FMNY Institutional Ownership
First Trust New York Municipal High Income ETF
1W: -0.7%
1M: -4.0%
3M: -7.3%
YTD: -6.4%
1Y: -5.2%
3Y: +6.0%
5Y: -5.7%
$24.85
-0.09 (-0.38%)
Weekly Expected Move ±1.0%
$24
$25
$25
$25
$25
Overview
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Holdings
Changes
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Short Interest
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Institutional Ownership — FMNY
26
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
27M
Total Invested
5
New Positions
7
Increased
9
Reduced
6
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (28 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Magnus Financial Group LLC | 418,869 | 10M | +53,255 | +14.6% | 15Q | SEC ↗ |
| 2 | Hennion & Walsh Asset Management, Inc. | 200,577 | 5M | +20,918 | +11.6% | 11Q | SEC ↗ |
| 3 | FLYNN ZITO CAPITAL MANAGEMENT, LLC | 150,735 | 4M | -1,969 | -1.3% | 2Q | SEC ↗ |
| 4 | OSAIC HOLDINGS, INC. | 36,793 | 914K | +3,731 | +11.3% | 15Q | SEC ↗ |
| 5 | LPL Financial LLC | 33,642 | 836K | +23,730 | +239.4% | 3Q | SEC ↗ |
| 6 | Cetera Investment Advisers | 30,397 | 755K | +2,704 | +9.8% | 3Q | SEC ↗ |
| 7 | JANE STREET GROUP, LLC | 26,098 | 649K | -15,482 | -37.2% | 6Q | SEC ↗ |
| 8 | OLD MISSION CAPITAL LLC NEW | 18,903 | 470K | — | +0.0% | 1Q | SEC ↗ |
| 9 | NAPLES GLOBAL ADVISORS, LLC | 16,200 | 403K | — | +0.0% | 8Q | SEC ↗ |
| 10 | Kestra Advisory Services, LLC NEW | 11,769 | 292K | — | +0.0% | 1Q | SEC ↗ |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | 11,274 | 280K | -8,293 | -42.4% | 5Q | SEC ↗ |
| 12 | Cambridge Investment Research Advisors NEW | 10,522 | 261K | — | +0.0% | 1Q | SEC ↗ |
| 13 | GOLDMAN SACHS GROUP INC | 8,989 | 223K | — | +0.0% | 3Q | SEC ↗ |
| 14 | Herold Advisors, Inc. NEW | 7,515 | 187K | — | +0.0% | 1Q | SEC ↗ |
| 15 | Arax Advisory Partners NEW | 5,342 | 133K | — | +0.0% | 1Q | SEC ↗ |
| 16 | JPMORGAN CHASE & CO | 1,527 | 38K | +1,152 | +307.2% | 12Q | SEC ↗ |
| 17 | IFP Advisors, Inc | 1,255 | 31K | — | +0.0% | 8Q | SEC ↗ |
| 18 | Smithfield Trust Co | 550 | 14K | — | +0.0% | 3Q | SEC ↗ |
| 19 | OGOREK ANTHONY JOSEPH /NY/ /ADV | 179 | 4K | +2 | +1.1% | 19Q | SEC ↗ |
| 20 | MORGAN STANLEY | 1 | 0K | — | +0.0% | 4Q | SEC ↗ |
| 21 | Patriot Financial Group Insurance Agen | 0 | 0K | -7,700 | -100.0% | 1Q | SEC ↗ |
| 22 | Emergent Wealth Advisors, LLC | 0 | 0K | -11,526 | -100.0% | 2Q | SEC ↗ |
| 23 | FLOW TRADERS U.S. LLC | 0 | 0K | -10,076 | -100.0% | 3Q | SEC ↗ |
| 24 | CITADEL ADVISORS LLC | 0 | 0K | -27,559 | -100.0% | 1Q | SEC ↗ |
| 25 | UBS Group AG | 0 | 0K | -373 | -100.0% | 4Q | SEC ↗ |
| 26 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0 | 0K | -8,808 | -100.0% | 1Q | SEC ↗ |
| 27 | Platform Technology Partners | 0 | 0K | -14,942 | -100.0% | 8Q | SEC ↗ |
| 28 | FIRST TRUST ADVISORS LP | 0 | 0K | -15,424 | -100.0% | 15Q | SEC ↗ |
Recent Activity
New Positions (5)
| Holder | Shares | Value |
|---|---|---|
| OLD MISSION CAPITAL LLC | 18,903 | 470K |
| Kestra Advisory Services, LLC | 11,769 | 292K |
| Cambridge Investment Research Advis | 10,522 | 261K |
| Herold Advisors, Inc. | 7,515 | 187K |
| Arax Advisory Partners | 5,342 | 133K |
Sold Out (8)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| CITADEL ADVISORS LLC | 27,559 | 685K |
| FIRST TRUST ADVISORS LP | 15,424 | 383K |
| Platform Technology Partners | 14,942 | 371K |
| Emergent Wealth Advisors, LLC | 11,526 | 286K |
| FLOW TRADERS U.S. LLC | 10,076 | 250K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 8,808 | 219K |
| Patriot Financial Group Insurance A | 7,700 | 191K |
| UBS Group AG | 373 | 9K |
Biggest Increases (7)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Magnus Financial Group LLC | +53,255 | +14.6% | 418,869 |
| LPL Financial LLC | +23,730 | +239.4% | 33,642 |
| Hennion & Walsh Asset Management, I | +20,918 | +11.6% | 200,577 |
| OSAIC HOLDINGS, INC. | +3,731 | +11.3% | 36,793 |
| Cetera Investment Advisers | +2,704 | +9.8% | 30,397 |
| JPMORGAN CHASE & CO | +1,152 | +307.2% | 1,527 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | +2 | +1.1% | 179 |
Biggest Decreases (3)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| JANE STREET GROUP, LLC | -15,482 | -37.2% | 26,098 |
| COMMONWEALTH EQUITY SERVICES, LLC | -8,293 | -42.4% | 11,274 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | -1,969 | -1.3% | 150,735 |