First Trust Municipal High IFMHIETF
13F holders, Q1 2026 (March 31)182holders +4
19new positions
13sold out
2famous investors
$47.57avg. 13F price*
At the end of Q1 2026, 182 institutions reported holding First Trust Municipal High I (FMHI) in their 13F filings, up 4 from Q4 2025. 19 opened new positions and 13 sold out. The largest holders were Morgan Stanley ($67.3M), Wealth Enhancement Advisory Services, LLC ($63.6M) and Wells Fargo & Company ($52.8M). 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $12.2M |
| Exits | 13 | $10.6M |
All 13F filers, Q4 2025 → Q1 2026: 1,170,178 shares bought and 900,997 shares sold, net +269,181 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 182 holders
| Morgan Stanley | 0.00% | Add +7.1% | 1,416,205 | $67.3M |
| Wealth Enhancement Advisory Services, LLC | 0.14% | Reduce -17.1% | 1,330,827 | $63.6M |
| Wells Fargo & Company | 0.01% | Reduce -3.1% | 1,109,876 | $52.8M |
| LPL Financial LLC | 0.01% | Reduce -5.8% | 1,100,306 | $52.3M |
| Bank of America Corp. | 0.00% | Add +23.7% | 798,920 | $38.0M |
| Meeder Advisory Services, Inc. | 1.08% | Add +11.0% | 542,231 | $25.8M |
| Citigroup Inc. | 0.01% | Reduce -4.1% | 394,130 | $18.7M |
| Cetera Investment Advisers | 0.02% | Add +29.2% | 359,142 | $17.1M |
| SlateStone Wealth, LLC | 1.35% | Add +28.4% | 345,682 | $16.4M |
| UBS Group AG | 0.00% | Add +2.4% | 332,117 | $15.8M |
| Raymond James Financial Inc. | 0.00% | Add +1.0% | 310,410 | $14.8M |
| NewEdge Advisors, LLC | 0.05% | Add +6.5% | 269,223 | $12.8M |
| Financial Partners Group, Inc | 1.35% | Add +4.7% | 237,886 | $11.3M |
| Manhattan West Asset Management, LLC | 2.12% | Add +7.4% | 227,982 | $10.8M |
| Principle Wealth Partners LLC | 0.61% | Reduce -2.3% | 224,757 | $10.7M |
| Osaic Holdings, Inc. | 0.01% | Add +11.0% | 201,308 | $9.6M |
| JPMorgan Chase & Co. | 0.00% | Add +1.6% | 189,842 | $9.0M |
| EnRich Financial Partners LLC | 2.26% | Add +1.2% | 178,980 | $8.5M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +56.6% | 171,195 | $8.1M |
| Ashton Thomas Securities, LLC | 0.87% | Add +6.9% | 146,300 | $7.0M |
| Rockefeller Capital Management L.P. | 0.01% | Add +8.1% | 138,695 | $6.6M |
| Royal Bank of Canada | 0.00% | Add +1.2% | 135,471 | $6.4M |
| HighTower Advisors, LLC | 0.01% | Add +0.9% | 130,226 | $6.2M |
| Vise Technologies, Inc. | 0.11% | No change | 116,797 | $5.6M |
| Goldman Sachs Group Inc. | 0.00% | Add +537.0% | 116,891 | $5.6M |
| Ocean Park Asset Management, LLC | 0.32% | No change | 116,300 | $5.5M |
| MML Investors Services, LLC | 0.01% | Reduce -12.4% | 99,102 | $4.7M |
| Plan Group Financial, LLC | 1.07% | Add +15.9% | 95,652 | $4.5M |
| Cyndeo Wealth Partners, LLC | 0.23% | No change | 92,000 | $4.4M |
| Private Advisor Group, LLC | 0.02% | Add +3.3% | 89,450 | $4.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +11.5% | 84,701 | $4.0M |
| Cwm, LLC | 0.01% | Reduce -23.6% | 84,418 | $4.0M |
| MBL Wealth, LLC | 0.28% | Add +5.4% | 78,510 | $3.7M |
| Summit Financial, LLC | 0.05% | Reduce -2.4% | 78,380 | $3.7M |
| Cornerstone Wealth Management, LLC | 0.19% | Reduce -3.6% | 78,104 | $3.7M |
| Equitable Holdings, Inc. | 0.02% | Reduce -6.0% | 74,063 | $3.6M |
| Crumly & Associates Inc. | 0.69% | Reduce -11.5% | 68,871 | $3.3M |
