First Trust Municipal High IFMHIETF
13F holders, Q2 2026 (June 30)191holders +9
22new positions
14sold out
1famous investor
$48.48avg. 13F price*
At the end of Q2 2026, 191 institutions reported holding First Trust Municipal High I (FMHI) in their 13F filings, up 9 from Q1 2026. 22 opened new positions and 14 sold out. The largest holders were Wealth Enhancement Advisory Services, LLC ($72.7M), Morgan Stanley ($68.3M) and Wells Fargo & Company ($57.2M). 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 Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $15.9M |
| Exits | 14 | $13.7M |
All 13F filers, Q1 2026 → Q2 2026: 1,812,037 shares bought and 677,364 shares sold, net +1,134,673 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 191 holders
| Wealth Enhancement Advisory Services, LLC | 0.12% | Add +13.0% | 1,503,752 | $72.7M |
| Morgan Stanley | 0.00% | Reduce -0.6% | 1,407,555 | $68.3M |
| Wells Fargo & Company | 0.01% | Add +6.3% | 1,179,422 | $57.2M |
| LPL Financial LLC | 0.01% | Add +5.8% | 1,164,558 | $56.5M |
| Bank of America Corp. | 0.00% | Reduce -0.1% | 798,191 | $38.7M |
| Meeder Advisory Services, Inc. | 1.02% | Add +5.6% | 572,777 | $27.8M |
| Cetera Investment Advisers | 0.02% | Add +11.7% | 401,181 | $19.5M |
| Vise Technologies, Inc. | 0.22% | Add +240.8% | 398,018 | $19.3M |
| UBS Group AG | 0.00% | Add +13.4% | 376,746 | $18.3M |
| Financial Partners Group, Inc | 1.75% | Add +49.4% | 355,392 | $17.2M |
| Citigroup Inc. | 0.01% | Reduce -12.3% | 345,764 | $16.8M |
| SlateStone Wealth, LLC | 1.26% | Reduce -1.9% | 339,168 | $16.4M |
| Raymond James Financial Inc. | 0.00% | Reduce -1.2% | 306,655 | $14.9M |
| NewEdge Advisors, LLC | 0.04% | Add +10.2% | 296,778 | $14.4M |
| Manhattan West Asset Management, LLC | 2.18% | Add +18.3% | 269,771 | $13.1M |
| Osaic Holdings, Inc. | 0.01% | Add +24.7% | 250,956 | $12.2M |
| JPMorgan Chase & Co. | 0.00% | Add +17.8% | 223,575 | $10.9M |
| Principle Wealth Partners LLC | 0.53% | Reduce -0.8% | 222,961 | $10.8M |
| Royal Bank of Canada | 0.00% | Add +57.6% | 213,508 | $10.4M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +11.2% | 190,300 | $9.2M |
| EnRich Financial Partners LLC | 2.16% | Add +4.7% | 187,384 | $9.1M |
| Jane Street Group, LLC | 0.01% | Add +210.7% | 183,026 | $8.9M |
| Rockefeller Capital Management L.P. | 0.01% | Add +4.3% | 144,709 | $7.0M |
| HighTower Advisors, LLC | 0.01% | Add +5.0% | 136,772 | $6.6M |
| MML Investors Services, LLC | 0.01% | Add +19.9% | 118,821 | $5.8M |
| Ocean Park Asset Management, LLC | 0.27% | No change | 116,300 | $5.6M |
| Vaquero Private Wealth, Ltd. | 1.01% | — | 101,674 | $4.9M |
| Plan Group Financial, LLC | 1.02% | Add +5.9% | 101,321 | $4.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +10.2% | 93,322 | $4.5M |
| Cyndeo Wealth Partners, LLC | 0.21% | No change | 92,000 | $4.5M |
| Ashton Thomas Securities, LLC | 0.60% | Reduce -42.8% | 83,662 | $4.1M |
| Commonwealth Equity Services, LLC | 0.01% | Add +47.3% | 83,319 | $4.0M |
| International Assets Investment Management, LLC | 0.23% | Add +18.9% | 77,917 | $3.8M |
| MBL Wealth, LLC | 0.26% | Reduce -1.1% | 77,605 | $3.8M |
| Private Advisor Group, LLC | 0.02% | Reduce -16.3% | 74,899 | $3.6M |
| Cornerstone Wealth Management, LLC | 0.15% | Reduce -6.0% | 73,438 | $3.6M |
| Equitable Holdings, Inc. | 0.02% | Reduce -3.5% | 71,455 | $3.5M |
| AJ Advisors, LLC | 0.94% | New | 62,460 | $3.0M |
| D.A. Davidson & Co. | 0.02% | Add +15.4% | 57,287 | $2.8M |
