First Trust Municipal High IFMHIETF
13F holders, Q3 2025 (September 30)166holders −9
11new positions
17sold out
2famous investors
$47.51avg. 13F price*
At the end of Q3 2025, 166 institutions reported holding First Trust Municipal High I (FMHI) in their 13F filings, down 9 from Q2 2025. 11 opened new positions and 17 sold out. The largest holders were Wealth Enhancement Advisory Services, LLC ($73.8M), Morgan Stanley ($57.2M) and LPL Financial LLC ($49.3M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $12.0M |
| Exits | 17 | $10.5M |
All 13F filers, Q2 2025 → Q3 2025: 1,371,384 shares bought and 849,821 shares sold, net +521,563 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 166 holders
| Wealth Enhancement Advisory Services, LLC | 0.11% | Add +5.7% | 1,552,746 | $73.8M |
| Morgan Stanley | 0.00% | Add +5.5% | 1,204,473 | $57.2M |
| LPL Financial LLC | 0.01% | Add +13.2% | 1,038,032 | $49.3M |
| Wells Fargo & Company | 0.01% | Add +19.6% | 991,153 | $47.1M |
| Meeder Advisory Services, Inc. | 0.99% | Add +13.6% | 449,655 | $21.4M |
| Citigroup Inc. | 0.01% | Add +6.6% | 424,426 | $20.2M |
| Bank of America Corp. | 0.00% | Reduce -7.3% | 363,997 | $17.3M |
| UBS Group AG | 0.00% | Reduce -21.3% | 294,091 | $14.0M |
| Principle Wealth Partners LLC | 0.79% | Reduce -2.8% | 287,319 | $13.7M |
| Cetera Investment Advisers | 0.01% | Add +20.8% | 244,793 | $11.6M |
| SlateStone Wealth, LLC | 1.00% | Reduce -5.3% | 244,319 | $11.6M |
| NewEdge Advisors, LLC | 0.05% | Reduce -19.6% | 218,162 | $10.4M |
| Raymond James Financial Inc. | 0.00% | Reduce -6.1% | 214,638 | $10.2M |
| Manhattan West Asset Management, LLC | 2.15% | Add +4.1% | 214,561 | $10.2M |
| Financial Partners Group, Inc | 1.17% | Add +8.9% | 198,253 | $9.4M |
| EnRich Financial Partners LLC | 2.37% | Add +4.0% | 174,950 | $8.3M |
| Royal Bank of Canada | 0.00% | Reduce -4.2% | 159,596 | $7.6M |
| Osaic Holdings, Inc. | 0.01% | Add +22.9% | 155,127 | $7.2M |
| Ashton Thomas Securities, LLC | 0.94% | Add +190.9% | 140,845 | $6.7M |
| Rockefeller Capital Management L.P. | 0.01% | Add +0.4% | 125,141 | $5.9M |
| HighTower Advisors, LLC | 0.01% | Add +28.1% | 121,044 | $5.8M |
| JPMorgan Chase & Co. | 0.00% | Add +30.1% | 120,746 | $5.7M |
| Ocean Park Asset Management, LLC | 0.23% | Reduce -44.2% | 116,300 | $5.5M |
| Great Valley Advisor Group, Inc. | 0.11% | Add +415.4% | 114,681 | $5.4M |
| Cwm, LLC | 0.02% | Add +17.9% | 112,448 | $5.3M |
| MML Investors Services, LLC | 0.01% | Reduce -0.1% | 101,491 | $4.8M |
| Cyndeo Wealth Partners, LLC | 0.25% | Reduce -2.3% | 93,046 | $4.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +15.4% | 83,959 | $4.0M |
| Private Advisor Group, LLC | 0.02% | Add +11.4% | 82,348 | $3.9M |
| Equitable Holdings, Inc. | 0.03% | Add +3.0% | 80,307 | $3.8M |
| Cornerstone Wealth Management, LLC | 0.21% | Reduce -3.7% | 80,132 | $3.8M |
| Crumly & Associates Inc. | 0.83% | Add +31.2% | 79,447 | $3.8M |
| Stewardship Advisors, LLC | 0.86% | Add +6.0% | 76,848 | $3.7M |
| MBL Wealth, LLC | 0.31% | Add +1.5% | 73,680 | $3.5M |