| International Assets Investment Management, LLC | 0.22% | Add +7.3% | 65,527 | $3.1M |
| Atlas Private Wealth Advisors | 0.69% | Reduce -2.8% | 61,920 | $2.9M |
| Truist Financial Corp. | 0.00% | Add +3.7% | 60,305 | $2.9M |
| Jane Street Group, LLC | 0.00% | New | 58,901 | $2.8M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.6% | 56,580 | $2.7M |
| Great Valley Advisor Group, Inc. | 0.05% | Add +129.0% | 52,713 | $2.5M |
| Avior Wealth Management, LLC | 0.07% | New | 51,664 | $2.5M |
| Oppenheimer & Co. Inc. | 0.03% | Add +5.7% | 51,258 | $2.4M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -10.7% | 50,517 | $2.4M |
| D.A. Davidson & Co. | 0.01% | Add +5.8% | 49,647 | $2.4M |
| First Horizon Corp. | 0.10% | No change | 49,500 | $2.4M |
| Daymark Wealth Partners, LLC | 0.07% | Reduce -8.0% | 46,464 | $2.2M |
| RFG Advisory, LLC | 0.04% | Add +23.5% | 42,740 | $2.0M |
| Evergreen Private Wealth LLC | 0.77% | Add +6.0% | 40,205 | $1.9M |
| Capital Financial Group Inc\co\ | 1.01% | Reduce -2.3% | 38,575 | $1.8M |
| Elevation Point Wealth Partners, LLC | 0.04% | Add +36.5% | 37,255 | $1.8M |
| Vestmark Advisory Solutions, Inc. | 0.02% | Add +36.5% | 37,255 | $1.8M |
| Mutual Advisors, LLC | 0.04% | Reduce -0.2% | 36,511 | $1.7M |
| IFP Advisors, Inc | 0.04% | Add +14.6% | 36,313 | $1.7M |
| Rockland Trust Co. | 0.07% | Reduce -3.2% | 35,817 | $1.7M |
| Flow Traders U.S. LLC | 0.05% | Add +96.5% | 34,574 | $1.6M |
| ShoreHaven Wealth Partners, LLC | 0.58% | Reduce -31.6% | 34,087 | $1.6M |
| Spartan Wealth Advisory Services LLC | 0.14% | — | 33,757 | $1.6M |
| Stephens Inc. | 0.02% | Reduce -28.6% | 32,678 | $1.6M |
| Integrated Wealth Concepts LLC | 0.01% | Add +0.4% | 30,866 | $1.5M |
| Main Street Financial Solutions, LLC | 0.11% | Add +18.0% | 30,634 | $1.5M |
| Boyce & Associates Wealth Consulting, Inc. | 1.08% | Add +27.1% | 29,877 | $1.4M |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -32.3% | 29,761 | $1.4M |
| GSG Advisors LLC | 0.34% | Add +1.6% | 27,588 | $1.3M |
| Arax Advisory Partners | 0.03% | Reduce -6.9% | 25,587 | $1.2M |
| Harbour Investments, Inc. | 0.02% | Add +38.9% | 25,423 | $1.2M |
| Signal Advisors Wealth, LLC | 0.08% | New | 25,392 | $1.2M |
| Stifel Financial Corp. | 0.00% | Reduce -18.6% | 25,137 | $1.2M |
| OneDigital Investment Advisors LLC | 0.01% | Add +73.5% | 24,843 | $1.2M |
| Triton Wealth Management, PLLC | 0.41% | Reduce -0.1% | 23,392 | $1.1M |
| Traction Financial Partners, LLC | 0.67% | Add +11.7% | 22,865 | $1.1M |
| High Net Worth Advisory Group LLC | 0.25% | Add +0.4% | 22,399 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | New | 22,304 | $1.1M |
| Sanctuary Advisors, LLC | 0.01% | No change | 21,420 | $1.0M |
| Hobart Private Capital, LLC | 0.20% | Add +15.5% | 21,225 | $1.0M |
| Nations Financial Group Inc, /Ia/ | 0.05% | Add +1.6% | 19,160 | $911K |
| Platform Technology Partners | 0.17% | Add +0.0% | 19,066 | $906K |
| Seamount Financial Group Inc. | 0.40% | Add +21.3% | 18,863 | $897K |
| Sowell Financial Services LLC | 0.03% | Reduce -36.1% | 17,833 | $848K |
| Stonebridge Financial Planning Group, LLC | 0.31% | Add +40.7% | 17,664 | $840K |
| Boyd Wealth Management, LLC | 0.35% | Add +5.4% | 17,202 | $818K |
| &partners | 0.00% | Reduce -1.9% | 16,816 | $799K |
