First Trust Municipal High IFMHIETF
13F holders, Q4 2024 (December 31)176holders +18
24new positions
9sold out
1famous investor
$48.29avg. 13F price*
At the end of Q4 2024, 176 institutions reported holding First Trust Municipal High I (FMHI) in their 13F filings, up 18 from Q3 2024. 24 opened new positions and 9 sold out. The largest holders were Wealth Enhancement Advisory Services, LLC ($55.6M), Morgan Stanley ($52.5M) and LPL Financial LLC ($47.5M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 24 | $13.7M |
| Exits | 9 | $6.9M |
All 13F filers, Q3 2024 → Q4 2024: 1,136,666 shares bought and 677,463 shares sold, net +459,203 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 176 holders
| Wealth Enhancement Advisory Services, LLC | 0.11% | Reduce -24.3% | 1,151,317 | $55.6M |
| Morgan Stanley | 0.00% | Add +11.0% | 1,087,698 | $52.5M |
| LPL Financial LLC | 0.02% | Add +10.1% | 984,276 | $47.5M |
| Wells Fargo & Company | 0.01% | Add +6.1% | 700,256 | $33.8M |
| Bank of America Corp. | 0.00% | Add +9.6% | 671,953 | $32.4M |
| UBS Group AG | 0.00% | Add +22.6% | 398,266 | $19.2M |
| Citigroup Inc. | 0.02% | Add +17.4% | 386,664 | $18.7M |
| Raymond James Financial Inc. | 0.01% | — | 357,336 | $17.3M |
| Principle Wealth Partners LLC | 1.16% | Reduce -2.9% | 341,570 | $16.5M |
| Financial Partners Group, Inc | 1.73% | Add +3.9% | 244,826 | $11.8M |
| NewEdge Advisors, LLC | 0.06% | Add +15.3% | 210,955 | $10.2M |
| Cetera Investment Advisers | 0.02% | Add +13.1% | 190,730 | $9.2M |
| Manhattan West Asset Management, LLC | 2.30% | Add +5.3% | 176,136 | $8.5M |
| Atlas Private Wealth Advisors | 1.16% | Add +6.6% | 169,954 | $8.2M |
| SlateStone Wealth, LLC | 0.79% | Add +17.5% | 165,903 | $8.0M |
| EnRich Financial Partners LLC | 2.58% | Add +14.7% | 160,537 | $7.8M |
| HighTower Advisors, LLC | 0.01% | Reduce -10.5% | 154,193 | $7.4M |
| Royal Bank of Canada | 0.00% | Add +15.7% | 146,387 | $7.1M |
| JPMorgan Chase & Co. | 0.00% | Add +30.3% | 138,457 | $6.7M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +16.0% | 123,008 | $5.9M |
| Meeder Advisory Services, Inc. | 0.31% | Add +9.3% | 103,792 | $5.0M |
| Crumly & Associates Inc. | 1.35% | Reduce -6.2% | 102,791 | $5.0M |
| Hughes Financial Services, LLC | 0.96% | — | 97,019 | $4.7M |
| MML Investors Services, LLC | 0.02% | Add +2.4% | 94,472 | $4.6M |
| Cyndeo Wealth Partners, LLC | 0.29% | Add +2.3% | 88,070 | $4.3M |
| Cornerstone Wealth Management, LLC | 0.24% | Add +3.2% | 74,067 | $3.6M |
| Private Advisor Group, LLC | 0.02% | Reduce -8.8% | 73,569 | $3.6M |
| MBL Wealth, LLC | 0.35% | Add +2.3% | 73,025 | $3.5M |
| Visionary Wealth Advisors | 0.21% | Add +24.0% | 72,616 | $3.5M |
| Stephens Inc. | 0.05% | Reduce -2.0% | 68,509 | $3.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +1.8% | 65,426 | $3.2M |
| Osaic Holdings, Inc. | 0.01% | Reduce -21.3% | 62,587 | $3.0M |
| RFG Advisory, LLC | 0.08% | Add +61.5% | 61,850 | $3.0M |
| Platform Technology Partners | 0.88% | Add +1.4% | 60,329 | $2.9M |
| Stewardship Advisors, LLC | 0.78% | Add +6.4% | 58,036 | $2.8M |
| Rockland Trust Co. | 0.14% | Reduce -12.0% | 56,931 | $2.7M |
