FMHI Institutional Ownership
First Trust Municipal High Income ETF
1W: -0.7%
1M: -4.4%
3M: -7.7%
YTD: -5.9%
1Y: -4.3%
3Y: +9.3%
5Y: -5.6%
$44.86
-0.12 (-0.26%)
Weekly Expected Move ±1.2%
$44
$44
$45
$45
$46
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — FMHI
205
Institutional Holders
+10 vs prior quarter
0.0%
Ownership
+0.00pp
709M
Total Invested
25
New Positions
83
Increased
72
Reduced
15
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (216 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 1,503,752 | 67M | +172,925 | +13.0% | 13Q | SEC ↗ |
| 2 | MORGAN STANLEY | 1,407,555 | 63M | -8,650 | -0.6% | 26Q | SEC ↗ |
| 3 | WELLS FARGO & COMPANY/MN | 1,179,422 | 53M | +69,546 | +6.3% | 23Q | SEC ↗ |
| 4 | LPL Financial LLC | 1,164,558 | 52M | +64,252 | +5.8% | 34Q | SEC ↗ |
| 5 | BANK OF AMERICA CORP /DE | 798,191 | 36M | -729 | -0.1% | 15Q | SEC ↗ |
| 6 | Meeder Advisory Services, Inc. | 572,777 | 26M | +30,546 | +5.6% | 9Q | SEC ↗ |
| 7 | Cetera Investment Advisers | 401,181 | 18M | +42,039 | +11.7% | 23Q | SEC ↗ |
| 8 | Vise Technologies, Inc. | 398,018 | 18M | +281,221 | +240.8% | 5Q | SEC ↗ |
| 9 | UBS Group AG | 376,746 | 17M | +44,629 | +13.4% | 19Q | SEC ↗ |
| 10 | Financial Partners Group, Inc | 355,392 | 16M | +117,506 | +49.4% | 15Q | SEC ↗ |
| 11 | CITIGROUP INC | 345,764 | 16M | -48,366 | -12.3% | 21Q | SEC ↗ |
| 12 | RAYMOND JAMES FINANCIAL INC | 306,655 | 14M | -3,755 | -1.2% | 7Q | SEC ↗ |
| 13 | NewEdge Advisors, LLC | 296,778 | 13M | +27,555 | +10.2% | 32Q | SEC ↗ |
| 14 | Manhattan West Asset Management, LLC | 269,771 | 12M | +41,789 | +18.3% | 14Q | SEC ↗ |
| 15 | OSAIC HOLDINGS, INC. | 250,956 | 11M | +49,648 | +24.7% | 26Q | SEC ↗ |
| 16 | JPMORGAN CHASE & CO | 223,575 | 10M | +33,733 | +17.8% | 12Q | SEC ↗ |
| 17 | Principle Wealth Partners LLC | 222,961 | 10M | -1,796 | -0.8% | 11Q | SEC ↗ |
| 18 | ROYAL BANK OF CANADA | 213,508 | 10M | +78,037 | +57.6% | 34Q | SEC ↗ |
| 19 | Cambridge Investment Research Advisors | 190,300 | 9M | +19,105 | +11.2% | 27Q | SEC ↗ |
| 20 | EnRich Financial Partners LLC | 187,384 | 8M | +8,404 | +4.7% | 11Q | SEC ↗ |
| 21 | JANE STREET GROUP, LLC | 183,026 | 8M | +124,125 | +210.7% | 2Q | SEC ↗ |
| 22 | Rockefeller Capital Management L.P. | 144,709 | 6M | +6,014 | +4.3% | 17Q | SEC ↗ |
| 23 | HighTower Advisors, LLC | 136,772 | 6M | +6,546 | +5.0% | 11Q | SEC ↗ |
| 24 | MML INVESTORS SERVICES, LLC | 118,821 | 5M | +19,719 | +19.9% | 15Q | SEC ↗ |
| 25 | Ocean Park Asset Management, LLC | 116,300 | 5M | — | +0.0% | 6Q | SEC ↗ |
| 26 | VAQUERO PRIVATE WEALTH, LTD NEW | 101,674 | 5M | — | +0.0% | 1Q | SEC ↗ |
| 27 | Plan Group Financial, LLC | 101,321 | 5M | +5,669 | +5.9% | 6Q | SEC ↗ |
| 28 | ENVESTNET ASSET MANAGEMENT INC | 93,322 | 4M | +8,621 | +10.2% | 27Q | SEC ↗ |
| 29 | Cyndeo Wealth Partners, LLC | 92,000 | 4M | — | +0.0% | 15Q | SEC ↗ |
| 30 | CWM, LLC | 84,418 | 4M | -26,111 | -23.6% | 18Q | SEC ↗ |
