Who owns First Trust Municipal High Income ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of FMHI from SEC Form 13F filings across 191 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.
As of the 2026-06-30 reporting period, 191 institutions disclosed 15.0M shares of First Trust Municipal High Income ETF worth $728.0M — about 71.8% of shares outstanding; the largest disclosed holder is WEALTH ENHANCEMENT ADVISORY SERVICES, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
191
13F holders
$728.0M
value, 2026 filers
71.8%
of shares outstanding (15.0M sh)
28
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
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1.5M | $72.7M | 0.1% | 7.2% | +13.0% |
| 2 | MORGAN STANLEY | 1.4M | $68.3M | 0.0% | 6.7% | -0.6% |
| 3 | WELLS FARGO & COMPANY/MN | 1.2M | $57.2M | 0.0% | 5.6% | +6.3% |
| 4 | LPL Financial LLC | 1.2M | $56.5M | 0.0% | 5.6% | +5.8% |
| 5 | BANK OF AMERICA CORP /DE/ | 798,191 | $38.7M | 0.0% | 3.8% | -0.1% |
| 6 | Meeder Advisory Services, Inc. | 572,777 | $27.8M | 1.0% | 2.7% | +5.6% |
| 7 | Cetera Investment Advisers | 401,181 | $19.5M | 0.0% | 1.9% | +11.7% |
| 8 | Vise Technologies, Inc. | 398,018 | $19.3M | 0.2% | 1.9% | +240.8% |
| 9 | UBS Group AG | 376,746 | $18.3M | 0.0% | 1.8% | +13.4% |
| 10 | Financial Partners Group, Inc | 355,392 | $17.2M | 1.7% | 1.7% | +49.4% |
| 11 | CITIGROUP INC | 345,764 | $16.8M | 0.0% | 1.7% | -12.3% |
| 12 | SlateStone Wealth, LLCNEW | 339,168 | $16.4M | 1.3% | 1.6% | new |
| 13 | RAYMOND JAMES FINANCIAL INC | 306,655 | $14.9M | 0.0% | 1.5% | -1.2% |
| 14 | NewEdge Advisors, LLC | 296,778 | $14.4M | 0.0% | 1.4% | +25.8% |
| 15 | Manhattan West Asset Management, LLC | 269,771 | $13.1M | 2.2% | 1.3% | +18.3% |
| 16 | OSAIC HOLDINGS, INC. | 250,956 | $12.2M | 0.0% | 1.2% | +24.7% |
| 17 | JPMORGAN CHASE & CO | 223,575 | $10.9M | 0.0% | 1.1% | +17.8% |
| 18 | Principle Wealth Partners LLC | 222,961 | $10.8M | 0.5% | 1.1% | -0.8% |
| 19 | ROYAL BANK OF CANADA | 213,508 | $10.4M | 0.0% | 1% | +57.6% |
| 20 | Cambridge Investment Research Advisors, Inc. | 190,300 | $9.2M | 0.0% | 0.9% | +11.2% |
| 21 | EnRich Financial Partners LLC | 187,384 | $9.1M | 2.2% | 0.9% | +4.7% |
| 22 | JANE STREET GROUP, LLC | 183,026 | $8.9M | 0.0% | 0.9% | +210.7% |
| 23 | Rockefeller Capital Management L.P. | 144,709 | $7.0M | 0.0% | 0.7% | +4.3% |
| 24 | HighTower Advisors, LLC | 136,772 | $6.6M | 0.0% | 0.7% | +5.0% |
| 25 | MML INVESTORS SERVICES, LLC | 118,821 | $5.8M | 0.0% | 0.6% | +19.9% |
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.