ETF Holders

Who owns FMNY?

Bond

First Trust New York High Income Municipal ETF · First Trust

20 institutions reported holding FMNY, worth $26.9M, in Form 13F filings for June 30, 2026.

13F holders
20
Institutional value
$26.9M
Change from prior quarter
+9.7%
+$2.4M, with price moves
New and sold-out firms
5 / 6
7 added, 3 trimmed

Top 10 institutional holders of FMNY

FirmLocationValueSharesChange
Magnus Financial Group LLCNew York, NY$11.3M418,869+53,255 shares
Hennion & Walsh Asset Management, Inc.Parsippany, NJ$5.4M200,577+20,918 shares
Flynn ZITO Capital Management, LLCGarden City, NY$4.1M150,735−1,969 shares
Osaic Holdings, Inc.Scottsdale, AZ$990K36,793+3,731 shares
LPL Financial LLCFort Mill, SC$905K33,642+23,730 shares
Cetera Investment AdvisersSchaumburg, IL$818K30,397+2,704 shares
Jane Street Group, LLCNew York, NY$702K26,098−15,482 shares
Cambridge Investment Research Advisors, Inc.Fairfield, IA$566K21,044New position
Old Mission Capital LLCChicago, IL$508K18,903New position
Naples Global Advisors, LLCNaples, FL$436K16,200No change
10 more firms

The full list comes with the Advisors and Institutions package.

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From 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 FMNY?

20 institutional managers reported holding FMNY in Form 13F filings for June 30, 2026, worth $26.9M in total. The largest reported position was held by Magnus Financial Group LLC, at $11.3M.

Did institutions buy or sell FMNY last quarter?

Reported 13F value rose 9.7% from March 31, 2026, which includes price moves as well as buying and selling. 5 firms reported a new position and 6 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 FMNY 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.