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First Trust Municipal High I (FMHI)

CUSIP: 33739P301 | NYSE | 388 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Wealth Enhancement Advisory Services, LLC2,597,642
0.2% of portfolio›$115.8M
Vise Technologies, Inc.534,854
0.2% of portfolio›$24.0M
Financial Partners Group, Inc281,945
1.3% of portfolio›$12.6M
Citigroup Inc210,387
0.0% of portfolio›$9.4M
Principle Wealth Partners LLC209,303
0.5% of portfolio›$9.4M
Cambridge Investment Research Advisors, Inc.205,298
0.1% of portfolio›$9.2M
EnRich Financial Partners LLC186,848
2.0% of portfolio›$8.4M
Commonwealth Equity Services, LLC129,683
0.0% of portfolio›$5.8M
Plan Group Financial, LLC100,632
0.9% of portfolio›$4.6M
Vaquero Private Wealth, LTD98,300
0.9% of portfolio›$4.4M
Cyndeo Wealth Partners, LLC94,056
0.2% of portfolio›$4.2M
Ashton Thomas Securities, LLC83,655
0.4% of portfolio›$3.8M
International Assets Investment Management, LLC81,067
0.2% of portfolio›$3.6M
MBL Wealth, LLC78,885
0.2% of portfolio›$3.5M
Cornerstone Wealth Management, LLC74,128
0.1% of portfolio›$3.3M
Oppenheimer & Co Inc68,074
0.0% of portfolio›$3.1M
Truist Financial Corp67,404
0.0% of portfolio›$3.0M
Atlas Private Wealth Advisors55,648
0.5% of portfolio›$2.5M
D.A. Davidson & Co.53,045
0.0% of portfolio›$2.4M
RFG Advisory, LLC49,545
0.0% of portfolio›$2.2M
First Horizon Corp49,500
0.1% of portfolio›$2.2M
Elevation Point Wealth Partners, LLC40,925
0.0% of portfolio›$1.8M
Econ Financial Services Corp39,515
0.7% of portfolio›$1.8M
Boyce & Associates Wealth Consulting, Inc.39,398
1.1% of portfolio›$1.8M
Avior Wealth Management, LLC34,755
0.0% of portfolio›$1.6M
Concurrent Investment Advisors, LLC33,605
0.0% of portfolio›$1.5M
Curran Financial Partners, LLC32,480
0.2% of portfolio›$1.5M
IFP Advisors, Inc30,612
0.0% of portfolio›$1.4M
J.W. Cole Advisors, Inc.29,821
0.0% of portfolio›$1.3M
ShoreHaven Wealth Partners, LLC28,881
0.4% of portfolio›$1.3M
GSG Advisors LLC26,739
0.3% of portfolio›$1.2M
Rockland Trust Co26,645
0.0% of portfolio›$1.2M
Signal Advisors Wealth, LLC25,392
0.1% of portfolio›$1.1M
Kestra Private Wealth Services, LLC23,131
0.0% of portfolio›$1.0M
High Net Worth Advisory Group LLC22,581
0.2% of portfolio›$1.0M
Hobart Private Capital, LLC22,407
0.2% of portfolio›$1.0M
Crumly & Associates Inc.19,811
0.2% of portfolio›$888.5K
Boyd Wealth Management, LLC19,450
0.3% of portfolio›$872.3K
MGO One Seven LLC19,122
0.0% of portfolio›$857.6K
Retirement Planning Group, LLC18,890
0.0% of portfolio›$847.2K
Sowell Financial Services LLC18,806
0.0% of portfolio›$843.5K
Triton Wealth Management, Pllc18,693
0.3% of portfolio›$864.2K
Platform Technology Partners18,214
0.1% of portfolio›$816.9K
Nations Financial Group Inc,17,585
0.0% of portfolio›$788.7K
Seamount Financial Group Inc17,469
0.3% of portfolio›$783.5K
Schwallier Wealth Management LLC16,983
0.5% of portfolio›$761.7K
Flagship Harbor Advisors, LLC16,260
0.0% of portfolio›$729.3K
Fifth Third Bancorp16,224
0.0% of portfolio›$727.6K
Capital Investment Advisory Services, LLC16,143
0.0% of portfolio›$724.0K
Kestra Advisory Services, LLC16,039
0.0% of portfolio›$719.3K
Milestones Private Investment Advisors LLC14,980
0.5% of portfolio›$671.9K
Country Trust Bank14,663
0.0% of portfolio›$657.6K
Wedbush Securities Inc13,875
0.0% of portfolio›$622.0K
Kingswood Wealth Advisors, LLC13,549
0.0% of portfolio›$607.7K
WealthCare Investment Partners, LLC12,815
0.1% of portfolio›$574.7K
Lineweaver Wealth Advisors, LLC12,339
0.1% of portfolio›$553.4K
Dynamic Advisor Solutions LLC11,186
0.0% of portfolio›$501.7K
Koshinski Asset Management, Inc.10,740