| Summit Financial, LLC | 0.05% | New | 73,191 | $3.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +0.5% | 71,188 | $3.4M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -5.1% | 67,291 | $3.2M |
| Atlas Private Wealth Advisors | 0.73% | Reduce -53.9% | 63,147 | $3.0M |
| Stephens Inc. | 0.04% | Reduce -11.5% | 60,629 | $2.9M |
| Sequoia Financial Advisors, LLC | 0.02% | New | 60,301 | $2.9M |
| Plan Group Financial, LLC | 0.77% | Add +83.5% | 60,083 | $2.9M |
| Truist Financial Corp. | 0.00% | Add +36.5% | 57,625 | $2.7M |
| AJ Advisors, LLC | 1.09% | Reduce -5.1% | 56,102 | $2.7M |
| EWG Elevate Inc. | 0.74% | Add +7.9% | 49,639 | $2.4M |
| First Horizon Corp. | 0.11% | — | 49,500 | $2.4M |
| Integrated Wealth Concepts LLC | 0.02% | Add +92.1% | 49,179 | $2.3M |
| Vise Technologies, Inc. | 0.08% | Reduce -27.0% | 47,252 | $2.2M |
| Daymark Wealth Partners, LLC | 0.07% | Reduce -3.4% | 45,967 | $2.2M |
| Jane Street Group, LLC | 0.00% | Reduce -65.2% | 45,622 | $2.2M |
| ShoreHaven Wealth Partners, LLC | 0.80% | Add +75.8% | 45,541 | $2.2M |
| Platform Technology Partners | 0.50% | Reduce -11.1% | 43,921 | $2.1M |
| D.A. Davidson & Co. | 0.01% | Reduce -0.3% | 43,893 | $2.1M |
| GSG Advisors LLC | 0.54% | Reduce -8.2% | 43,083 | $2.0M |
| Bank of New York Mellon Corp | 0.00% | Add +2.4% | 43,022 | $2.0M |
| Mutual Advisors, LLC | 0.04% | Add +9.8% | 37,521 | $1.8M |
| Rockland Trust Co. | 0.07% | Reduce -22.1% | 36,992 | $1.8M |
| Evergreen Private Wealth LLC | 0.67% | Add +3.4% | 34,888 | $1.7M |
| IFP Advisors, Inc | 0.04% | Add +2.9% | 33,602 | $1.6M |
| Janney Montgomery Scott LLC | 0.00% | Add +64.1% | 32,027 | $1.5M |
| Elequin Capital, LP | 0.12% | Add +779.1% | 30,767 | $1.5M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +5.0% | 29,725 | $1.4M |
| Elevation Point Wealth Partners, LLC | 0.09% | New | 28,344 | $1.3M |
| Synergy Investment Management, LLC | 0.51% | New | 27,975 | $1.3M |
| Sowell Financial Services LLC | 0.05% | Reduce -12.9% | 27,738 | $1.3M |
| Oppenheimer & Co. Inc. | 0.02% | Add +0.5% | 26,776 | $1.3M |
| Visionary Wealth Advisors | 0.06% | Reduce -53.7% | 26,359 | $1.3M |
| Stifel Financial Corp. | 0.00% | Add +4.3% | 24,877 | $1.2M |
| Triton Wealth Management, PLLC | 0.44% | Add +0.1% | 23,819 | $1.1M |
| Boyce & Associates Wealth Consulting, Inc. | 0.92% | Add +14.6% | 23,624 | $1.1M |
| Vestmark Advisory Solutions, Inc. | 0.02% | New | 22,414 | $1.1M |
| Main Street Financial Solutions, LLC | 0.07% | New | 22,346 | $1.1M |
| High Net Worth Advisory Group LLC | 0.25% | Add +0.4% | 22,229 | $1.1M |
| Traction Financial Partners, LLC | 0.61% | Add +35.7% | 20,969 | $996K |
| Comerica Bank | 0.00% | Add +5.9% | 20,271 | $963K |
| Sanctuary Advisors, LLC | 0.01% | Add +45.9% | 19,420 | $923K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -43.7% | 18,993 | $902K |
| Hobart Private Capital, LLC | 0.18% | Add +40.9% | 18,380 | $873K |
| Nations Financial Group Inc, /Ia/ | 0.05% | Add +12.7% | 18,285 | $869K |
| IFG Advisory, LLC | 0.04% | Add +1.0% | 17,401 | $827K |
