.25% | Add +3.6% | 71,756 | $3.5M |
| MBL Wealth, LLC | 0.38% | Add +1.1% | 71,360 | $3.5M |
| Stephens Inc. | 0.05% | Add +132.3% | 69,909 | $3.5M |
| Jane Street Group, LLC | 0.01% | Add +93.4% | 66,694 | $3.3M |
| Rockland Trust Co. | 0.16% | Reduce -5.0% | 64,669 | $3.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -18.8% | 64,293 | $3.2M |
| AJ Advisors, LLC | 1.51% | Reduce -5.3% | 59,806 | $3.0M |
| Platform Technology Partners | 0.92% | Add +1.8% | 59,498 | $2.9M |
| Visionary Wealth Advisors | 0.18% | Add +0.7% | 58,558 | $2.9M |
| Stewardship Advisors, LLC | 0.76% | Add +139.0% | 54,525 | $2.7M |
| Financial Advocates Investment Management | 0.15% | Reduce -5.1% | 54,468 | $2.7M |
| Bank of New York Mellon Corp | 0.00% | New | 52,659 | $2.6M |
| GSG Advisors LLC | 0.85% | Add +22.3% | 52,152 | $2.6M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +0.3% | 46,873 | $2.3M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -5.5% | 46,486 | $2.3M |
| Equitable Holdings, Inc. | 0.02% | Add +22.1% | 45,584 | $2.3M |
| Private Advisory Group LLC | 0.28% | Reduce -13.7% | 45,476 | $2.2M |
| Advisory Resource Group | 0.46% | Add +2.8% | 44,073 | $2.2M |
| D.A. Davidson & Co. | 0.02% | Add +22.3% | 43,583 | $2.2M |
| Kestra Advisory Services, LLC | 0.01% | Add +21.9% | 39,244 | $1.9M |
| RFG Advisory, LLC | 0.06% | Add +31.7% | 38,302 | $1.9M |
| Perissos Private Wealth Management, LLC | 1.36% | Reduce -11.5% | 34,416 | $1.7M |
| Mutual Advisors, LLC | 0.04% | Reduce -4.8% | 31,593 | $1.5M |
| Evergreen Private Wealth LLC | 0.70% | Add +2.9% | 30,417 | $1.5M |
| ShoreHaven Wealth Partners, LLC | 0.70% | Reduce -3.8% | 29,317 | $1.4M |
| Avantax Advisory Services, Inc. | 0.01% | Add +105.5% | 28,775 | $1.4M |
| Flagstar Securities, Inc. | 0.36% | Add +2.0% | 28,763 | $1.4M |
| Triton Wealth Management, PLLC | 0.80% | Add +3.4% | 28,604 | $1.4M |
| Traction Financial Partners, LLC | 1.09% | Add +1.9% | 28,036 | $1.4M |
| Per Stirling Capital Management, LLC. | 0.19% | Add +11.2% | 27,719 | $1.4M |
| Concurrent Investment Advisors, LLC | 0.04% | Add +24.9% | 26,720 | $1.3M |
| Cwm, LLC | 0.01% | Add +19.8% | 24,160 | $1.2M |
| IFP Advisors, Inc | 0.04% | Reduce -53.4% | 24,102 | $1.2M |
| High Net Worth Advisory Group LLC | 0.32% | Add +0.2% | 23,068 | $1.1M |
| Harbour Investments, Inc. | 0.03% | Reduce -17.0% | 21,916 | $1.1M |
| Belpointe Asset Management LLC | 0.06% | New | 21,905 | $1.1M |
| Stifel Financial Corp. | 0.00% | Add +244.8% | 21,154 | $1.0M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +53.6% | 21,135 | $1.0M |
| Capital Investment Advisory Services, LLC | 0.10% | Add +1.4% | 20,750 | $1.0M |
| Janney Montgomery Scott LLC | 0.00% | Add +0.5% | 20,417 | $1.0M |
| Comerica Bank | 0.00% | Add +43.7% | 19,785 | $977K |
| Great Valley Advisor Group, Inc. | 0.02% | Add +1.1% | 19,639 | $970K |
| Atria Investments, Inc | 0.01% | Add +9.3% | 19,569 | $967K |
| Captrust Financial Advisors | 0.00% | Reduce -1.9% | 19,315 | $954K |