0.0% of portfolio›$481.7K
Hedeker Wealth, LLC10,518
0.1% of portfolio›$471.7K
Jacobi Capital Management LLC9,638
0.0% of portfolio›$432.3K
Farther Finance Advisors, LLC8,731
0.0% of portfolio›$391.6K
Prospera Financial Services Inc8,719
0.0% of portfolio›$403.3K
Creative Planning8,649
0.0% of portfolio›$387.9K
Brookstone Capital Management8,328
0.0% of portfolio›$373.5K
Landmark Wealth Management, LLC8,266
0.1% of portfolio›$370.7K
Essex Bank8,127
0.1% of portfolio›$364.4K
CoreCap Advisors, LLC7,455
0.0% of portfolio›$334.4K
Triumph Capital Management6,955
0.1% of portfolio›$311.9K
Sigma Planning Corp6,750
0.0% of portfolio›$303.1K
Clear Creek Financial Management, LLC6,646
0.0% of portfolio›$298.1K
Independent Financial Group, LLC6,448
0.0% of portfolio›$289.2K
LVZ, Inc.6,308
0.0% of portfolio›$282.9K
Dhjj Financial Advisors, Ltd.6,298
0.1% of portfolio›$282.5K
Xcel Wealth Management, LLC6,000
0.1% of portfolio›$269.1K
Flagstar Securities, Inc5,688
0.1% of portfolio›$255.1K
Chicago Partners Investment Group LLC5,641
0.0% of portfolio›$258.4K
Stewardship Advisors, LLC5,434
0.1% of portfolio›$243.7K
Westside Investment Management, Inc.4,552
0.0% of portfolio›$204.2K
Key FInancial Inc4,375
0.0% of portfolio›$196.2K
Parallel Advisors, LLC3,266
0.0% of portfolio›$146.5K
Private Trust Co NA2,867
0.0% of portfolio›$128.6K
Farmers & Merchants Investments Inc2,200
0.0% of portfolio›$98.7K
Hughes Financial Services, LLC1,973
0.0% of portfolio›$90.9K
IMG Wealth Management, Inc.1,821
0.0% of portfolio›$81.7K
Farmers & Merchants Trust Co of Chambersburg PA1,670
0.1% of portfolio›$75.0K
Duncker Streett & Co Inc1,392
0.0% of portfolio›$62.4K
Ashton Thomas Private Wealth, LLC1,046
0.0% of portfolio›$46.9K
Signature Equity Partners, LLC800
0.0% of portfolio›$35.9K
Larson Financial Group LLC612
0.0% of portfolio›$27.4K
Evolution Wealth Management Inc.582
0.0% of portfolio›$26.1K
Mosley Wealth Management336
0.0% of portfolio›$15.3K
Golden State Wealth Management, LLC329
0.0% of portfolio›$14.8K
US Bancorp \de\316
0.0% of portfolio›$14.2K
Latitude Advisors, LLC275
0.0% of portfolio›$12.3K
Lanark Financial, Inc.151
0.0% of portfolio›$6.8K
Rossby Financial, LCC130
0.0% of portfolio›$5.8K
StyleTurnoverLocationFiled
Wealth Enhancement Advisory Services, LLC
2,597,642$115.8M0.2%CoreLowPlymouth, MN2026-10-13
Vise Technologies, Inc.
534,854$24.0M0.2%IndexLowNew York, NY2026-10-29
Financial Partners Group, Inc
281,945$12.6M1.3%ETFLowOverland Park, KS2026-10-19
Citigroup Inc
210,387$9.4M0.0%CoreMediumNew York, NY2026-11-04
Principle Wealth Partners LLC
209,303$9.4M0.5%CoreVery LowMadison, CT2026-11-02
Cambridge Investment Research Advisors, Inc.
205,298$9.2M0.1%ETFLowFairfield, IA2026-11-02
EnRich Financial Partners LLC
186,848$8.4M2.0%ETFVery LowMadison, WI2026-10-21
Commonwealth Equity Services, LLC
129,683$5.8M0.0%ETFLowWaltham, MA2026-11-02
Plan Group Financial, LLC
100,632$4.6M0.9%ETFMediumOklahoma City, OK2026-10-22
Vaquero Private Wealth, LTD
98,300$4.4M0.9%ETFN/ADallas, TX2026-10-27
Cyndeo Wealth Partners, LLC
94,056$4.2M0.2%CoreMediumSt. Petersburg, FL2026-10-16
Ashton Thomas Securities, LLC
83,655$3.8M0.4%ETFMediumRochester, NY2026-10-26
International Assets Investment Management, LLC
81,067$3.6M0.2%CoreVery HighOrlando, FL2026-11-02
MBL Wealth, LLC
78,885$3.5M0.2%ETFLowCharlotte, NC2026-10-22
Cornerstone Wealth Management, LLC
74,128$3.3M0.1%ETFVery LowSt. Peters, MO2026-11-04
Oppenheimer & Co Inc
68,074$3.1M0.0%CoreLowNew York, NY2026-10-26
Truist Financial Corp
67,404$3.0M0.0%CoreLowCharlotte, NC2026-10-30
Atlas Private Wealth Advisors
55,648$2.5M0.5%ETFLowRed Bank, NJ2026-10-23
D.A. Davidson & Co.