| Capital Investment Advisory Services, LLC | 0.06% | Reduce -5.7% | 16,691 | $793K |
| Boyd Wealth Management, LLC | 0.33% | Add +0.1% | 16,287 | $774K |
| Milestones Private Investment Advisors LLC | 0.51% | Add +14.1% | 15,677 | $745K |
| Country Trust Bank | 0.02% | Reduce -2.4% | 15,620 | $742K |
| Arbor Capital Management Inc. | 0.59% | Add +1.7% | 15,578 | $740K |
| Seamount Financial Group Inc. | 0.35% | Add +0.5% | 15,469 | $735K |
| Curran Financial Partners, LLC | 0.14% | Add +52.0% | 15,364 | $730K |
| Summit Wealth Partners, LLC | 0.12% | Reduce -0.4% | 14,401 | $684K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -23.1% | 14,375 | $683K |
| OneDigital Investment Advisors LLC | 0.01% | No change | 14,318 | $680K |
| Captrust Financial Advisors | 0.00% | Reduce -5.8% | 14,074 | $669K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +4.3% | 13,700 | $651K |
| Marshall Financial Group, LLC | 0.12% | Add +3.2% | 13,479 | $640K |
| OneAscent Financial Services LLC | 0.04% | Add +6.3% | 12,937 | $615K |
| Ameritas Advisory Services, LLC | 0.04% | Add +121.0% | 12,805 | $608K |
| Harbour Investments, Inc. | 0.01% | Reduce -6.6% | 12,680 | $602K |
| Gladstone Institutional Advisory LLC | 0.02% | Add +1.1% | 12,262 | $583K |
| US Bancorp \de | 0.00% | Add +50.8% | 12,007 | $570K |
| Cary Street Partners Financial LLC | 0.01% | No change | 11,665 | $554K |
| Prospera Financial Services Inc | 0.01% | Reduce -5.0% | 11,530 | $548K |
| AdvisorNet Financial, Inc | 0.03% | Reduce -3.9% | 11,514 | $547K |
| Sagespring Wealth Partners, LLC | 0.01% | Reduce -45.4% | 11,461 | $545K |
| Dynasty Wealth Management, LLC | 0.01% | Add +22.0% | 11,284 | $536K |
| Global Retirement Partners, LLC | 0.01% | Add +25.1% | 10,505 | $499K |
| Sigma Planning Corp | 0.01% | Add +0.3% | 10,233 | $486K |
| RFG Advisory, LLC | 0.01% | Add +58.9% | 9,984 | $474K |
| International Assets Investment Management, LLC | 0.04% | No change | 10,157 | $474K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -17.9% | 9,834 | $467K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -0.6% | 9,817 | $466K |
| Hedeker Wealth, LLC | 0.10% | Add +3.1% | 9,792 | $465K |
| Advyzon Investment Management, LLC | 0.08% | Add +2.3% | 9,783 | $465K |
| WealthCare Investment Partners, LLC | 0.15% | Reduce -4.6% | 9,531 | $453K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -4.8% | 9,142 | $434K |
| Advisory Services Network, LLC | 0.01% | Reduce -7.5% | 9,108 | $433K |
| DHJJ Financial Advisors, Ltd. | 0.14% | Reduce -10.7% | 8,920 | $424K |
| Susquehanna International Group, LLP | 0.00% | Reduce -60.6% | 8,460 | $402K |
| Wealthcare Advisory Partners LLC | 0.01% | No change | 8,400 | $399K |
| Mattern Wealth Management LLC | 0.08% | Reduce -0.6% | 8,000 | $380K |
| Flagstar Securities, Inc. | 0.11% | Reduce -32.4% | 7,735 | $367K |
| Genesee Capital Advisors, LLC | 0.16% | Add +0.7% | 7,687 | $365K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +52.5% | 7,654 | $364K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -7.8% | 7,546 | $359K |
