First Trust Municipal High IFMHIETF
13F holders, Q4 2025 (December 31)178holders +12
20new positions
9sold out
2famous investors
$47.90avg. 13F price*
At the end of Q4 2025, 178 institutions reported holding First Trust Municipal High I (FMHI) in their 13F filings, up 12 from Q3 2025. 20 opened new positions and 9 sold out. The largest holders were Wealth Enhancement Advisory Services, LLC ($77.0M), Morgan Stanley ($63.4M) and LPL Financial LLC ($56.0M). 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $7.7M |
| Exits | 9 | $5.1M |
All 13F filers, Q3 2025 → Q4 2025: 1,645,143 shares bought and 460,150 shares sold, net +1,184,993 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 178 holders
| Wealth Enhancement Advisory Services, LLC | 0.10% | Add +3.3% | 1,604,484 | $77.0M |
| Morgan Stanley | 0.00% | Add +9.7% | 1,321,787 | $63.4M |
| LPL Financial LLC | 0.02% | Add +12.5% | 1,167,716 | $56.0M |
| Wells Fargo & Company | 0.01% | Add +15.6% | 1,145,777 | $54.9M |
| Bank of America Corp. | 0.00% | Add +77.4% | 645,750 | $31.0M |
| Meeder Advisory Services, Inc. | 1.00% | Add +8.6% | 488,345 | $23.4M |
| Citigroup Inc. | 0.01% | Reduce -3.2% | 410,996 | $19.7M |
| UBS Group AG | 0.00% | Add +10.3% | 324,495 | $15.6M |
| Raymond James Financial Inc. | 0.00% | Add +43.1% | 307,205 | $14.7M |
| Cetera Investment Advisers | 0.01% | Add +13.5% | 277,945 | $13.3M |
| SlateStone Wealth, LLC | 1.08% | Add +10.2% | 269,208 | $12.9M |
| NewEdge Advisors, LLC | 0.04% | Add +15.8% | 252,733 | $12.1M |
| Principle Wealth Partners LLC | 0.62% | Reduce -19.9% | 230,094 | $11.0M |
| Financial Partners Group, Inc | 1.26% | Add +14.6% | 227,133 | $10.9M |
| Manhattan West Asset Management, LLC | 2.08% | Reduce -1.1% | 212,202 | $10.2M |
| JPMorgan Chase & Co. | 0.00% | Add +54.8% | 186,949 | $9.0M |
| Osaic Holdings, Inc. | 0.01% | Add +16.9% | 181,418 | $8.7M |
| EnRich Financial Partners LLC | 2.31% | Add +1.1% | 176,821 | $8.5M |
| Ashton Thomas Securities, LLC | 1.25% | Reduce -2.8% | 136,878 | $6.6M |
| Royal Bank of Canada | 0.00% | Reduce -16.1% | 133,827 | $6.4M |
| HighTower Advisors, LLC | 0.01% | Add +6.7% | 129,117 | $6.2M |
| Rockefeller Capital Management L.P. | 0.01% | Add +2.5% | 128,294 | $6.1M |
| Vise Technologies, Inc. | 0.11% | Add +147.2% | 116,797 | $5.6M |
| Ocean Park Asset Management, LLC | 0.26% | No change | 116,300 | $5.6M |
| MML Investors Services, LLC | 0.01% | Add +11.5% | 113,120 | $5.4M |
| Cwm, LLC | 0.01% | Reduce -1.7% | 110,529 | $5.3M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +30.2% | 109,327 | $5.2M |
| Cyndeo Wealth Partners, LLC | 0.24% | Reduce -1.1% | 92,000 | $4.4M |
| Private Advisor Group, LLC | 0.02% | Add +5.1% | 86,569 | $4.1M |
| Plan Group Financial, LLC | 1.03% | Add +37.3% | 82,516 | $4.0M |
| Stewardship Advisors, LLC | 0.91% | Add +6.4% | 81,744 | $3.9M |
| Cornerstone Wealth Management, LLC | 0.20% | Add +1.1% | 81,032 | $3.9M |
| Summit Financial, LLC | 0.06% | Add +9.7% | 80,320 | $3.9M |
| Equitable Holdings, Inc. | 0.03% | Reduce -1.9% | 78,824 | $3.8M |
| Crumly & Associates Inc. | 0.78% | Reduce -2.0% | 77,854 | $3.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +6.7% | 75,939 | $3.6M |
| MBL Wealth, LLC | 0.29% | Add +1.1% | 74,470 | $3.6M |