53,045$2.4M0.0%CoreLowGreat Falls, MT2026-10-28
RFG Advisory, LLC
49,545$2.2M0.0%ETFMediumBirmingham, AL2026-11-03
First Horizon Corp
49,500$2.2M0.1%CoreLowMemphis, TN2026-10-26
Elevation Point Wealth Partners, LLC
40,925$1.8M0.0%CoreHighDenver, CO2026-11-05
Econ Financial Services Corp
39,515$1.8M0.7%YieldVery HighHarrisburg, PA2026-10-19
Boyce & Associates Wealth Consulting, Inc.
39,398$1.8M1.1%ETFMediumCedar Park, TX2026-10-14
Avior Wealth Management, LLC
34,755$1.6M0.0%ETFMediumOmaha, NE2026-10-13
Concurrent Investment Advisors, LLC
33,605$1.5M0.0%GrowthMediumTampa, FL2026-10-16
Curran Financial Partners, LLC
32,480$1.5M0.2%ETFMediumDaniel Island, SC2026-11-04
IFP Advisors, Inc
30,612$1.4M0.0%GrowthLowTampa, FL2026-10-16
J.W. Cole Advisors, Inc.
29,821$1.3M0.0%IndexLowTampa, FL2026-11-05
ShoreHaven Wealth Partners, LLC
28,881$1.3M0.4%ETFMediumRed Bank, NJ2026-10-16
GSG Advisors LLC
26,739$1.2M0.3%ETFVery LowMount Laurel, NJ2026-11-03
Rockland Trust Co
26,645$1.2M0.0%CoreLowHanover, MA2026-10-05
Signal Advisors Wealth, LLC
25,392$1.1M0.1%ETFLowDetroit, MI2026-10-13
Kestra Private Wealth Services, LLC
23,131$1.0M0.0%GrowthLowAustin, TX2026-10-30
High Net Worth Advisory Group LLC
22,581$1.0M0.2%ETFVery LowNaples, FL2026-10-26
Hobart Private Capital, LLC
22,407$1.0M0.2%ETFMediumCharlotte, NC2026-10-19
Crumly & Associates Inc.
19,811$888.5K0.2%ETFMediumSpringfield, IL2026-10-07
Boyd Wealth Management, LLC
19,450$872.3K0.3%ETFMediumSacramento, CA2026-10-20
MGO One Seven LLC
19,122$857.6K0.0%GrowthLowBeachwood, OH2026-10-28
Retirement Planning Group, LLC
18,890$847.2K0.0%ETFVery LowLeawood, KS2026-10-19
Sowell Financial Services LLC
18,806$843.5K0.0%CoreLowNorth Little Rock, AR2026-10-23
Triton Wealth Management, Pllc
18,693$864.2K0.3%ETFMediumSun City, AZ2026-11-04
Platform Technology Partners
18,214$816.9K0.1%CoreVery LowLocust Valley, NY2026-11-02
Nations Financial Group Inc,
17,585$788.7K0.0%CoreLowCedar Rapids, IA2026-11-05
Seamount Financial Group Inc
17,469$783.5K0.3%ETFLowColorado Springs, CO2026-10-21
Schwallier Wealth Management LLC
16,983$761.7K0.5%ETFHighGrand Rapids, MI2026-11-05
Flagship Harbor Advisors, LLC
16,260$729.3K0.0%ETFMediumBoston, MA2026-10-26
Fifth Third Bancorp
16,224$727.6K0.0%IndexVery LowCincinnati, OH2026-11-05
Capital Investment Advisory Services, LLC
16,143$724.0K0.0%CoreMediumRaleigh, NC2026-10-30
Kestra Advisory Services, LLC
16,039$719.3K0.0%CoreLowAustin, TX2026-11-02
Milestones Private Investment Advisors LLC
14,980$671.9K0.5%ETFMediumFairport, NY2026-10-19
Country Trust Bank
14,663$657.6K0.0%GrowthLowBloomington, IL2026-10-30
Wedbush Securities Inc
13,875$622.0K0.0%CoreLowPasadena, CA2026-10-22
Kingswood Wealth Advisors, LLC
13,549$607.7K0.0%GrowthLowSan Diego, CA2026-10-23
WealthCare Investment Partners, LLC
12,815$574.7K0.1%ETFLowPortsmouth, RI2026-11-05
Lineweaver Wealth Advisors, LLC
12,339$553.4K0.1%ETFLowValley View, OH2026-10-13
Dynamic Advisor Solutions LLC
11,186$501.7K0.0%ETFLowPhoenix, AZ2026-10-13
Koshinski Asset Management, Inc.