| Avantax Advisory Services, Inc. | 0.02% | Add +94.6% | 56,001 | $2.7M |
| GSG Advisors LLC | 0.84% | Add +5.8% | 55,165 | $2.7M |
| Cwm, LLC | 0.01% | Add +126.6% | 54,746 | $2.6M |
| Commonwealth Equity Services, LLC | 0.00% | Add +16.6% | 54,181 | $2.6M |
| Bank of New York Mellon Corp | 0.00% | Reduce -3.5% | 50,816 | $2.5M |
| Financial Advocates Investment Management | 0.14% | Reduce -7.6% | 50,348 | $2.4M |
| First Horizon Advisors, Inc. | 0.07% | New | 49,500 | $2.4M |
| Equitable Holdings, Inc. | 0.02% | Add +5.8% | 48,210 | $2.3M |
| Advisory Resource Group | 0.47% | Add +3.7% | 45,719 | $2.2M |
| Jane Street Group, LLC | 0.00% | Reduce -33.8% | 44,179 | $2.1M |
| Kestra Advisory Services, LLC | 0.01% | Add +12.5% | 44,163 | $2.1M |
| D.A. Davidson & Co. | 0.02% | Add +1.3% | 44,153 | $2.1M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -19.5% | 37,749 | $1.8M |
| Martin Worley Group | 1.14% | — | 37,694 | $1.8M |
| Perissos Private Wealth Management, LLC | 1.24% | Reduce -0.4% | 34,266 | $1.7M |
| Evergreen Private Wealth LLC | 0.76% | Add +10.2% | 33,521 | $1.6M |
| Mutual Advisors, LLC | 0.04% | Add +1.7% | 32,123 | $1.5M |
| Sowell Financial Services LLC | 0.08% | New | 31,400 | $1.5M |
| Per Stirling Capital Management, LLC. | 0.21% | Add +9.1% | 30,253 | $1.5M |
| Traction Financial Partners, LLC | 1.09% | Add +3.6% | 29,056 | $1.4M |
| Flagstar Securities, Inc. | 0.35% | Add +0.7% | 28,975 | $1.4M |
| Triton Wealth Management, PLLC | 0.69% | Reduce -2.6% | 27,851 | $1.3M |
| Concurrent Investment Advisors, LLC | 0.04% | Add +3.0% | 27,520 | $1.3M |
| Truist Financial Corp. | 0.00% | Add +38.6% | 26,239 | $1.3M |
| Integrated Wealth Concepts LLC | 0.01% | Add +188.3% | 26,127 | $1.3M |
| Stifel Financial Corp. | 0.00% | Add +22.0% | 25,808 | $1.2M |
| IFP Advisors, Inc | 0.04% | Add +6.3% | 25,623 | $1.2M |
| ShoreHaven Wealth Partners, LLC | 0.58% | Reduce -12.9% | 25,533 | $1.2M |
| High Net Worth Advisory Group LLC | 0.34% | Add +8.9% | 25,119 | $1.2M |
| Hobart Private Capital, LLC | 0.29% | Add +53.2% | 24,276 | $1.2M |
| Citadel Advisors | 0.00% | Add +138.5% | 23,946 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | New | 23,420 | $1.1M |
| Great Valley Advisor Group, Inc. | 0.02% | Add +15.5% | 22,685 | $1.1M |
| Flow Traders U.S. LLC | 0.04% | New | 22,455 | $1.1M |
| Belpointe Asset Management LLC | 0.06% | No change | 21,905 | $1.1M |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -1.6% | 20,792 | $1.0M |
| Comerica Bank | 0.00% | Add +0.3% | 19,847 | $958K |
| Capital Investment Advisory Services, LLC | 0.09% | Reduce -4.5% | 19,825 | $957K |
| Atria Investments, Inc | 0.01% | Add +0.0% | 19,574 | $945K |
| Ashton Thomas Securities, LLC | 0.26% | Add +11.6% | 19,513 | $942K |
| Captrust Financial Advisors | 0.00% | Reduce -0.4% | 19,230 | $929K |
| Boyd Wealth Management, LLC | 0.44% | Add +1.5% | 18,492 | $893K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -10.0% | 18,377 | $887K |
| OneAscent Financial Services LLC | 0.07% | New | 18,100 | $874K |
| Country Trust Bank | 0.02% | Add +5.1% | 17,652 | $852K |
| Nwam LLC | 0.05% | New | 17,143 | $828K |