| Truist Financial Corp. | 0.00% | Add +39.1% | 18,931 | $935K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +38.6% | 18,918 | $935K |
| Orion Portfolio Solutions, LLC | 0.01% | Add +38.6% | 18,918 | $935K |
| Socha Financial Group, LLC | 0.40% | Add +3.1% | 18,854 | $931K |
| Brown Advisory Inc. | 0.00% | New | 18,755 | $926K |
| Boyd Wealth Management, LLC | 0.46% | Reduce -2.2% | 18,221 | $900K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +11.8% | 17,836 | $881K |
| Ashton Thomas Securities, LLC | 0.17% | Reduce -1.5% | 17,486 | $864K |
| Rockefeller Capital Management L.P. | 0.00% | Add +8.9% | 17,341 | $855K |
| Country Trust Bank | 0.02% | Reduce -1.7% | 16,789 | $829K |
| Prospera Financial Services Inc | 0.02% | Add +109.4% | 16,145 | $798K |
| Hobart Private Capital, LLC | 0.20% | Add +1.6% | 15,850 | $783K |
| Nations Financial Group Inc, /Ia/ | 0.05% | Reduce -0.7% | 14,565 | $720K |
| OneDigital Investment Advisors LLC | 0.01% | No change | 13,903 | $687K |
| Arbor Capital Management Inc. | 0.64% | Reduce -1.3% | 13,665 | $676K |
| Cary Street Partners Investment Advisory LLC | 0.02% | Add +16.7% | 13,018 | $643K |
| Sigma Planning Corp | 0.02% | Reduce -1.7% | 12,241 | $605K |
| Raymond James Trust N.A. | 0.01% | No change | 11,783 | $582K |
| IFG Advisory, LLC | 0.04% | Add +1.0% | 11,321 | $559K |
| AdvisorNet Financial, Inc | 0.04% | Add +1.8% | 11,218 | $554K |
| Summit Wealth Partners, LLC | 0.10% | Reduce -7.3% | 10,985 | $543K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +5.1% | 10,882 | $538K |
| WealthCare Investment Partners, LLC | 0.23% | Add +2.3% | 10,715 | $526K |
| Trustmark Bank Trust Department | 0.04% | Reduce -0.4% | 10,562 | $522K |
| Geneos Wealth Management Inc. | 0.02% | Add +14.8% | 10,551 | $521K |
| Sanctuary Advisors, LLC | 0.00% | Add +39.0% | 10,692 | $521K |
| Gladstone Institutional Advisory LLC | 0.02% | Reduce -10.4% | 10,299 | $509K |
| CFO4Life Group, LLC | 0.09% | No change | 10,288 | $508K |
| Citadel Advisors | 0.00% | New | 10,039 | $496K |
| Hedeker Wealth, LLC | 0.12% | No change | 9,420 | $465K |
| Mattern Wealth Management LLC | 0.10% | New | 9,412 | $465K |
| Integrated Wealth Concepts LLC | 0.01% | Add +3.5% | 9,063 | $448K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -14.9% | 8,440 | $417K |
| Wealthcare Advisory Partners LLC | 0.01% | No change | 8,400 | $415K |
| DHJJ Financial Advisors, Ltd. | 0.16% | Add +2.1% | 8,387 | $414K |
| Global Retirement Partners, LLC | 0.01% | Reduce -1.1% | 8,147 | $402K |
| SpiderRock Advisors, LLC | 0.01% | No change | 8,000 | $395K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +17.8% | 7,764 | $384K |
| Ameritas Advisory Services, LLC | 0.02% | Add +0.5% | 7,655 | $378K |
| Benjamin Edwards Inc. | 0.01% | Add +293.3% | 7,531 | $372K |
| Genesee Capital Advisors, LLC | 0.18% | Add +1.0% | 7,469 | $369K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -2.8% | 7,328 | $362K |
| Aurora Private Wealth, Inc. | 0.28% | Add +1.0% | 7,216 | $356K |