| Lokken Investment Group LLC | 0.12% | New | 7,368 | $350K |
| Altus Wealth Group LLC | 0.14% | Add +6.8% | 7,164 | $340K |
| Chicago Partners Investment Group LLC | 0.01% | Reduce -0.7% | 6,825 | $328K |
| Level Four Advisory Services, LLC | 0.01% | Add +0.4% | 6,646 | $316K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +5825.0% | 6,636 | $315K |
| Baird Financial Group, Inc. | 0.00% | Add +1.6% | 6,500 | $309K |
| Total Clarity Wealth Management, Inc. | 0.08% | Add +26.9% | 6,367 | $302K |
| B. Riley Wealth Advisors, Inc. | 0.01% | No change | 6,310 | $300K |
| Citadel Advisors | 0.00% | Reduce -66.0% | 6,219 | $295K |
| Xcel Wealth Management, LLC | 0.08% | No change | 6,000 | $285K |
| AE Wealth Management LLC | 0.00% | Reduce -22.9% | 5,961 | $283K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +8.6% | 5,642 | $268K |
| Waddell & Associates, LLC | 0.02% | No change | 5,570 | $265K |
| Jacobi Capital Management LLC | 0.02% | New | 5,382 | $256K |
| CFO4Life Group, LLC | 0.04% | No change | 5,375 | $255K |
| Landmark Wealth Management, LLC | 0.10% | Reduce -7.7% | 5,156 | $245K |
| AQR Capital Management | 0.00% | Reduce -28.4% | 5,078 | $241K |
| Westside Investment Management, Inc. | 0.04% | No change | 5,000 | $238K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -2.5% | 4,934 | $234K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -24.6% | 4,789 | $228K |
| Key Financial Inc | 0.04% | No change | 4,375 | $208K |
| FSB Premier Wealth Management, Inc. | 0.07% | Reduce -2.0% | 4,280 | $203K |
| Clear Creek Financial Management, LLC | 0.02% | New | 4,210 | $200K |
| Private Trust Co. NA | 0.01% | No change | 3,320 | $158K |
| Hughes Financial Services, LLC | 0.02% | Add +25.7% | 3,074 | $148K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 2,200 | $105K |
| Pineridge Advisors LLC | 0.03% | Reduce -44.0% | 2,038 | $97K |
| Capital Analysts, LLC | 0.00% | Reduce -0.8% | 1,443 | $69K |
| Duncker Streett & Co. Inc. | 0.01% | No change | 1,392 | $66K |
| Farther Finance Advisors, LLC | 0.00% | Add +21.3% | 1,207 | $57K |
| Creekmur Asset Management LLC | 0.01% | No change | 1,107 | $53K |
| CoreCap Advisors, LLC | 0.00% | No change | 1,103 | $52K |
| MAI Capital Management | 0.00% | Reduce -20.8% | 1,028 | $49K |
| Rothschild Investment LLC | 0.00% | No change | 625 | $30K |
| Larson Financial Group LLC | 0.00% | No change | 587 | $28K |
| Evolution Wealth Management Inc. | 0.03% | No change | 582 | $28K |
| Cornerstone Planning Group LLC | 0.00% | Add +0.9% | 335 | $16K |
| Ameriflex Group, Inc. | 0.01% | New | 318 | $15K |
| Principal Securities, Inc. | 0.00% | Add +42.0% | 267 | $13K |
| Sound Income Strategies, LLC | 0.00% | New | 228 | $11K |
| Golden State Wealth Management, LLC | 0.00% | No change | 225 | $11K |
| Lanark Financial, Inc. | 0.00% | No change | 145 | $7K |
| Rossby Financial, LCC | 0.00% | No change | 130 | $6K |
| MPWM Advisory Solutions, LLC | 0.00% | Reduce -62.3% | 104 | $5K |
| CIBC Private Wealth Group LLC | 0.00% | Add +2066.7% | 65 | $3K |
"% 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.