| Truist Financial Corp. | 0.00% | Reduce -6.7% | 56,275 | $2.7M |
| Atlas Private Wealth Advisors | 0.60% | Reduce -9.4% | 56,091 | $2.7M |
| RFG Advisory, LLC | 0.04% | Add +26.4% | 54,039 | $2.6M |
| Oppenheimer & Co. Inc. | 0.03% | Add +5.4% | 54,013 | $2.6M |
| First Horizon Corp. | 0.09% | No change | 49,500 | $2.4M |
| Logan Stone Capital, LLC | 0.51% | New | 49,293 | $2.4M |
| Janney Montgomery Scott LLC | 0.00% | New | 46,517 | $2.3M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -10.4% | 45,272 | $2.2M |
| IFP Advisors, Inc | 0.04% | Add +13.3% | 41,153 | $2.0M |
| Sanctuary Advisors, LLC | 0.01% | Add +88.6% | 40,393 | $2.0M |
| Capital Financial Group Inc\co\ | 1.00% | Add +2.2% | 39,441 | $1.9M |
| Mutual Advisors, LLC | 0.03% | Add +2.3% | 37,338 | $1.8M |
| Vestmark Advisory Solutions, Inc. | 0.02% | Reduce -1.3% | 36,758 | $1.8M |
| Elevation Point Wealth Partners, LLC | 0.03% | Reduce -1.3% | 36,758 | $1.8M |
| Avior Wealth Management, LLC | 0.05% | Reduce -28.9% | 36,756 | $1.8M |
| Rockland Trust Co. | 0.07% | Reduce -1.4% | 35,296 | $1.7M |
| Concurrent Investment Advisors, LLC | 0.01% | Add +112.9% | 33,984 | $1.6M |
| Ameriprise Financial Inc. | 0.00% | New | 33,503 | $1.6M |
| Stifel Financial Corp. | 0.00% | Add +33.3% | 33,499 | $1.6M |
| ShoreHaven Wealth Partners, LLC | 0.51% | Reduce -1.9% | 33,442 | $1.6M |
| Integrated Wealth Concepts LLC | 0.01% | Add +6.6% | 32,915 | $1.6M |
| Main Street Financial Solutions, LLC | 0.10% | Add +3.4% | 31,677 | $1.5M |
| Spartan Wealth Advisory Services LLC | 0.13% | Reduce -6.4% | 31,597 | $1.5M |
| Stonebridge Financial Planning Group, LLC | 0.47% | Add +70.6% | 30,128 | $1.5M |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -0.5% | 29,611 | $1.4M |
| Boyce & Associates Wealth Consulting, Inc. | 0.98% | Reduce -2.3% | 29,177 | $1.4M |
| Curran Financial Partners, LLC | 0.20% | Add +73.4% | 28,207 | $1.4M |
| OneDigital Investment Advisors LLC | 0.01% | Add +11.3% | 27,642 | $1.3M |
| Arax Advisory Partners | 0.01% | Add +6.6% | 27,282 | $1.3M |
| Harbour Investments, Inc. | 0.02% | Add +7.3% | 27,271 | $1.3M |
| Hobart Private Capital, LLC | 0.22% | Add +26.4% | 26,834 | $1.3M |
| GSG Advisors LLC | 0.28% | Reduce -3.7% | 26,574 | $1.3M |
| Arkadios Wealth Advisors | 0.02% | Add +219.8% | 26,281 | $1.3M |
| Ameritas Advisory Services, LLC | 0.03% | New | 25,637 | $1.2M |
| Signal Advisors Wealth, LLC | 0.06% | No change | 25,392 | $1.2M |
| Stephens Inc. | 0.01% | Reduce -23.2% | 25,098 | $1.2M |
| Traction Financial Partners, LLC | 0.65% | Add +9.7% | 25,079 | $1.2M |
| Triton Wealth Management, PLLC | 0.35% | Reduce -0.3% | 23,317 | $1.1M |
| J.W. Cole Advisors, Inc. | 0.02% | Add +71.5% | 23,174 | $1.1M |
| Great Valley Advisor Group, Inc. | 0.02% | Reduce -56.5% | 22,926 | $1.1M |
| High Net Worth Advisory Group LLC | 0.23% | Add +0.4% | 22,488 | $1.1M |
| &partners | 0.00% | Add +32.4% | 22,267 | $1.1M |
| Stratos Wealth Partners, LTD. | 0.01% | Add +95.7% | 21,327 | $1.0M |
| Crumly & Associates Inc. | 0.19% | Reduce -70.2% | 20,536 | $996K |
| Platform Technology Partners | 0.15% | Add +0.6% | 19,172 | $930K |
| Nations Financial Group Inc, /Ia/ | 0.04% | Reduce -2.4% | 18,695 | $907K |
| Boyd Wealth Management, LLC | 0.34% | Add +7.4% | 18,473 | $896K |
| Sowell Financial Services LLC | 0.03% | Add +0.5% | 17,923 | $869K |
| IFG Advisory, LLC | 0.03% | New | 17,897 | $868K |
| Seamount Financial Group Inc. | 0.34% | Reduce -7.9% | 17,381 | $843K |
