First Trust Municipal High IFMHIETF
13F holders, Q1 2025 (March 31)171holders −5
9new positions
13sold out
1famous investor
$47.79avg. 13F price*
At the end of Q1 2025, 171 institutions reported holding First Trust Municipal High I (FMHI) in their 13F filings, down 5 from Q4 2024. 9 opened new positions and 13 sold out. The largest holders were Wealth Enhancement Advisory Services, LLC ($62.3M), Morgan Stanley ($61.8M) and LPL Financial LLC ($46.8M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- First Trust Municipal High I
- CUSIP
- 33739P301
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $16.7M |
| Exits | 13 | $5.9M |
All 13F filers, Q4 2024 → Q1 2025: 1,393,607 shares bought and 589,409 shares sold, net +804,198 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 171 holders
| Wealth Enhancement Advisory Services, LLC | 0.12% | Add +13.2% | 1,303,252 | $62.3M |
| Morgan Stanley | 0.00% | Add +18.9% | 1,293,211 | $61.8M |
| LPL Financial LLC | 0.02% | Reduce -0.6% | 978,176 | $46.8M |
| Wells Fargo & Company | 0.01% | Add +10.3% | 772,560 | $36.9M |
| Bank of America Corp. | 0.00% | Add +6.3% | 714,550 | $34.2M |
| UBS Group AG | 0.00% | Add +1.3% | 403,236 | $19.3M |
| Citigroup Inc. | 0.01% | Reduce -0.8% | 383,724 | $18.3M |
| Principle Wealth Partners LLC | 1.08% | Reduce -7.1% | 317,181 | $15.2M |
| Financial Partners Group, Inc | 1.85% | Add +2.6% | 251,112 | $12.0M |
| NewEdge Advisors, LLC | 0.07% | Add +13.0% | 238,344 | $11.4M |
| Raymond James Financial Inc. | 0.00% | Reduce -34.6% | 233,824 | $11.2M |
| SlateStone Wealth, LLC | 1.12% | Add +40.5% | 233,078 | $11.1M |
| Ocean Park Asset Management, LLC | 0.35% | New | 208,500 | $10.0M |
| Cetera Investment Advisers | 0.02% | Add +6.9% | 203,823 | $9.7M |
| Manhattan West Asset Management, LLC | 2.35% | Add +9.6% | 193,076 | $9.2M |
| HighTower Advisors, LLC | 0.01% | Add +24.3% | 191,717 | $9.2M |
| EnRich Financial Partners LLC | 2.66% | Add +3.0% | 165,438 | $7.9M |
| JPMorgan Chase & Co. | 0.00% | Add +6.0% | 146,712 | $7.0M |
| Atlas Private Wealth Advisors | 0.97% | Reduce -14.1% | 146,065 | $7.0M |
| Royal Bank of Canada | 0.00% | Reduce -4.8% | 139,418 | $6.7M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +9.1% | 134,146 | $6.4M |
| Rockefeller Capital Management L.P. | 0.01% | Add +701.8% | 126,357 | $6.0M |
| Meeder Advisory Services, Inc. | 0.33% | Add +12.0% | 116,264 | $5.6M |
| Osaic Holdings, Inc. | 0.01% | Add +67.8% | 105,042 | $5.0M |
| MML Investors Services, LLC | 0.02% | Add +6.1% | 100,198 | $4.8M |
| Crumly & Associates Inc. | 1.28% | Reduce -5.5% | 97,108 | $4.6M |
| Hughes Financial Services, LLC | 0.91% | Reduce -0.5% | 96,535 | $4.6M |
| Cyndeo Wealth Partners, LLC | 0.30% | Add +8.2% | 95,278 | $4.6M |
| Private Advisor Group, LLC | 0.02% | Add +13.7% | 83,609 | $4.0M |
| Cwm, LLC | 0.01% | Add +42.8% | 78,168 | $3.7M |
| Cornerstone Wealth Management, LLC | 0.24% | Add +0.6% | 74,504 | $3.6M |
| Stewardship Advisors, LLC | 0.96% | Add +27.5% | 73,974 | $3.5M |
| Commonwealth Equity Services, LLC | 0.01% | Add +35.9% | 73,652 | $3.5M |
| MBL Wealth, LLC | 0.35% | Reduce -1.5% | 71,955 | $3.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +5.8% | 69,248 | $3.3M |