| Prospera Financial Services Inc | 0.02% | Add +5.5% | 17,038 | $823K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -15.0% | 16,078 | $776K |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -15.0% | 16,078 | $776K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -9.1% | 15,760 | $761K |
| Nations Financial Group Inc, /Ia/ | 0.05% | Add +1.7% | 14,815 | $715K |
| Summit Wealth Partners, LLC | 0.14% | Add +31.7% | 14,465 | $699K |
| CreativeOne Wealth, LLC | 0.02% | New | 14,463 | $698K |
| OneDigital Investment Advisors LLC | 0.01% | Add +3.0% | 14,318 | $691K |
| Arbor Capital Management Inc. | 0.66% | Add +1.4% | 13,852 | $670K |
| Brown Advisory Inc. | 0.00% | Reduce -28.7% | 13,366 | $645K |
| Harbour Investments, Inc. | 0.02% | Reduce -39.3% | 13,300 | $642K |
| Allworth Financial LP | 0.00% | New | 13,257 | $640K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -28.4% | 12,768 | $617K |
| Cary Street Partners Financial LLC | 0.02% | — | 12,509 | $604K |
| 1900 Wealth Management LLC | 0.05% | New | 12,405 | $599K |
| Boyce & Associates Wealth Consulting, Inc. | 0.61% | New | 12,396 | $599K |
| Sigma Planning Corp | 0.02% | Add +0.2% | 12,269 | $592K |
| Gladstone Institutional Advisory LLC | 0.03% | Add +17.4% | 12,088 | $584K |
| Independent Advisor Alliance | 0.01% | New | 11,961 | $578K |
| AdvisorNet Financial, Inc | 0.05% | Add +4.3% | 11,699 | $565K |
| IFG Advisory, LLC | 0.03% | Add +1.0% | 11,436 | $552K |
| Sanctuary Advisors, LLC | 0.00% | Add +2.8% | 10,995 | $532K |
| Advyzon Investment Management, LLC | 0.20% | — | 10,961 | $529K |
| WealthCare Investment Partners, LLC | 0.23% | Add +0.2% | 10,738 | $519K |
| Trustmark Bank Trust Department | 0.04% | No change | 10,562 | $510K |
| Sagespring Wealth Partners, LLC | 0.01% | — | 10,349 | $500K |
| International Assets Investment Management, LLC | 0.04% | New | 10,157 | $491K |
| Geneos Wealth Management Inc. | 0.02% | Reduce -3.6% | 10,170 | $491K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -11.8% | 9,596 | $463K |
| Dynasty Wealth Management, LLC | 0.01% | New | 9,517 | $460K |
| Advisory Services Network, LLC | 0.01% | Add +76.6% | 9,508 | $459K |
| Hedeker Wealth, LLC | 0.11% | Add +0.6% | 9,472 | $457K |
| Mattern Wealth Management LLC | 0.10% | No change | 9,412 | $455K |
| DHJJ Financial Advisors, Ltd. | 0.16% | Add +0.3% | 8,408 | $406K |
| Wealthcare Advisory Partners LLC | 0.01% | No change | 8,400 | $406K |
| Benjamin Edwards Inc. | 0.01% | Add +10.0% | 8,285 | $400K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +6.1% | 8,236 | $398K |
| Global Retirement Partners, LLC | 0.01% | Add +1.0% | 8,228 | $397K |
| BlackRock, Inc. | 0.00% | New | 8,000 | $386K |
| US Bancorp \de | 0.00% | Add +14.7% | 7,963 | $385K |
| Bison Wealth, LLC | 0.05% | — | 7,859 | $380K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -8.7% | 7,703 | $372K |
| Genesee Capital Advisors, LLC | 0.17% | Add +1.0% | 7,544 | $364K |
| Aurora Private Wealth, Inc. | 0.26% | Add +1.0% | 7,289 | $352K |
| Chicago Partners Investment Group LLC | 0.01% | Reduce -2.5% | 6,884 | $332K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -11.5% | 6,775 | $327K |
| Socha Financial Group, LLC | 0.14% | Reduce -66.1% | 6,386 | $308K |
