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Who owns FMHIWhat FMHI owns — n/a

Who owns First Trust Municipal High Income ETF?

Institutional ownership of FMHI from SEC Form 13F filings across 135 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.

135

13F holders

$578.2M

value, 2026 filers

60.8%

of shares outstanding (12.7M sh)

20

new positions (2026 filers)

Top institutional holders

ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of FMHI's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1WEALTH ENHANCEMENT ADVISORY SERVICES, LLC1.5M$72.7M0.1%7.2%+13.0%
2MORGAN STANLEY1.4M$68.3M0.0%6.7%-0.6%
3WELLS FARGO & COMPANY/MN1.2M$57.2M0.0%5.6%+6.3%
4LPL Financial LLC1.2M$56.5M0.0%5.6%+5.8%
5BANK OF AMERICA CORP /DE/798,191$38.7M0.0%3.8%-0.1%
6Cetera Investment Advisers401,181$19.5M0.0%1.9%+11.7%
7Vise Technologies, Inc.398,018$19.3M0.2%1.9%+240.8%
8Cambridge Investment Research Advisors, Inc.380,600$18,4560.0%1.8%+122.3%
9UBS Group AG376,746$18.3M0.0%1.8%+13.4%
10CITIGROUP INC345,764$16.8M0.0%1.7%-12.3%
11SlateStone Wealth, LLCNEW339,168$16,4461.3%1.6%new
12RAYMOND JAMES FINANCIAL INC306,655$14.9M0.0%1.5%-1.2%
13NewEdge Advisors, LLC296,778$14.4M0.0%1.4%+25.8%
14Manhattan West Asset Management, LLC269,771$13.1M2.2%1.3%+18.3%
15OSAIC HOLDINGS, INC.250,956$12.2M0.0%1.2%+24.7%
16JPMORGAN CHASE & CO223,575$10.9M0.0%1.1%+17.8%
17Principle Wealth Partners LLC222,961$10.8M0.5%1.1%-0.8%
18ROYAL BANK OF CANADA213,508$10.4M0.0%1%+57.6%
19JANE STREET GROUP, LLC183,026$8.9M0.0%0.9%+210.7%
20Rockefeller Capital Management L.P.144,709$7.0M0.0%0.7%+4.3%
21HighTower Advisors, LLC136,772$6.6M0.0%0.7%+5.0%
22MML INVESTORS SERVICES, LLC118,821$5.8M0.0%0.6%+19.9%
23ENVESTNET ASSET MANAGEMENT INC93,322$4.5M0.0%0.4%+10.2%
24Cyndeo Wealth Partners, LLC92,000$4.5M0.2%0.4%0.0%
25COMMONWEALTH EQUITY SERVICES, LLC83,319$4.0M0.0%0.4%+47.3%

Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.