| Stephens Inc. | 0.05% | No change | 68,509 | $3.3M |
| Visionary Wealth Advisors | 0.18% | Reduce -15.6% | 61,263 | $2.9M |
| Platform Technology Partners | 0.83% | Reduce -1.7% | 59,329 | $2.8M |
| Rockland Trust Co. | 0.13% | Reduce -6.1% | 53,463 | $2.6M |
| Equitable Holdings, Inc. | 0.02% | Add +6.8% | 51,485 | $2.5M |
| GSG Advisors LLC | 0.79% | Reduce -6.3% | 51,716 | $2.4M |
| First Horizon Advisors, Inc. | 0.07% | No change | 49,500 | $2.4M |
| Advisory Resource Group | 0.48% | Add +8.0% | 49,365 | $2.4M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -13.6% | 48,414 | $2.3M |
| Old Mission Capital LLC | 0.04% | New | 46,634 | $2.2M |
| Bank of New York Mellon Corp | 0.00% | Reduce -12.8% | 44,332 | $2.1M |
| Martin Worley Group | 1.13% | Add +10.0% | 41,472 | $2.0M |
| D.A. Davidson & Co. | 0.02% | Reduce -6.9% | 41,092 | $2.0M |
| Peapack Gladstone Financial Corp. | 0.03% | New | 37,784 | $1.8M |
| Great Valley Advisor Group, Inc. | 0.04% | Add +65.0% | 37,439 | $1.8M |
| ShoreHaven Wealth Partners, LLC | 0.83% | Add +42.7% | 36,429 | $1.7M |
| Financial Advocates Investment Management | 0.12% | Reduce -31.3% | 34,577 | $1.7M |
| Perissos Private Wealth Management, LLC | 1.50% | Add +0.6% | 34,483 | $1.6M |
| Truist Financial Corp. | 0.00% | Add +29.6% | 34,004 | $1.6M |
| Evergreen Private Wealth LLC | 0.76% | Add +1.4% | 34,004 | $1.6M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -25.6% | 32,866 | $1.6M |
| Mutual Advisors, LLC | 0.04% | Add +4.2% | 33,470 | $1.6M |
| Sowell Financial Services LLC | 0.07% | Add +0.7% | 31,620 | $1.5M |
| Flagstar Securities, Inc. | 0.36% | Add +1.0% | 29,269 | $1.4M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +39.3% | 28,953 | $1.4M |
| Concurrent Investment Advisors, LLC | 0.03% | Add +1.1% | 27,810 | $1.3M |
| IFP Advisors, Inc | 0.04% | Add +3.4% | 26,488 | $1.3M |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -1.3% | 25,780 | $1.2M |
| Hobart Private Capital, LLC | 0.31% | Add +5.5% | 25,624 | $1.2M |
| Nwam LLC | 0.10% | Add +44.5% | 24,777 | $1.2M |
| Janney Montgomery Scott LLC | 0.00% | Add +24.7% | 22,915 | $1.1M |
| Prospera Financial Services Inc | 0.03% | Add +34.4% | 22,902 | $1.1M |
| High Net Worth Advisory Group LLC | 0.30% | Reduce -12.2% | 22,064 | $1.1M |
| Stifel Financial Corp. | 0.00% | Reduce -15.5% | 21,798 | $1.0M |
| Comerica Bank | 0.00% | Add +7.7% | 21,384 | $1.0M |
| Plan Group Financial, LLC | 0.36% | New | 21,198 | $1.0M |
| Ashton Thomas Securities, LLC | 0.27% | Add +3.6% | 20,215 | $966K |
| Atria Investments, Inc | 0.01% | Reduce -2.9% | 19,000 | $908K |
| Captrust Financial Advisors | 0.00% | Reduce -2.4% | 18,775 | $898K |
| OneAscent Financial Services LLC | 0.06% | Reduce -0.3% | 18,049 | $863K |
| Traction Financial Partners, LLC | 0.66% | Reduce -39.2% | 17,659 | $844K |
| Capital Investment Advisory Services, LLC | 0.07% | Reduce -11.5% | 17,550 | $839K |
| Belpointe Asset Management LLC | 0.04% | Reduce -21.9% | 17,110 | $818K |
| Nations Financial Group Inc, /Ia/ | 0.06% | Add +11.8% | 16,565 | $792K |
| Boyce & Associates Wealth Consulting, Inc. | 0.79% | Add +32.7% | 16,446 | $786K |
