First Trust Municipal High IFMHIETF
13F holders, Q2 2025 (June 30)175holders +4
18new positions
16sold out
2famous investors
$46.73avg. 13F price*
At the end of Q2 2025, 175 institutions reported holding First Trust Municipal High I (FMHI) in their 13F filings, up 4 from Q1 2025. 18 opened new positions and 16 sold out. The largest holders were Wealth Enhancement Advisory Services, LLC ($68.7M), Morgan Stanley ($53.3M) and LPL Financial LLC ($42.8M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $14.5M |
| Exits | 16 | $10.5M |
All 13F filers, Q1 2025 → Q2 2025: 1,279,960 shares bought and 1,444,764 shares sold, net −164,804 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 175 holders
| Wealth Enhancement Advisory Services, LLC | 0.11% | Add +12.7% | 1,468,443 | $68.7M |
| Morgan Stanley | 0.00% | Reduce -11.7% | 1,142,047 | $53.3M |
| LPL Financial LLC | 0.01% | Reduce -6.2% | 917,298 | $42.8M |
| Wells Fargo & Company | 0.01% | Add +7.3% | 828,835 | $38.7M |
| Citigroup Inc. | 0.01% | Add +3.7% | 397,988 | $18.6M |
| Meeder Advisory Services, Inc. | 0.96% | Add +240.6% | 395,980 | $18.5M |
| Bank of America Corp. | 0.00% | Reduce -45.0% | 392,817 | $18.3M |
| UBS Group AG | 0.00% | Reduce -7.3% | 373,838 | $17.5M |
| Principle Wealth Partners LLC | 0.86% | Reduce -6.8% | 295,682 | $13.8M |
| NewEdge Advisors, LLC | 0.07% | Add +13.8% | 271,231 | $12.7M |
| SlateStone Wealth, LLC | 1.13% | Add +10.6% | 257,873 | $12.0M |
| Raymond James Financial Inc. | 0.00% | Reduce -2.2% | 228,646 | $10.7M |
| Ocean Park Asset Management, LLC | 0.35% | No change | 208,500 | $10.0M |
| Manhattan West Asset Management, LLC | 2.23% | Add +6.7% | 206,049 | $9.6M |
| Cetera Investment Advisers | 0.02% | Reduce -0.6% | 202,682 | $9.5M |
| Financial Partners Group, Inc | 1.18% | Reduce -27.5% | 182,025 | $8.5M |
| EnRich Financial Partners LLC | 2.41% | Add +1.6% | 168,173 | $7.9M |
| Royal Bank of Canada | 0.00% | Add +19.4% | 166,499 | $7.8M |
| Atlas Private Wealth Advisors | 0.82% | Reduce -6.2% | 137,015 | $6.4M |
| Jane Street Group, LLC | 0.01% | Add +888.7% | 131,035 | $6.1M |
| Osaic Holdings, Inc. | 0.01% | Add +20.2% | 126,231 | $5.9M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -1.4% | 124,595 | $5.8M |
| MML Investors Services, LLC | 0.01% | Add +1.4% | 101,612 | $4.7M |
| Cwm, LLC | 0.02% | Add +22.0% | 95,386 | $4.5M |
| Cyndeo Wealth Partners, LLC | 0.26% | No change | 95,278 | $4.4M |
| HighTower Advisors, LLC | 0.01% | Reduce -50.7% | 94,508 | $4.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -36.8% | 92,801 | $4.3M |
| Flow Traders U.S. LLC | 0.15% | New | 84,922 | $4.0M |
| Cornerstone Wealth Management, LLC | 0.24% | Add +11.6% | 83,174 | $3.9M |
| Equitable Holdings, Inc. | 0.03% | Add +51.4% | 77,963 | $3.6M |
| Private Advisor Group, LLC | 0.02% | Reduce -11.6% | 73,941 | $3.5M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -45.8% | 72,761 | $3.4M |
| MBL Wealth, LLC | 0.32% | Add +0.9% | 72,600 | $3.4M |
| Stewardship Advisors, LLC | 0.86% | Reduce -2.0% | 72,483 | $3.4M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -3.8% | 70,886 | $3.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +2.3% | 70,809 | $3.3M |