| Capital Investment Advisory Services, LLC | 0.06% | Add +0.0% | 16,802 | $799K |
| Fifth Third Bancorp | 0.00% | New | 16,564 | $787K |
| Independent Advisor Alliance | 0.01% | New | 16,309 | $775K |
| Curran Financial Partners, LLC | 0.14% | Reduce -9.1% | 16,263 | $773K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -14.8% | 15,964 | $759K |
| Milestones Private Investment Advisors LLC | 0.66% | Add +0.1% | 15,774 | $750K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -5.3% | 15,562 | $740K |
| Investors Portfolio Services LLC | 0.67% | Reduce -9.9% | 15,363 | $723K |
| Country Trust Bank | 0.01% | Reduce -1.0% | 14,974 | $712K |
| WealthCare Investment Partners, LLC | 0.20% | Add +57.1% | 14,772 | $703K |
| Summit Wealth Partners, LLC | 0.11% | No change | 14,401 | $685K |
| Kingswood Wealth Advisors, LLC | 0.03% | New | 13,546 | $644K |
| J.W. Cole Advisors, Inc. | 0.02% | Reduce -8.7% | 13,516 | $643K |
| TSA Wealth Managment LLC | 0.19% | New | 12,341 | $587K |
| Marshall Financial Group, LLC | 0.09% | Reduce -3.4% | 11,940 | $568K |
| CreativeOne Wealth, LLC | 0.01% | Add +3.0% | 11,928 | $567K |
| Synergy Investment Management, LLC | 0.18% | Reduce -68.1% | 11,573 | $550K |
| AdvisorNet Financial, Inc | 0.03% | Reduce -0.2% | 11,323 | $538K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +24.2% | 10,897 | $518K |
| Bison Wealth, LLC | 0.05% | Add +55.9% | 10,768 | $517K |
| Koshinski Asset Management, Inc. | 0.03% | Add +12.3% | 10,750 | $511K |
| Advyzon Investment Management, LLC | 0.05% | Reduce -0.8% | 10,592 | $504K |
| Stewardship Advisors, LLC | 0.12% | Reduce -87.1% | 10,574 | $503K |
| OneAscent Financial Services LLC | 0.03% | Add +9.3% | 10,574 | $503K |
| HRT Financial LP | 0.00% | New | 10,546 | $501K |
| Keating Financial Advisory Services, Inc. | 0.08% | Add +17.4% | 10,123 | $481K |
| Hedeker Wealth, LLC | 0.10% | Add +0.7% | 9,960 | $473K |
| Gladstone Institutional Advisory LLC | 0.02% | Add +1.6% | 9,861 | $469K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -7.5% | 9,794 | $466K |
| Captrust Financial Advisors | 0.00% | Reduce -21.3% | 9,533 | $453K |
| DHJJ Financial Advisors, Ltd. | 0.14% | Add +0.7% | 8,975 | $427K |
| Geneos Wealth Management Inc. | 0.01% | Add +47.3% | 8,890 | $423K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -9.2% | 8,521 | $405K |
| Arkadios Wealth Advisors | 0.01% | Add +22.9% | 8,217 | $391K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +0.1% | 8,083 | $384K |
| Mattern Wealth Management LLC | 0.07% | No change | 8,000 | $380K |
| Prospera Financial Services Inc | 0.01% | Add +7.7% | 7,977 | $379K |
| Advisory Services Network, LLC | 0.00% | Reduce -6.4% | 7,772 | $369K |
| Altus Wealth Group LLC | 0.15% | Add +1.4% | 7,590 | $361K |
| Dakota Wealth Management | 0.01% | Reduce -1.6% | 7,250 | $345K |
| Genesee Capital Advisors, LLC | 0.14% | Reduce -7.3% | 7,077 | $336K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +5.6% | 7,039 | $335K |
| Snowden Capital Advisors LLC | 0.01% | Add +20.6% | 6,844 | $325K |
| Mariner, LLC | 0.00% | No change | 6,828 | $325K |
| Sigma Planning Corp | 0.01% | Reduce -4.8% | 6,611 | $314K |
| Brooklyn Investment Group | 0.01% | Reduce -11.4% | 6,543 | $311K |
| Uniting Wealth Partners, LLC | 0.07% | New | 6,540 | $311K |