| Boyd Wealth Management, LLC | 0.39% | Reduce -11.9% | 16,297 | $779K |
| Country Trust Bank | 0.02% | Reduce -8.7% | 16,116 | $770K |
| Seamount Financial Group Inc. | 0.49% | Add +140.6% | 15,034 | $719K |
| Arbor Capital Management Inc. | 0.69% | Add +7.0% | 14,822 | $711K |
| Summit Wealth Partners, LLC | 0.14% | No change | 14,465 | $692K |
| OneDigital Investment Advisors LLC | 0.01% | No change | 14,318 | $684K |
| Synergy Investment Management, LLC | 0.28% | Add +441.0% | 13,844 | $662K |
| Harbour Investments, Inc. | 0.02% | Add +3.4% | 13,747 | $657K |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -64.0% | 13,569 | $649K |
| Jane Street Group, LLC | 0.00% | Reduce -70.0% | 13,253 | $634K |
| Cary Street Partners Financial LLC | 0.02% | Add +5.3% | 13,167 | $629K |
| Allworth Financial LP | 0.00% | No change | 13,257 | $614K |
| Marshall Financial Group, LLC | 0.13% | New | 12,789 | $611K |
| AdvisorNet Financial, Inc | 0.05% | Add +8.6% | 12,703 | $607K |
| Sanctuary Advisors, LLC | 0.00% | Add +13.9% | 12,520 | $599K |
| 1900 Wealth Management LLC | 0.05% | No change | 12,405 | $593K |
| CreativeOne Wealth, LLC | 0.02% | Reduce -14.4% | 12,384 | $592K |
| Gladstone Institutional Advisory LLC | 0.03% | Reduce -2.4% | 11,796 | $564K |
| IFG Advisory, LLC | 0.03% | Add +1.0% | 11,550 | $552K |
| Sigma Planning Corp | 0.02% | Reduce -9.6% | 11,092 | $530K |
| Curran Financial Partners, LLC | 0.13% | Add +90.0% | 10,873 | $520K |
| Advyzon Investment Management, LLC | 0.18% | Reduce -2.5% | 10,693 | $511K |
| Geneos Wealth Management Inc. | 0.02% | Add +2.2% | 10,394 | $497K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +7.1% | 10,276 | $491K |
| WealthCare Investment Partners, LLC | 0.21% | Reduce -1.3% | 10,599 | $489K |
| Advisory Services Network, LLC | 0.01% | Add +6.5% | 10,122 | $484K |
| Hedeker Wealth, LLC | 0.13% | Add +3.6% | 9,809 | $469K |
| Trustmark Bank Trust Department | 0.03% | Reduce -9.0% | 9,612 | $460K |
| Sagespring Wealth Partners, LLC | 0.01% | Reduce -12.7% | 9,035 | $432K |
| Dynasty Wealth Management, LLC | 0.01% | Reduce -5.1% | 9,034 | $432K |
| Arax Advisory Partners | 0.03% | New | 8,848 | $423K |
| International Assets Investment Management, LLC | 0.04% | Reduce -16.7% | 8,457 | $404K |
| Wealthcare Advisory Partners LLC | 0.01% | No change | 8,400 | $402K |
| Brown Advisory Inc. | 0.00% | Reduce -38.7% | 8,199 | $392K |
| DHJJ Financial Advisors, Ltd. | 0.16% | Reduce -3.5% | 8,114 | $388K |
| Mattern Wealth Management LLC | 0.09% | Reduce -14.5% | 8,050 | $385K |
| BlackRock, Inc. | 0.00% | No change | 8,000 | $382K |
| US Bancorp \de | 0.00% | No change | 7,963 | $381K |
| AQR Capital Management | 0.00% | New | 7,885 | $377K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -51.4% | 7,819 | $374K |
| Orion Portfolio Solutions, LLC | 0.00% | Reduce -51.4% | 7,819 | $374K |
| Genesee Capital Advisors, LLC | 0.18% | Add +0.6% | 7,589 | $363K |
| Aurora Private Wealth, Inc. | 0.28% | Add +1.0% | 7,363 | $352K |
| RFG Advisory, LLC | 0.01% | Reduce -88.1% | 7,343 | $351K |
| Bison Wealth, LLC | 0.03% | Reduce -9.8% | 7,086 | $339K |