| Capital Investment Advisory Services, LLC | 0.05% | Add +0.8% | 16,943 | $822K |
| Summit Financial, LLC | 0.01% | Reduce -79.0% | 16,440 | $797K |
| Milestones Private Investment Advisors LLC | 0.61% | Reduce -0.4% | 15,714 | $762K |
| Investors Portfolio Services LLC | 0.56% | Reduce -1.2% | 15,175 | $736K |
| Summit Wealth Partners, LLC | 0.10% | Add +4.3% | 15,020 | $728K |
| Country Trust Bank | 0.01% | Reduce -0.1% | 14,954 | $725K |
| Fifth Third Bancorp | 0.00% | Reduce -11.2% | 14,708 | $713K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -8.5% | 14,241 | $691K |
| WealthCare Investment Partners, LLC | 0.16% | Reduce -7.9% | 13,605 | $660K |
| Kingswood Wealth Advisors, LLC | 0.03% | Add +0.0% | 13,548 | $657K |
| HRT Financial LP | 0.00% | Add +26.7% | 13,359 | $647K |
| Dakota Wealth Management | 0.01% | Add +68.8% | 12,237 | $593K |
| Keating Financial Advisory Services, Inc. | 0.07% | Add +15.4% | 11,680 | $566K |
| Allworth Financial LP | 0.00% | New | 11,478 | $557K |
| Marshall Financial Group, LLC | 0.08% | Reduce -4.9% | 11,351 | $550K |
| AdvisorNet Financial, Inc | 0.03% | Reduce -0.3% | 11,285 | $547K |
| Koshinski Asset Management, Inc. | 0.03% | Add +4.9% | 11,279 | $547K |
| Global Retirement Partners, LLC | 0.01% | — | 11,048 | $536K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +12.3% | 11,002 | $533K |
| OneAscent Financial Services LLC | 0.03% | Add +2.5% | 10,836 | $525K |
| Hedeker Wealth, LLC | 0.10% | Add +5.6% | 10,518 | $510K |
| Geneos Wealth Management Inc. | 0.01% | Add +13.8% | 10,114 | $490K |
| Advyzon Investment Management, LLC | 0.03% | Reduce -7.8% | 9,771 | $474K |
| Synergy Investment Management, LLC | 0.11% | Reduce -19.6% | 9,305 | $451K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -22.4% | 9,262 | $449K |
| Captrust Financial Advisors | 0.00% | Reduce -4.1% | 9,138 | $443K |
| Old Mission Capital LLC | 0.01% | New | 8,733 | $423K |
| Lineweaver Wealth Advisors, LLC | 0.05% | New | 8,584 | $416K |
| Jacobi Capital Management LLC | 0.02% | Add +78.0% | 8,417 | $408K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +3.1% | 8,335 | $404K |
| DHJJ Financial Advisors, Ltd. | 0.12% | Reduce -7.5% | 8,304 | $403K |
| Mariner, LLC | 0.00% | Add +20.6% | 8,238 | $399K |
| Essex Bank | 0.09% | New | 8,127 | $394K |
| Gladstone Institutional Advisory LLC | 0.01% | Reduce -17.8% | 8,104 | $393K |
| Mattern Wealth Management LLC | 0.06% | No change | 8,000 | $388K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -6.3% | 7,982 | $387K |
| Prospera Financial Services Inc | 0.01% | Reduce -0.4% | 7,944 | $385K |
| Kovack Advisors, Inc. | 0.02% | New | 7,795 | $378K |
| Nuveen, LLC | 0.00% | New | 7,623 | $370K |
| Clear Creek Financial Management, LLC | 0.02% | Add +26.1% | 7,496 | $364K |
| Brookstone Capital Management | 0.00% | Add +18.1% | 7,414 | $360K |
| Sigma Planning Corp | 0.01% | Add +12.0% | 7,405 | $359K |
| Genesee Capital Advisors, LLC | 0.11% | Add +0.6% | 7,121 | $345K |
| AE Wealth Management LLC | 0.00% | Add +24.9% | 7,080 | $343K |
| Baird Financial Group, Inc. | 0.00% | Add +13.9% | 6,950 | $337K |
| Kingsview Wealth Management, LLC | 0.00% | Add +12.8% | 6,949 | $337K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -1.6% | 6,930 | $336K |
| Mercer Global Advisors Inc. | 0.00% | New | 6,867 | $333K |
| Uniting Wealth Partners, LLC | 0.07% | Add +4.1% | 6,810 | $330K |
| CoreCap Advisors, LLC | 0.01% | Add +12.2% | 6,687 | $324K |