| US Bancorp \de | 0.00% | No change | 6,945 | $343K |
| Chicago Partners Investment Group LLC | 0.01% | Add +0.0% | 7,062 | $342K |
| Old Mission Capital LLC | 0.01% | New | 6,547 | $323K |
| Lokken Investment Group LLC | 0.13% | Add +5.0% | 6,272 | $310K |
| Oppenheimer & Co. Inc. | 0.00% | Add +12.3% | 6,063 | $300K |
| Xcel Wealth Management, LLC | 0.09% | No change | 6,000 | $296K |
| Waddell & Associates, LLC | 0.04% | No change | 5,920 | $292K |
| Core Wealth Partners LLC | 0.18% | New | 5,895 | $291K |
| Clear Creek Financial Management, LLC | 0.03% | Reduce -2.0% | 5,839 | $288K |
| B. Riley Wealth Advisors, Inc. | 0.01% | No change | 5,775 | $285K |
| FSB Premier Wealth Management, Inc. | 0.11% | New | 5,562 | $275K |
| Pineridge Advisors LLC | 0.10% | Reduce -14.7% | 5,453 | $269K |
| Virtue Capital Management, LLC | 0.05% | Reduce -46.9% | 5,379 | $266K |
| Advisory Services Network, LLC | 0.01% | No change | 5,383 | $260K |
| Insight Wealth Strategies, LLC | 0.03% | Reduce -51.9% | 5,155 | $255K |
| Level Four Advisory Services, LLC | 0.01% | Add +21.3% | 5,112 | $248K |
| Landmark Wealth Management, LLC | 0.10% | Add +2.2% | 4,803 | $237K |
| Householder Group Estate & Retirement Specialist, LLC | 0.07% | Reduce -76.7% | 4,772 | $235K |
| SeaCrest Wealth Management, LLC | 0.02% | New | 4,558 | $225K |
| Key Financial Inc | 0.05% | No change | 4,375 | $216K |
| Baird Financial Group, Inc. | 0.00% | New | 4,300 | $212K |
| Private Trust Co. NA | 0.02% | Add +4.9% | 4,250 | $210K |
| Silver Oak Securities, Incorporated | 0.02% | New | 4,242 | $209K |
| Mach-1 Financial Group, LLC | 0.13% | New | 4,129 | $204K |
| Westside Investment Management, Inc. | 0.03% | No change | 2,500 | $124K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -3.1% | 2,431 | $120K |
| Farmers & Merchants Investments Inc. | 0.00% | New | 2,200 | $109K |
| Tanglewood Legacy Advisors, LLC | 0.05% | No change | 2,100 | $104K |
| Stephens Consulting, LLC | 0.02% | Reduce -0.7% | 1,880 | $93K |
| Larson Financial Group LLC | 0.01% | New | 1,855 | $92K |
| FWL Investment Management, LLC | 0.02% | New | 1,171 | $58K |
| Creekmur Asset Management LLC | 0.01% | No change | 1,107 | $55K |
| Carmichael Hill & Associates, Inc. | 0.02% | No change | 1,028 | $51K |
| M&R Capital Management Inc. | 0.01% | Reduce -10.6% | 639 | $32K |
| Rothschild Investment LLC | 0.00% | No change | 625 | $31K |
| Coppell Advisory Solutions LLC | 0.00% | Reduce -10.0% | 461 | $23K |
| Cornerstone Planning Group LLC | 0.01% | Add +0.2% | 442 | $22K |
| Creative Financial Designs Inc. | 0.00% | No change | 302 | $15K |
| Pathway Financial Advisers, LLC | 0.00% | No change | 188 | $9K |
| Lanark Financial, Inc. | 0.00% | Add +2.1% | 145 | $7K |
| Capital Analysts, LLC | 0.00% | New | 42 | $2K |
| Barclays PLC | 0.00% | No change | 22 | $1K |
| Glen Eagle Advisors, LLC | 0.00% | New | 14 | $692 |
| CIBC Private Wealth Group LLC | 0.00% | No change | 3 | $148 |
"% 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.