| 31 | ASHTON THOMAS SECURITIES, LLC | 83,662 | 4M | -62,638 | -42.8% | 9Q | SEC ↗ |
| 32 | COMMONWEALTH EQUITY SERVICES, LLC | 83,319 | 4M | +26,739 | +47.3% | 28Q | SEC ↗ |
| 33 | INTERNATIONAL ASSETS INVESTMENT MANAGE | 77,917 | 3M | +12,390 | +18.9% | 7Q | SEC ↗ |
| 34 | MBL Wealth, LLC | 77,605 | 3M | -905 | -1.2% | 13Q | SEC ↗ |
| 35 | Private Advisor Group, LLC | 74,899 | 3M | -14,551 | -16.3% | 33Q | SEC ↗ |
| 36 | Cornerstone Wealth Management, LLC | 73,438 | 3M | -4,666 | -6.0% | 12Q | SEC ↗ |
| 37 | Equitable Holdings, Inc. | 71,455 | 3M | -2,608 | -3.5% | 15Q | SEC ↗ |
| 38 | AJ Advisors, LLC NEW | 62,460 | 3M | — | +0.0% | 1Q | SEC ↗ |
| 39 | D.A. DAVIDSON & CO. | 57,287 | 3M | +7,640 | +15.4% | 15Q | SEC ↗ |
| 40 | TRUIST FINANCIAL CORP | 56,275 | 3M | -4,030 | -6.7% | 27Q | SEC ↗ |
| 41 | Atlas Private Wealth Advisors | 56,091 | 3M | -5,829 | -9.4% | 20Q | SEC ↗ |
| 42 | RFG Advisory, LLC | 54,039 | 2M | +11,299 | +26.4% | 21Q | SEC ↗ |
| 43 | OPPENHEIMER & CO INC | 54,013 | 2M | +2,755 | +5.4% | 9Q | SEC ↗ |
| 44 | FIRST HORIZON CORP | 49,500 | 2M | — | +0.0% | 4Q | SEC ↗ |
| 45 | Logan Stone Capital, LLC NEW | 49,293 | 2M | — | +0.0% | 1Q | SEC ↗ |
| 46 | Janney Montgomery Scott LLC NEW | 46,517 | 2M | — | +0.0% | 1Q | SEC ↗ |
| 47 | Sequoia Financial Advisors, LLC | 45,272 | 2M | -5,245 | -10.4% | 4Q | SEC ↗ |
| 48 | IFP Advisors, Inc | 41,153 | 2M | +4,840 | +13.3% | 26Q | SEC ↗ |
| 49 | Sanctuary Advisors, LLC | 40,393 | 2M | +18,973 | +88.6% | 9Q | SEC ↗ |
| 50 | CAPITAL FINANCIAL GROUP INC\CO\ /ADV | 39,441 | 2M | +866 | +2.2% | 3Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| VAQUERO PRIVATE WEALTH, LTD | 101,674 | 5M |
| AJ Advisors, LLC | 62,460 | 3M |
| Logan Stone Capital, LLC | 49,293 | 2M |
| Janney Montgomery Scott LLC | 46,517 | 2M |
| AMERIPRISE FINANCIAL INC | 33,503 | 2M |
| Ameritas Advisory Services, LLC | 25,637 | 1M |
| IFG Advisory, LLC | 17,897 | 803K |
| Allworth Financial LP | 11,478 | 515K |
| Global Retirement Partners, LLC | 11,048 | 496K |
| OLD MISSION CAPITAL LLC | 8,733 | 392K |
| Lineweaver Wealth Advisors, LLC | 8,584 | 385K |
| Essex Bank | 8,127 | 365K |
| Kovack Advisors, Inc. | 7,795 | 350K |
| Nuveen, LLC | 7,623 | 342K |
| MERCER GLOBAL ADVISORS INC /ADV | 6,867 | 308K |
| Elequin Capital, LP | 6,100 | 274K |
| MONEY CONCEPTS CAPITAL CORP | 5,659 | 254K |
| Bay Colony Advisory Group, Inc d/b/ | 4,840 | 217K |
| LVZ, Inc. | 4,758 | 213K |
| Aspen Grove Capital, LLC | 4,400 | 197K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| GOLDMAN SACHS GROUP INC | 116,891 | 5M |
| DAYMARK WEALTH PARTNERS, LLC | 46,464 | 2M |
| Bank of New York Mellon Corp | 41,833 | 2M |
| Evergreen Private Wealth LLC | 40,205 | 2M |
| FLOW TRADERS U.S. LLC | 34,574 | 2M |
| ARBOR CAPITAL MANAGEMENT INC /ADV | 16,354 | 734K |
| Independent Advisor Alliance | 16,309 | 732K |
| TSA Wealth Managment LLC | 12,341 | 554K |
| CARY STREET PARTNERS FINANCIAL LLC | 11,665 | 523K |