| Atlas Private Wealth Advisors | 0.71% | Add +0.9% | 63,711 | $3.1M |
| International Assets Investment Management, LLC | 0.20% | Add +501.4% | 61,087 | $2.9M |
| AJ Advisors, LLC | 1.07% | Add +7.7% | 60,429 | $2.9M |
| Truist Financial Corp. | 0.00% | Add +1.0% | 58,177 | $2.8M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -14.6% | 57,479 | $2.8M |
| Sequoia Financial Advisors, LLC | 0.02% | Reduce -6.2% | 56,586 | $2.7M |
| Daymark Wealth Partners, LLC | 0.08% | Add +9.9% | 50,525 | $2.4M |
| ShoreHaven Wealth Partners, LLC | 0.86% | Add +9.5% | 49,860 | $2.4M |
| First Horizon Corp. | 0.11% | No change | 49,500 | $2.4M |
| Oppenheimer & Co. Inc. | 0.03% | Add +81.2% | 48,517 | $2.3M |
| D.A. Davidson & Co. | 0.01% | Add +6.9% | 46,928 | $2.2M |
| Stephens Inc. | 0.03% | Reduce -24.6% | 45,738 | $2.2M |
| Kestra Private Wealth Services, LLC | 0.03% | Add +47.9% | 43,956 | $2.1M |
| Bank of New York Mellon Corp | 0.00% | Reduce -2.8% | 41,833 | $2.0M |
| Capital Financial Group Inc\co\ | 1.06% | — | 39,474 | $1.9M |
| Evergreen Private Wealth LLC | 0.72% | Add +8.7% | 37,912 | $1.8M |
| Janney Montgomery Scott LLC | 0.00% | Add +17.8% | 37,716 | $1.8M |
| Rockland Trust Co. | 0.07% | No change | 36,992 | $1.8M |
| Mutual Advisors, LLC | 0.04% | Reduce -2.5% | 36,599 | $1.8M |
| Synergy Investment Management, LLC | 0.62% | Add +29.8% | 36,320 | $1.7M |
| RFG Advisory, LLC | 0.03% | Add +246.5% | 34,599 | $1.7M |
| IFP Advisors, Inc | 0.03% | Reduce -5.7% | 31,689 | $1.5M |
| Stifel Financial Corp. | 0.00% | Add +24.2% | 30,893 | $1.5M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -37.5% | 30,745 | $1.5M |
| Sowell Financial Services LLC | 0.05% | Add +0.7% | 27,930 | $1.3M |
| Arax Advisory Partners | 0.04% | New | 27,494 | $1.3M |
| Elevation Point Wealth Partners, LLC | 0.06% | Reduce -3.7% | 27,284 | $1.3M |
| Vestmark Advisory Solutions, Inc. | 0.02% | Add +21.7% | 27,284 | $1.3M |
| GSG Advisors LLC | 0.34% | Reduce -37.0% | 27,163 | $1.3M |
| Main Street Financial Solutions, LLC | 0.09% | Add +16.2% | 25,965 | $1.2M |
| Boyce & Associates Wealth Consulting, Inc. | 0.94% | Reduce -0.5% | 23,502 | $1.1M |
| Triton Wealth Management, PLLC | 0.42% | Reduce -1.6% | 23,428 | $1.1M |
| Great Valley Advisor Group, Inc. | 0.02% | Reduce -79.9% | 23,018 | $1.1M |
| High Net Worth Advisory Group LLC | 0.25% | Add +0.4% | 22,312 | $1.1M |
| Sanctuary Advisors, LLC | 0.01% | Add +10.3% | 21,420 | $1.0M |
| Traction Financial Partners, LLC | 0.58% | Reduce -2.4% | 20,465 | $981K |
| Comerica Bank | 0.00% | Reduce -4.6% | 19,341 | $927K |
| Platform Technology Partners | 0.19% | Reduce -56.6% | 19,060 | $914K |
| Nations Financial Group Inc, /Ia/ | 0.05% | Add +3.1% | 18,860 | $904K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +30.4% | 18,747 | $899K |
| Hobart Private Capital, LLC | 0.17% | No change | 18,380 | $881K |
| Goldman Sachs Group Inc. | 0.00% | New | 18,351 | $880K |
| Harbour Investments, Inc. | 0.02% | Add +44.4% | 18,305 | $877K |
| Curran Financial Partners, LLC | 0.16% | Add +16.5% | 17,895 | $858K |
| Flow Traders U.S. LLC | 0.03% | New | 17,591 | $843K |
| IFG Advisory, LLC | 0.04% | Add +0.7% | 17,527 | $840K |
| &partners | 0.00% | New | 17,141 | $822K |