| Chicago Partners Investment Group LLC | 0.01% | Add +2.0% | 7,025 | $329K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -11.3% | 6,836 | $327K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -1.2% | 6,696 | $323K |
| Altus Wealth Group LLC | 0.15% | Add +9.1% | 6,707 | $321K |
| Level Four Advisory Services, LLC | 0.01% | Add +39.6% | 6,665 | $319K |
| CFO4Life Group, LLC | 0.05% | No change | 6,221 | $297K |
| Per Stirling Capital Management, LLC. | 0.04% | Reduce -80.1% | 6,033 | $288K |
| AE Wealth Management LLC | 0.00% | Add +109.1% | 6,009 | $287K |
| Xcel Wealth Management, LLC | 0.09% | No change | 6,000 | $287K |
| Baird Financial Group, Inc. | 0.00% | Add +2.6% | 5,950 | $284K |
| B. Riley Wealth Advisors, Inc. | 0.01% | No change | 5,775 | $276K |
| Lokken Investment Group LLC | 0.11% | Reduce -9.9% | 5,648 | $270K |
| Waddell & Associates, LLC | 0.03% | No change | 5,570 | $266K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -9.1% | 5,513 | $264K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -57.1% | 5,478 | $262K |
| FSB Premier Wealth Management, Inc. | 0.10% | No change | 5,379 | $257K |
| Landmark Wealth Management, LLC | 0.11% | Add +8.9% | 5,361 | $256K |
| Private Trust Co. NA | 0.03% | Add +5.5% | 5,201 | $249K |
| Clear Creek Financial Management, LLC | 0.03% | Reduce -3.9% | 5,123 | $245K |
| Westside Investment Management, Inc. | 0.05% | No change | 5,000 | $239K |
| StoneX Group Inc. | 0.01% | New | 4,966 | $237K |
| SeaCrest Wealth Management, LLC | 0.02% | No change | 4,558 | $218K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -0.8% | 4,415 | $211K |
| Insight Wealth Strategies, LLC | 0.03% | Reduce -15.1% | 4,392 | $210K |
| Key Financial Inc | 0.05% | No change | 4,375 | $209K |
| Pineridge Advisors LLC | 0.07% | Add +1.0% | 3,805 | $182K |
| Larson Financial Group LLC | 0.01% | Reduce -27.0% | 2,776 | $133K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 2,200 | $105K |
| Tanglewood Legacy Advisors, LLC | 0.04% | No change | 2,100 | $100K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -3.9% | 1,945 | $93K |
| Stephens Consulting, LLC | 0.02% | Reduce -3.3% | 1,824 | $87K |
| Capital Analysts, LLC | 0.00% | Add +12025.0% | 1,455 | $70K |
| Duncker Streett & Co. Inc. | 0.01% | No change | 1,392 | $67K |
| MAI Capital Management | 0.00% | No change | 1,298 | $62K |
| Creekmur Asset Management LLC | 0.01% | No change | 1,107 | $53K |
| Creative Financial Designs Inc. | 0.00% | No change | 868 | $41K |
| Rothschild Investment LLC | 0.00% | No change | 625 | $30K |
| FWL Investment Management, LLC | 0.01% | Reduce -53.4% | 546 | $26K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -26.6% | 328 | $15K |
| MPWM Advisory Solutions, LLC | 0.01% | No change | 276 | $13K |
| Principal Securities, Inc. | 0.00% | No change | 234 | $11K |
| Golden State Wealth Management, LLC | 0.00% | No change | 225 | $11K |
| Lanark Financial, Inc. | 0.00% | — | 145 | $6K |
| TD Capital Management LLC | 0.00% | No change | 13 | $634 |
| CIBC Private Wealth Group LLC | 0.00% | No change | 3 | $139 |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 1 | $48 |
"% 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.