| Stephens Inc. | 0.04% | No change | 68,509 | $3.2M |
| Vise Technologies, Inc. | 0.12% | — | 64,700 | $3.0M |
| Crumly & Associates Inc. | 0.69% | Reduce -37.6% | 60,566 | $2.8M |
| AJ Advisors, LLC | 1.23% | New | 59,098 | $2.8M |
| Avantax Advisory Services, Inc. | 0.01% | Add +20.3% | 58,243 | $2.7M |
| Visionary Wealth Advisors | 0.14% | Reduce -7.1% | 56,929 | $2.7M |
| Martin Worley Group | 1.24% | Add +31.1% | 54,388 | $2.5M |
| First Horizon Advisors, Inc. | 0.06% | No change | 49,500 | $2.3M |
| Platform Technology Partners | 0.60% | Reduce -16.7% | 49,407 | $2.3M |
| Ashton Thomas Securities, LLC | 0.55% | Add +139.5% | 48,416 | $2.3M |
| Daymark Wealth Partners, LLC | 0.08% | New | 47,587 | $2.2M |
| Rockland Trust Co. | 0.11% | Reduce -11.1% | 47,519 | $2.2M |
| GSG Advisors LLC | 0.64% | Reduce -9.3% | 46,931 | $2.2M |
| EWG Elevate Inc. | 0.66% | New | 46,001 | $2.1M |
| D.A. Davidson & Co. | 0.01% | Add +7.1% | 44,016 | $2.1M |
| Truist Financial Corp. | 0.00% | Add +24.1% | 42,212 | $2.0M |
| Bank of New York Mellon Corp | 0.00% | Reduce -5.2% | 42,035 | $2.0M |
| Kestra Advisory Services, LLC | 0.01% | Add +2.7% | 33,756 | $1.6M |
| Evergreen Private Wealth LLC | 0.66% | Reduce -0.7% | 33,756 | $1.6M |
| Mutual Advisors, LLC | 0.04% | Add +2.1% | 34,174 | $1.6M |
| Plan Group Financial, LLC | 0.50% | Add +54.5% | 32,747 | $1.5M |
| IFP Advisors, Inc | 0.04% | Add +23.3% | 32,656 | $1.5M |
| Sowell Financial Services LLC | 0.06% | Add +0.7% | 31,853 | $1.5M |
| Financial Advocates Investment Management | 0.12% | Reduce -12.2% | 30,367 | $1.4M |
| Arax Advisory Partners | 0.06% | Add +221.5% | 28,445 | $1.3M |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -2.2% | 28,311 | $1.3M |
| Oppenheimer & Co. Inc. | 0.02% | Add +383.5% | 26,655 | $1.2M |
| ShoreHaven Wealth Partners, LLC | 0.50% | Reduce -28.9% | 25,897 | $1.2M |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -0.7% | 25,595 | $1.2M |
| Stifel Financial Corp. | 0.00% | Add +9.4% | 23,841 | $1.1M |
| Triton Wealth Management, PLLC | 0.47% | — | 23,792 | $1.1M |
| Great Valley Advisor Group, Inc. | 0.02% | Reduce -40.6% | 22,249 | $1.0M |
| High Net Worth Advisory Group LLC | 0.27% | Add +0.4% | 22,145 | $1.0M |
| Susquehanna International Group, LLP | 0.00% | New | 21,497 | $1.0M |
| Sagespring Wealth Partners, LLC | 0.02% | Add +132.2% | 20,982 | $980K |
| Boyce & Associates Wealth Consulting, Inc. | 0.88% | Add +25.4% | 20,615 | $963K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -14.8% | 19,512 | $911K |
| Comerica Bank | 0.00% | Reduce -10.5% | 19,140 | $894K |
| Concurrent Investment Advisors, LLC | 0.02% | Reduce -32.8% | 18,694 | $873K |
| Citadel Advisors | 0.00% | New | 18,269 | $853K |
| Capital Investment Advisory Services, LLC | 0.07% | Add +0.8% | 17,695 | $826K |
| IFG Advisory, LLC | 0.04% | Add +49.1% | 17,223 | $804K |
| Boyd Wealth Management, LLC | 0.33% | Reduce -0.1% | 16,272 | $760K |
| Nations Financial Group Inc, /Ia/ | 0.05% | Reduce -2.0% | 16,230 | $758K |
| Country Trust Bank | 0.02% | Reduce -0.7% | 16,002 | $747K |
| Traction Financial Partners, LLC | 0.49% | Reduce -12.5% | 15,449 | $721K |
| Seamount Financial Group Inc. | 0.37% | Add +2.4% | 15,390 | $719K |