| Investors Portfolio Services LLC | 0.74% | — | 17,044 | $817K |
| Capital Investment Advisory Services, LLC | 0.06% | Add +0.6% | 16,796 | $805K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -13.4% | 16,442 | $788K |
| Arbor Capital Management Inc. | 0.66% | Add +5.0% | 16,354 | $786K |
| Boyd Wealth Management, LLC | 0.33% | Add +0.2% | 16,318 | $782K |
| Milestones Private Investment Advisors LLC | 0.52% | Add +0.5% | 15,751 | $755K |
| Seamount Financial Group Inc. | 0.34% | Add +0.5% | 15,547 | $745K |
| Citadel Advisors | 0.00% | Add +148.0% | 15,423 | $739K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +32.5% | 15,187 | $728K |
| Country Trust Bank | 0.01% | Reduce -3.2% | 15,125 | $725K |
| Summit Wealth Partners, LLC | 0.13% | No change | 14,401 | $690K |
| OneDigital Investment Advisors LLC | 0.01% | No change | 14,318 | $686K |
| Stonebridge Financial Planning Group, LLC | 0.22% | New | 12,552 | $602K |
| Marshall Financial Group, LLC | 0.12% | Reduce -8.3% | 12,362 | $593K |
| Captrust Financial Advisors | 0.00% | Reduce -13.9% | 12,113 | $581K |
| Cary Street Partners Financial LLC | 0.01% | No change | 11,665 | $559K |
| CreativeOne Wealth, LLC | 0.01% | Add +17.8% | 11,584 | $555K |
| Dynasty Wealth Management, LLC | 0.01% | Add +1.2% | 11,421 | $547K |
| AdvisorNet Financial, Inc | 0.03% | Reduce -1.4% | 11,349 | $544K |
| Advyzon Investment Management, LLC | 0.06% | Add +9.1% | 10,674 | $512K |
| Global Retirement Partners, LLC | 0.01% | Add +1.1% | 10,615 | $509K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +7.9% | 10,594 | $508K |
| Hedeker Wealth, LLC | 0.10% | Add +1.1% | 9,896 | $474K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +6.8% | 9,767 | $468K |
| Gladstone Institutional Advisory LLC | 0.02% | Reduce -20.9% | 9,704 | $465K |
| OneAscent Financial Services LLC | 0.04% | Reduce -25.2% | 9,678 | $464K |
| Koshinski Asset Management, Inc. | 0.03% | New | 9,574 | $459K |
| WealthCare Investment Partners, LLC | 0.13% | Reduce -1.3% | 9,405 | $451K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +24.3% | 9,381 | $450K |
| DHJJ Financial Advisors, Ltd. | 0.14% | Reduce -0.1% | 8,911 | $427K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +55.5% | 8,771 | $420K |
| Tower Research Capital LLC (TRC) | 0.01% | New | 8,743 | $419K |
| Keating Financial Advisory Services, Inc. | 0.06% | — | 8,620 | $413K |
| Advisory Services Network, LLC | 0.01% | Reduce -8.8% | 8,302 | $398K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +5.5% | 8,073 | $387K |
| Mattern Wealth Management LLC | 0.07% | No change | 8,000 | $383K |
| US Bancorp \de | 0.00% | Reduce -33.6% | 7,970 | $382K |
| Genesee Capital Advisors, LLC | 0.15% | Reduce -0.7% | 7,630 | $366K |
| Altus Wealth Group LLC | 0.14% | Add +4.5% | 7,484 | $359K |
| Prospera Financial Services Inc | 0.01% | Reduce -35.7% | 7,410 | $355K |
| Brooklyn Investment Group | 0.02% | New | 7,385 | $354K |
| Dakota Wealth Management | 0.01% | New | 7,368 | $353K |
| Elequin Capital, LP | 0.05% | Reduce -76.9% | 7,105 | $341K |
| Sigma Planning Corp | 0.01% | Reduce -32.2% | 6,942 | $333K |
| Bison Wealth, LLC | 0.04% | New | 6,909 | $329K |
| Mariner, LLC | 0.00% | New | 6,828 | $327K |