| Sagespring Wealth Partners, LLC | 0.01% | Reduce -57.5% | 6,453 | $307K |
| Crux Wealth Advisors | 0.12% | No change | 6,364 | $303K |
| Brookstone Capital Management | 0.00% | New | 6,280 | $299K |
| Level Four Advisory Services, LLC | 0.01% | Add +3.3% | 6,182 | $294K |
| Kingsview Wealth Management, LLC | 0.00% | New | 6,162 | $293K |
| Baird Financial Group, Inc. | 0.00% | No change | 6,100 | $290K |
| Chicago Partners Investment Group LLC | 0.01% | Add +2.9% | 6,009 | $289K |
| Xcel Wealth Management, LLC | 0.08% | No change | 6,000 | $285K |
| Citadel Advisors | 0.00% | Reduce -61.4% | 5,960 | $283K |
| CoreCap Advisors, LLC | 0.01% | Add +57.1% | 5,959 | $283K |
| Clear Creek Financial Management, LLC | 0.02% | Add +9.0% | 5,942 | $282K |
| AE Wealth Management LLC | 0.00% | Reduce -13.5% | 5,667 | $269K |
| Waddell & Associates, LLC | 0.01% | No change | 5,570 | $265K |
| Flagstar Securities, Inc. | 0.10% | Add +15.5% | 5,561 | $264K |
| HighPoint Advisor Group LLC | 0.01% | Add +3.1% | 5,488 | $261K |
| CFO4Life Group, LLC | 0.04% | No change | 5,375 | $256K |
| AQR Capital Management | 0.00% | No change | 5,078 | $241K |
| Westside Investment Management, Inc. | 0.04% | No change | 4,900 | $233K |
| Jacobi Capital Management LLC | 0.01% | Reduce -13.0% | 4,729 | $225K |
| Key Financial Inc | 0.04% | No change | 4,375 | $208K |
| Landmark Wealth Management, LLC | 0.06% | Reduce -16.9% | 4,348 | $207K |
| FSB Premier Wealth Management, Inc. | 0.06% | Reduce -11.2% | 4,342 | $206K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -58.5% | 3,628 | $172K |
| Parallel Advisors, LLC | 0.00% | New | 3,381 | $161K |
| Hughes Financial Services, LLC | 0.02% | Reduce -5.9% | 2,879 | $137K |
| Private Trust Co. NA | 0.01% | No change | 2,849 | $135K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 2,200 | $105K |
| Glen Eagle Advisors, LLC | 0.01% | New | 1,917 | $91K |
| Triumph Capital Management | 0.02% | New | 1,775 | $84K |
| Capital Analysts, LLC | 0.00% | No change | 1,443 | $69K |
| Duncker Streett & Co. Inc. | 0.01% | No change | 1,392 | $66K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 1,046 | $50K |
| Signature Equity Partners, LLC | 0.03% | Add +0.5% | 993 | $47K |
| Farther Finance Advisors, LLC | 0.00% | Add +81.8% | 980 | $47K |
| Rothschild Investment LLC | 0.00% | No change | 625 | $30K |
| Larson Financial Group LLC | 0.00% | Add +4.3% | 612 | $29K |
| Evolution Wealth Management Inc. | 0.02% | No change | 582 | $28K |
| True Wealth Design, LLC | 0.01% | New | 550 | $26K |
| Marshall Investment Management, LLC | 0.01% | New | 352 | $17K |
| Cornerstone Planning Group LLC | 0.00% | Add +1.8% | 344 | $16K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 338 | $16K |
| Mosley Wealth Management | 0.01% | New | 325 | $15K |
| US Bancorp \de | 0.00% | Reduce -96.0% | 316 | $15K |
| Legacy Wealth Managment, LLC | 0.01% | Add +28.2% | 232 | $11K |
| 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% | No change | 214 | $10K |
| Ameriflex Group, Inc. | 0.00% | No change | 159 | $8K |
| Lanark Financial, Inc. | 0.00% | No change | 151 | $7K |
| Rossby Financial, LCC | 0.00% | No change | 130 | $6K |
| Financial Consulate, Inc. | 0.00% | No change | 10 | $476 |
"% 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.