10,740$481.7K0.0%ETFLowDecatur, IL2026-10-29
Hedeker Wealth, LLC
10,518$471.7K0.1%GrowthLowLincolnshire, IL2026-10-23
Jacobi Capital Management LLC
9,638$432.3K0.0%CoreLowPittston, PA2026-11-05
Farther Finance Advisors, LLC
8,731$391.6K0.0%IndexLowSan Francisco, CA2026-10-08
Prospera Financial Services Inc
8,719$403.3K0.0%CoreMediumDallas, TX2026-11-04
Creative Planning
8,649$387.9K0.0%IndexVery LowOverland Park, KS2026-11-02
Brookstone Capital Management
8,328$373.5K0.0%ETFMediumWheaton, IL2026-10-22
Landmark Wealth Management, LLC
8,266$370.7K0.1%ETFVery LowMelville, NY2026-11-03
Essex Bank
8,127$364.4K0.1%CoreLowEssex, CT2026-10-16
CoreCap Advisors, LLC
7,455$334.4K0.0%ETFMediumSouthfield, MI2026-10-08
Triumph Capital Management
6,955$311.9K0.1%ETFMediumDenver, CO2026-10-14
Sigma Planning Corp
6,750$303.1K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Clear Creek Financial Management, LLC
6,646$298.1K0.0%ETFMediumSilverdale, WA2026-10-28
Independent Financial Group, LLC
6,448$289.2K0.0%GrowthLowSan Diego, CA2026-10-13
LVZ, Inc.
6,308$282.9K0.0%ETFLowHolland, MI2026-10-20
Dhjj Financial Advisors, Ltd.
6,298$282.5K0.1%ETFVery LowNaperville, IL2026-10-23
Xcel Wealth Management, LLC
6,000$269.1K0.1%CoreMediumHolly Hill, FL2026-10-26
Flagstar Securities, Inc
5,688$255.1K0.1%ETFVery LowNew York, NY2026-10-15
Chicago Partners Investment Group LLC
5,641$258.4K0.0%GARPLowChicago, IL2026-10-27
Stewardship Advisors, LLC
5,434$243.7K0.1%ETFMediumMount Joy, PA2026-10-20
Westside Investment Management, Inc.
4,552$204.2K0.0%GrowthLowSanta Monica, CA2026-11-02
Key FInancial Inc
4,375$196.2K0.0%ETFLowWest Chester, PA2026-11-02
Parallel Advisors, LLC
3,266$146.5K0.0%IndexLowSan Francisco, CA2026-11-03
Private Trust Co NA
2,867$128.6K0.0%CoreLowCleveland, OH2026-10-20
Farmers & Merchants Investments Inc
2,200$98.7K0.0%CoreVery LowLincoln, NE2026-10-22
Hughes Financial Services, LLC
1,973$90.9K0.0%ETFLowHerndon, VA2026-10-30
IMG Wealth Management, Inc.
1,821$81.7K0.0%ETFMediumJacksonville, FL2026-10-27
Farmers & Merchants Trust Co of Chambersburg PA
1,670$75.0K0.1%GARPLowChambersburg, PA2026-10-14
Duncker Streett & Co Inc
1,392$62.4K0.0%GrowthLowSt. Louis, MO2026-10-27
Ashton Thomas Private Wealth, LLC
1,046$46.9K0.0%CoreMediumScottsdale, AZ2026-11-03
Signature Equity Partners, LLC
800$35.9K0.0%GrowthMediumColumbus, OH2026-10-29
Larson Financial Group LLC
612$27.4K0.0%GrowthLowSt Louis, MO2026-11-05
Evolution Wealth Management Inc.
582$26.1K0.0%ETFMediumFort Myers, FL2026-10-28
Mosley Wealth Management
336$15.3K0.0%ETFHighAnaheim, CA2026-10-16
Golden State Wealth Management, LLC
329$14.8K0.0%ETFMediumSanta Ana, CA2026-11-02
US Bancorp \de\
316$14.2K0.0%IndexLowMinneapolis, MN2026-11-05
Latitude Advisors, LLC
275$12.3K0.0%ETFLowYorkville, IL2026-10-27
Lanark Financial, Inc.
151$6.8K0.0%CoreMediumBirmingham, AL2026-10-26
Rossby Financial, LCC
130$5.8K0.0%ETFMediumMelbourne, FL2026-11-05