| Lokken Investment Group LLC | 0.13% | No change | 6,272 | $303K |
| Seamount Financial Group Inc. | 0.21% | New | 6,248 | $302K |
| CFO4Life Group, LLC | 0.05% | Reduce -39.5% | 6,221 | $300K |
| Altus Wealth Group LLC | 0.13% | New | 6,148 | $297K |
| Oppenheimer & Co. Inc. | 0.00% | No change | 6,063 | $293K |
| Xcel Wealth Management, LLC | 0.08% | No change | 6,000 | $290K |
| Two Sigma Securities, LLC | 0.05% | New | 5,961 | $288K |
| Baird Financial Group, Inc. | 0.00% | Add +34.9% | 5,800 | $280K |
| B. Riley Wealth Advisors, Inc. | 0.01% | No change | 5,775 | $279K |
| Curran Financial Partners, LLC | 0.07% | New | 5,721 | $276K |
| Waddell & Associates, LLC | 0.03% | Reduce -5.9% | 5,570 | $269K |
| FSB Premier Wealth Management, Inc. | 0.10% | Reduce -3.3% | 5,379 | $260K |
| Clear Creek Financial Management, LLC | 0.03% | Reduce -8.8% | 5,328 | $257K |
| Insight Wealth Strategies, LLC | 0.03% | Add +0.3% | 5,173 | $250K |
| Westside Investment Management, Inc. | 0.05% | Add +100.0% | 5,000 | $241K |
| Private Trust Co. NA | 0.02% | Add +16.0% | 4,930 | $238K |
| Landmark Wealth Management, LLC | 0.11% | Add +2.5% | 4,924 | $238K |
| Level Four Advisory Services, LLC | 0.01% | Reduce -6.6% | 4,774 | $231K |
| Silver Oak Securities, Incorporated | 0.02% | Add +9.4% | 4,641 | $224K |
| SeaCrest Wealth Management, LLC | 0.02% | No change | 4,558 | $220K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -39.2% | 4,453 | $215K |
| Key Financial Inc | 0.05% | No change | 4,375 | $211K |
| Core Wealth Partners LLC | 0.12% | Reduce -27.4% | 4,280 | $207K |
| Larson Financial Group LLC | 0.01% | Add +105.0% | 3,803 | $184K |
| Pineridge Advisors LLC | 0.07% | Reduce -30.9% | 3,767 | $182K |
| AE Wealth Management LLC | 0.00% | New | 2,874 | $139K |
| Synergy Investment Management, LLC | 0.05% | — | 2,559 | $124K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 2,200 | $106K |
| Tanglewood Legacy Advisors, LLC | 0.04% | No change | 2,100 | $101K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -16.7% | 2,024 | $98K |
| Stephens Consulting, LLC | 0.02% | Add +0.4% | 1,887 | $91K |
| Duncker Streett & Co. Inc. | 0.01% | New | 1,392 | $67K |
| MAI Capital Management | 0.00% | New | 1,298 | $63K |
| Coppell Advisory Solutions LLC | 0.01% | Add +180.5% | 1,293 | $62K |
| FWL Investment Management, LLC | 0.02% | No change | 1,171 | $57K |
| Creekmur Asset Management LLC | 0.01% | No change | 1,107 | $53K |
| Creative Financial Designs Inc. | 0.00% | Add +187.4% | 868 | $42K |
| Rothschild Investment LLC | 0.00% | No change | 625 | $30K |
| Tucker Asset Management LLC | 0.01% | New | 465 | $22K |
| Cornerstone Planning Group LLC | 0.01% | Add +1.1% | 447 | $22K |
| MPWM Advisory Solutions, LLC | 0.01% | — | 276 | $13K |
| Principal Securities, Inc. | 0.00% | New | 234 | $11K |
| Golden State Wealth Management, LLC | 0.00% | — | 225 | $11K |
| Pathway Financial Advisers, LLC | 0.00% | No change | 188 | $9K |
| Capital Analysts, LLC | 0.00% | Reduce -71.4% | 12 | $1K |
| TD Capital Management LLC | 0.00% | New | 13 | $634 |
| CIBC Private Wealth Group LLC | 0.00% | No change | 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.