| Arkadios Wealth Advisors | 0.01% | New | 6,683 | $320K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.5% | 6,666 | $320K |
| AE Wealth Management LLC | 0.00% | Add +9.9% | 6,553 | $314K |
| Crux Wealth Advisors | 0.11% | New | 6,364 | $305K |
| Baird Financial Group, Inc. | 0.00% | Reduce -6.2% | 6,100 | $292K |
| Geneos Wealth Management Inc. | 0.01% | Add +22.4% | 6,037 | $289K |
| Xcel Wealth Management, LLC | 0.07% | No change | 6,000 | $288K |
| Level Four Advisory Services, LLC | 0.01% | Reduce -9.9% | 5,987 | $287K |
| Chicago Partners Investment Group LLC | 0.01% | Reduce -14.4% | 5,840 | $280K |
| Snowden Capital Advisors LLC | 0.01% | Add +18.5% | 5,677 | $272K |
| Waddell & Associates, LLC | 0.02% | No change | 5,570 | $267K |
| Clear Creek Financial Management, LLC | 0.02% | Add +29.5% | 5,452 | $261K |
| Jacobi Capital Management LLC | 0.02% | Add +0.9% | 5,433 | $260K |
| CFO4Life Group, LLC | 0.04% | No change | 5,375 | $258K |
| HighPoint Advisor Group LLC | 0.01% | New | 5,325 | $255K |
| Landmark Wealth Management, LLC | 0.10% | Add +1.5% | 5,235 | $251K |
| AQR Capital Management | 0.00% | No change | 5,078 | $243K |
| Westside Investment Management, Inc. | 0.04% | Reduce -2.0% | 4,900 | $235K |
| FSB Premier Wealth Management, Inc. | 0.07% | Add +14.2% | 4,888 | $234K |
| Flagstar Securities, Inc. | 0.08% | Reduce -37.8% | 4,814 | $231K |
| Key Financial Inc | 0.04% | No change | 4,375 | $210K |
| Total Clarity Wealth Management, Inc. | 0.05% | Reduce -32.2% | 4,315 | $207K |
| CoreCap Advisors, LLC | 0.01% | Add +243.8% | 3,792 | $182K |
| Hughes Financial Services, LLC | 0.02% | Reduce -0.5% | 3,060 | $147K |
| Private Trust Co. NA | 0.01% | Reduce -14.2% | 2,849 | $137K |
| J.W. Cole Advisors, Inc. | 0.00% | Add +8.0% | 14,802 | $116K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 2,200 | $105K |
| Camelot Portfolios, LLC | 0.06% | New | 2,000 | $96K |
| Capital Analysts, LLC | 0.00% | No change | 1,443 | $69K |
| Duncker Streett & Co. Inc. | 0.01% | No change | 1,392 | $67K |
| MAI Capital Management | 0.00% | No change | 1,028 | $49K |
| Signature Equity Partners, LLC | 0.03% | — | 988 | $47K |
| Rothschild Investment LLC | 0.00% | No change | 625 | $30K |
| Larson Financial Group LLC | 0.00% | No change | 587 | $28K |
| Evolution Wealth Management Inc. | 0.02% | No change | 582 | $28K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -55.3% | 539 | $26K |
| Cornerstone Planning Group LLC | 0.00% | Add +0.9% | 338 | $16K |
| Brown Brothers Harriman & Co. | 0.00% | New | 338 | $16K |
| Sound Income Strategies, LLC | 0.00% | No change | 228 | $11K |
| Golden State Wealth Management, LLC | 0.00% | No change | 225 | $11K |
| Tucker Asset Management LLC | 0.00% | New | 214 | $10K |
| Legacy Wealth Managment, LLC | 0.00% | New | 181 | $9K |
| Ameriflex Group, Inc. | 0.00% | Reduce -50.0% | 159 | $8K |
| Lanark Financial, Inc. | 0.00% | Add +4.1% | 151 | $7K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 150 | $7K |
| Rossby Financial, LCC | 0.00% | No change | 130 | $6K |
| Financial Consulate, Inc. | 0.00% | New | 10 | $480 |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -95.4% | 3 | $144 |
"% 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.