| Dynasty Wealth Management, LLC | 11,421 | 512K |
| Bison Wealth, LLC | 10,768 | 483K |
| Envestnet Portfolio Solutions, Inc. | 9,767 | 438K |
| CITADEL ADVISORS LLC | 5,960 | 267K |
| Total Clarity Wealth Management, In | 4,315 | 194K |
| Tower Research Capital LLC (TRC) | 3,628 | 163K |
| Western Wealth Management, LLC | 3,414 | 153K |
| Camelot Portfolios, LLC | 2,000 | 90K |
| MAI Capital Management | 1,028 | 46K |
| True Wealth Design, LLC | 550 | 25K |
| MARSHALL INVESTMENT MANAGEMENT, LLC | 352 | 16K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Vise Technologies, Inc. | +281,221 | +240.8% | 398,018 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | +172,925 | +13.0% | 1,503,752 |
| JANE STREET GROUP, LLC | +124,125 | +210.7% | 183,026 |
| Financial Partners Group, Inc | +117,506 | +49.4% | 355,392 |
| ROYAL BANK OF CANADA | +78,037 | +57.6% | 213,508 |
| WELLS FARGO & COMPANY/MN | +69,546 | +6.3% | 1,179,422 |
| LPL Financial LLC | +64,252 | +5.8% | 1,164,558 |
| OSAIC HOLDINGS, INC. | +49,648 | +24.7% | 250,956 |
| UBS Group AG | +44,629 | +13.4% | 376,746 |
| Cetera Investment Advisers | +42,039 | +11.7% | 401,181 |
| Manhattan West Asset Management, LL | +41,789 | +18.3% | 269,771 |
| JPMORGAN CHASE & CO | +33,733 | +17.8% | 223,575 |
| Meeder Advisory Services, Inc. | +30,546 | +5.6% | 572,777 |
| NewEdge Advisors, LLC | +27,555 | +10.2% | 296,778 |
| COMMONWEALTH EQUITY SERVICES, LLC | +26,739 | +47.3% | 83,319 |
| MML INVESTORS SERVICES, LLC | +19,719 | +19.9% | 118,821 |
| Cambridge Investment Research Advis | +19,105 | +11.2% | 190,300 |
| Sanctuary Advisors, LLC | +18,973 | +88.6% | 40,393 |
| Arkadios Wealth Advisors | +18,064 | +219.8% | 26,281 |
| Concurrent Investment Advisors, LLC | +18,020 | +112.9% | 33,984 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| ASHTON THOMAS SECURITIES, LLC | -62,638 | -42.8% | 83,662 |
| Summit Financial, LLC | -61,940 | -79.0% | 16,440 |
| CITIGROUP INC | -48,366 | -12.3% | 345,764 |
| Crumly & Associates Inc. | -48,335 | -70.2% | 20,536 |
| GREAT VALLEY ADVISOR GROUP, INC. | -29,787 | -56.5% | 22,926 |
| CWM, LLC | -26,111 | -23.6% | 84,418 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -17,939 | -80.4% | 4,365 |
| Avior Wealth Management, LLC | -14,908 | -28.9% | 36,756 |
| Private Advisor Group, LLC | -14,551 | -16.3% | 74,899 |
| MORGAN STANLEY | -8,650 | -0.6% | 1,407,555 |
| STEPHENS INC /AR | -7,580 | -23.2% | 25,098 |
| Atlas Private Wealth Advisors | -5,829 | -9.4% | 56,091 |
| Sequoia Financial Advisors, LLC | -5,245 | -10.4% | 45,272 |
| Stewardship Advisors, LLC | -5,140 | -48.6% | 5,434 |
| Cornerstone Wealth Management, LLC | -4,666 | -6.0% | 73,438 |
| TRUIST FINANCIAL CORP | -4,030 | -6.7% | 56,275 |
| RAYMOND JAMES FINANCIAL INC | -3,755 | -1.2% | 306,655 |
| Altus Wealth Group LLC | -3,239 | -42.7% | 4,351 |
| CreativeOne Wealth, LLC | -2,666 | -22.4% | 9,262 |
| Advisory Services Network, LLC | -2,619 | -33.7% | 5,153 |