| Arbor Capital Management Inc. | 0.62% | Add +3.4% | 15,321 | $709K |
| Captrust Financial Advisors | 0.00% | Reduce -20.5% | 14,933 | $697K |
| Old Mission Capital LLC | 0.02% | Reduce -68.7% | 14,618 | $683K |
| Summit Wealth Partners, LLC | 0.13% | No change | 14,465 | $676K |
| OneDigital Investment Advisors LLC | 0.01% | No change | 14,318 | $669K |
| Atria Investments, Inc | 0.01% | Reduce -25.6% | 14,134 | $660K |
| Milestones Private Investment Advisors LLC | 0.48% | — | 13,740 | $642K |
| Harbour Investments, Inc. | 0.02% | Reduce -1.2% | 13,580 | $634K |
| Sanctuary Advisors, LLC | 0.00% | Add +6.3% | 13,310 | $622K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 13,138 | $614K |
| Marshall Financial Group, LLC | 0.12% | Add +2.1% | 13,057 | $610K |
| Hobart Private Capital, LLC | 0.14% | Reduce -49.1% | 13,044 | $609K |
| Belpointe Asset Management LLC | 0.03% | Reduce -24.9% | 12,850 | $600K |
| OneAscent Financial Services LLC | 0.04% | Reduce -32.5% | 12,175 | $569K |
| Prospera Financial Services Inc | 0.01% | Reduce -47.0% | 12,139 | $567K |
| Gladstone Institutional Advisory LLC | 0.02% | Add +2.8% | 12,129 | $566K |
| AdvisorNet Financial, Inc | 0.04% | Reduce -5.7% | 11,977 | $559K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -3.3% | 11,976 | $559K |
| Cary Street Partners Financial LLC | 0.02% | Reduce -11.4% | 11,665 | $545K |
| Flagstar Securities, Inc. | 0.15% | Reduce -60.9% | 11,441 | $534K |
| Sigma Planning Corp | 0.01% | Reduce -8.1% | 10,199 | $476K |
| International Assets Investment Management, LLC | 0.04% | Add +20.1% | 10,157 | $474K |
| Curran Financial Partners, LLC | 0.10% | Reduce -7.0% | 10,108 | $472K |
| WealthCare Investment Partners, LLC | 0.17% | Reduce -5.7% | 9,994 | $468K |
| DHJJ Financial Advisors, Ltd. | 0.17% | Add +23.1% | 9,992 | $467K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -27.2% | 9,880 | $461K |
| Advisory Services Network, LLC | 0.01% | Reduce -2.8% | 9,843 | $453K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -6.5% | 9,607 | $449K |
| Advyzon Investment Management, LLC | 0.10% | Reduce -10.6% | 9,560 | $446K |
| Hedeker Wealth, LLC | 0.10% | Reduce -3.2% | 9,495 | $443K |
| Dynasty Wealth Management, LLC | 0.01% | Add +2.4% | 9,246 | $432K |
| Wealthcare Advisory Partners LLC | 0.01% | No change | 8,400 | $392K |
| Global Retirement Partners, LLC | 0.01% | — | 8,398 | $392K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +4.7% | 8,184 | $382K |
| Trustmark Bank Trust Department | 0.03% | Reduce -15.8% | 8,092 | $378K |
| Mattern Wealth Management LLC | 0.08% | No change | 8,050 | $376K |
| US Bancorp \de | 0.00% | No change | 7,963 | $372K |
| Per Stirling Capital Management, LLC. | 0.05% | Add +31.5% | 7,931 | $370K |
| AE Wealth Management LLC | 0.00% | Add +28.7% | 7,735 | $361K |
| Genesee Capital Advisors, LLC | 0.16% | Add +0.6% | 7,637 | $357K |
| Aurora Private Wealth, Inc. | 0.26% | Add +1.1% | 7,441 | $347K |
| Bison Wealth, LLC | 0.03% | Add +0.1% | 7,093 | $331K |
| AQR Capital Management | 0.00% | Reduce -10.1% | 7,090 | $331K |
| Chicago Partners Investment Group LLC | 0.01% | Reduce -2.2% | 6,870 | $316K |
| Altus Wealth Group LLC | 0.14% | Reduce -0.0% | 6,706 | $313K |
