Who Owns FMHI?
First Trust Municipal High Income ETF — Institutional Ownership & 13F Holdings
$48.14
-0.00 (-0.01%)
Market Cap
$942.9M
Shares Outstanding
19,333,942
Institutional Holders
165
Total Inst. Value
$480.9M
% of Float Held
—
QoQ Holder Change
+79
Institutional data as of Q1 2025
New Positions
34
Closed Positions
17
Increased
56
Decreased
47
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $62.3M | 1,303,252 |
| 2 | MORGAN STANLEY | $61.8M | 1,293,211 |
| 3 | WELLS FARGO & COMPANY/MN | $36.9M | 772,560 |
| 4 | BANK OF AMERICA CORP /DE/ | $34.2M | 714,550 |
| 5 | UBS Group AG | $19.3M | 403,236 |
| 6 | CITIGROUP INC | $18.3M | 383,724 |
| 7 | Principle Wealth Partners LLC | $15.2M | 317,181 |
| 8 | NewEdge Advisors, LLC | $11.4M | 238,344 |
| 9 | RAYMOND JAMES FINANCIAL INC | $11.2M | 233,824 |
| 10 | Ocean Park Asset Management, LLCNew | $10.0M | 208,500 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| MORGAN STANLEY | +206K | $61.8M |
| WELLS FARGO & COMPANY/MN | +72K | $36.9M |
| BANK OF AMERICA CORP /DE/ | +43K | $34.2M |
| UBS Group AG | +5K | $19.3M |
| NewEdge Advisors, LLC | +27K | $11.4M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | -219K | $62.3M |
| RAYMOND JAMES FINANCIAL INC | -124K | $11.2M |
| RFG Advisory, LLC | -55K | $351K |
| JANE STREET GROUP, LLC | -31K | $634K |
| Principle Wealth Partners LLC | -24K | $15.2M |
Related Stocks
Frequently Asked Questions
How many institutional investors hold FMHI?
As of Q1 2025, 165 institutional investors report holding FMHI (First Trust Municipal High Income ETF) in their 13F filings.
Which hedge fund owns the most FMHI?
The largest institutional holder of FMHI is WEALTH ENHANCEMENT ADVISORY SERVICES, LLC with $62.3M in shares.
Are institutions buying or selling FMHI?
This quarter, 34 institutions opened new positions in FMHI and 17 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.