Who owns FMHI?
First Trust Municipal High Income ETF · First Trust
191 institutions reported holding FMHI, worth $737.6M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of FMHI
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Wealth Enhancement Advisory Services, LLC | Plymouth, MN | $72.7M | 1,503,752 | +172,925 shares |
| Morgan Stanley | New York, NY | $68.3M | 1,407,555 | −8,650 shares |
| Wells Fargo & Company | San Francisco, CA | $57.2M | 1,179,422 | +69,546 shares |
| LPL Financial LLC | Fort Mill, SC | $56.5M | 1,164,558 | +64,252 shares |
| Bank of America Corp. | Charlotte, NC | $38.7M | 798,191 | −729 shares |
| Meeder Advisory Services, Inc. | Dublin, OH | $27.8M | 572,777 | +30,546 shares |
| Cetera Investment Advisers | Schaumburg, IL | $19.5M | 401,181 | +42,039 shares |
| Vise Technologies, Inc. | New York, NY | $19.3M | 398,018 | +281,221 shares |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $18.5M | 380,600 | +209,405 shares |
| UBS Group AG | Zurich, Switzerland | $18.3M | 376,746 | +44,629 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns FMHI?
191 institutional managers reported holding FMHI in Form 13F filings for June 30, 2026, worth $737.6M in total. The largest reported position was held by Wealth Enhancement Advisory Services, LLC, at $72.7M.
Did institutions buy or sell FMHI last quarter?
Reported 13F value rose 14.8% from March 31, 2026, which includes price moves as well as buying and selling. 27 firms reported a new position and 15 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is FMHI ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.