| Level Four Advisory Services, LLC | 0.01% | Reduce -0.7% | 6,618 | $309K |
| Baird Financial Group, Inc. | 0.00% | Add +7.6% | 6,400 | $299K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -7.1% | 6,353 | $297K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +9.3% | 6,310 | $295K |
| RFG Advisory, LLC | 0.01% | Reduce -14.4% | 6,285 | $294K |
| Xcel Wealth Management, LLC | 0.08% | No change | 6,000 | $280K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +6.2% | 5,820 | $272K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -13.5% | 5,794 | $271K |
| Landmark Wealth Management, LLC | 0.11% | Add +4.2% | 5,585 | $261K |
| Waddell & Associates, LLC | 0.03% | No change | 5,570 | $260K |
| CFO4Life Group, LLC | 0.04% | Reduce -13.6% | 5,375 | $251K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +17.7% | 5,195 | $243K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -51.3% | 5,063 | $236K |
| Dynamic Advisor Solutions LLC | 0.01% | New | 5,018 | $234K |
| Total Clarity Wealth Management, Inc. | 0.07% | New | 5,016 | $234K |
| Westside Investment Management, Inc. | 0.04% | No change | 5,000 | $234K |
| Invictus Private Wealth, LLC | 0.01% | New | 4,668 | $218K |
| SeaCrest Wealth Management, LLC | 0.02% | No change | 4,558 | $213K |
| Insight Wealth Strategies, LLC | 0.03% | Add +0.5% | 4,412 | $206K |
| Key Financial Inc | 0.04% | No change | 4,375 | $204K |
| FSB Premier Wealth Management, Inc. | 0.07% | Reduce -18.8% | 4,366 | $204K |
| Pineridge Advisors LLC | 0.06% | Reduce -4.4% | 3,636 | $170K |
| Elequin Capital, LP | 0.05% | New | 3,500 | $163K |
| Private Trust Co. NA | 0.01% | Reduce -36.2% | 3,320 | $155K |
| Hughes Financial Services, LLC | 0.02% | Reduce -97.5% | 2,445 | $113K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 2,200 | $103K |
| Stephens Consulting, LLC | 0.02% | No change | 1,824 | $85K |
| Capital Analysts, LLC | 0.00% | No change | 1,455 | $68K |
| Duncker Streett & Co. Inc. | 0.01% | No change | 1,392 | $65K |
| MAI Capital Management | 0.00% | No change | 1,298 | $61K |
| Creekmur Asset Management LLC | 0.01% | No change | 1,107 | $52K |
| CoreCap Advisors, LLC | 0.00% | New | 1,103 | $52K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -48.8% | 995 | $46K |
| Creative Financial Designs Inc. | 0.00% | No change | 868 | $41K |
| Rothschild Investment LLC | 0.00% | No change | 625 | $29K |
| Larson Financial Group LLC | 0.00% | Reduce -78.8% | 587 | $27K |
| Evolution Wealth Management Inc. | 0.03% | — | 582 | $27K |
| Cornerstone Planning Group LLC | 0.00% | Add +1.2% | 332 | $15K |
| MPWM Advisory Solutions, LLC | 0.01% | No change | 276 | $13K |
| Golden State Wealth Management, LLC | 0.00% | No change | 225 | $11K |
| Principal Securities, Inc. | 0.00% | Reduce -19.7% | 188 | $9K |
| Rossby Financial, LCC | 0.00% | New | 130 | $6K |
| Lanark Financial, Inc. | 0.00% | No change | 145 | $6K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 112 | $5K |
| Jones Financial Companies LLLP | 0.00% | New | 80 | $4K |
| Tucker Asset Management LLC | 0.00% | New | 15 | $701 |
| CIBC Private Wealth Group LLC | 0.00% | No change | 3 | $140 |
"% 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.