| Crux Wealth Advisors | 0.11% | No change | 6,364 | $309K |
| Level Four Advisory Services, LLC | 0.01% | No change | 6,182 | $300K |
| Elequin Capital, LP | 0.05% | New | 6,100 | $296K |
| Sagespring Wealth Partners, LLC | 0.00% | Reduce -6.7% | 6,020 | $292K |
| Xcel Wealth Management, LLC | 0.07% | No change | 6,000 | $291K |
| Chicago Partners Investment Group LLC | 0.01% | Add +0.7% | 6,052 | $287K |
| HighPoint Advisor Group LLC | 0.01% | Add +4.8% | 5,753 | $279K |
| Money Concepts Capital Corp. | 0.01% | New | 5,659 | $274K |
| Flagstar Securities, Inc. | 0.08% | Add +1.1% | 5,622 | $273K |
| Stewardship Advisors, LLC | 0.05% | Reduce -48.6% | 5,434 | $263K |
| CFO4Life Group, LLC | 0.04% | No change | 5,375 | $261K |
| Advisory Services Network, LLC | 0.00% | Reduce -33.7% | 5,153 | $250K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -25.4% | 5,105 | $248K |
| AQR Capital Management | 0.00% | No change | 5,078 | $246K |
| Parallel Advisors, LLC | 0.00% | Add +49.1% | 5,041 | $244K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.03% | New | 4,840 | $235K |
| LVZ, Inc. | 0.02% | New | 4,758 | $231K |
| Westside Investment Management, Inc. | 0.03% | Reduce -7.1% | 4,552 | $221K |
| Triumph Capital Management | 0.04% | Add +152.1% | 4,475 | $217K |
| Aspen Grove Capital, LLC | 0.03% | New | 4,400 | $213K |
| Landmark Wealth Management, LLC | 0.05% | Add +0.6% | 4,376 | $212K |
| Key Financial Inc | 0.03% | No change | 4,375 | $212K |
| Susquehanna International Group, LLP | 0.00% | Reduce -80.4% | 4,365 | $212K |
| Altus Wealth Group LLC | 0.08% | Reduce -42.7% | 4,351 | $211K |
| Waddell & Associates, LLC | 0.01% | Reduce -22.3% | 4,330 | $210K |
| Aurora Private Wealth, Inc. | 0.13% | New | 4,224 | $205K |
| FSB Premier Wealth Management, Inc. | 0.06% | Reduce -4.1% | 4,164 | $202K |
| Private Trust Co. NA | 0.01% | No change | 2,849 | $138K |
| Farther Finance Advisors, LLC | 0.00% | Add +174.1% | 2,686 | $130K |
| Hughes Financial Services, LLC | 0.02% | Reduce -11.9% | 2,537 | $123K |
| Farmers & Merchants Investments Inc. | 0.00% | Add +4.1% | 2,291 | $111K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 1,917 | $93K |
| IMG Wealth Management, Inc. | 0.04% | New | 1,663 | $81K |
| Capital Analysts, LLC | 0.00% | No change | 1,443 | $70K |
| Duncker Streett & Co. Inc. | 0.01% | No change | 1,392 | $67K |
| BlackRock, Inc. | 0.00% | New | 1,079 | $52K |
| Ashton Thomas Private Wealth, LLC | 0.00% | No change | 1,046 | $51K |
| Signature Equity Partners, LLC | 0.02% | Reduce -10.0% | 894 | $43K |
| Rothschild Investment LLC | 0.00% | No change | 625 | $30K |
| Larson Financial Group LLC | 0.00% | No change | 612 | $30K |
| Evolution Wealth Management Inc. | 0.02% | No change | 582 | $28K |
| Cornerstone Planning Group LLC | 0.00% | Add +0.6% | 346 | $17K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 338 | $16K |
| Mosley Wealth Management | 0.01% | Add +2.1% | 332 | $16K |
| Golden State Wealth Management, LLC | 0.00% | Add +46.2% | 329 | $16K |
| US Bancorp \de | 0.00% | No change | 316 | $15K |
| Tucker Asset Management LLC | 0.00% | No change | 214 | $10K |
| TOP Private Wealth LLC. | 0.01% | — | 194 | $9K |
| Ameriflex Group, Inc. | 0.00% | No change | 159 | $8K |
| Lanark Financial, Inc. | 0.00% | No change | 151 | $7K |
| FWL Investment Management, LLC | 0.00% | New | 145 | $7K |
| Rossby Financial, LCC | 0.00% | No change | 130 | $6K |
"% 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.