FMHI institutional holders

First Trust Municipal High Income ETF · 197 reporting institutions · $707.6M reported value

Funds that can replace FMHI · FMHI return decomposition

Institutional holdings

Institutions reporting FMHI, largest first
InstitutionReported positionAdvisors at firmReport period
Wealth Enhancement Advisory Services, LLC$72.7M1,0262026-06-30
Morgan Stanley$68.3M23,1852026-06-30
Wells Fargo & Company/mn$57.2M02026-06-30
Lpl Financial LLC$56.5M23,4582026-06-30
Bank of America Corp /de$38.7M02026-06-30
Meeder Advisory Services, Inc.$27.8M192026-06-30
Cetera Investment Advisers$19.5M10,3702026-06-30
Vise Technologies, Inc.$19.3M02026-06-30
UBS Group AG$18.3M02026-06-30
Financial Partners Group, Inc$17.2M92026-06-30
Citigroup Inc$16.8M02026-06-30
Raymond James Financial Inc$14.9M02026-06-30
Newedge Advisors$14.4M6012026-06-30
Manhattan West Asset Management, LLC$13.1M102026-06-30
Osaic Holdings, Inc.$12.2M02026-06-30
Jpmorgan Chase & Co$10.9M02026-06-30
Principle Wealth$10.8M212026-06-30
Royal Bank of Canada$10.4M02026-06-30
Enrich Financial Partners LLC$9.1M42026-06-30
Jane Street Group, LLC$8.9M02026-06-30
Rockefeller Capital Management LP$7M3462026-06-30
Hightower Advisors, LLC$6.6M1,0462026-06-30
MML Investors Services, LLC$5.8M5,1202026-06-30
Ocean Park Asset Management, LLC$5.6M122026-06-30
Vaquero Private Wealth, Ltd$4.9M62026-06-30
Plan Group Financial, LLC$4.9M182026-06-30
Envestnet Pmc$4.5M602026-06-30
Cyndeo Wealth Partners$4.5M202026-06-30
Ashton Thomas Securities, LLC$4.1M372026-06-30
Commonwealth Equity Services, LLC$4M2,8632026-06-30
Cwm, LLC$4M6672026-03-31
International Assets Investment Management, LLC$3.8M1222026-06-30
Mbl Advisors$3.8M102026-06-30
Private Advisor Group, LLC$3.6M9272026-06-30
Cornerstone Wealth Management, LLC$3.6M02026-06-30
Equitable Holdings, Inc.$3.5M02026-06-30
Aj Advisors, LLC$3M32026-06-30
D.A. Davidson & Co.$2.8M6892026-06-30
Truist Financial Corp$2.7M02026-06-30
Atlas Private Wealth Advisors$2.7M192026-06-30
Rfg Advisory, LLC$2.6M1912026-06-30
Oppenheimer & Co. Inc.$2.6M1,1662026-06-30
First Horizon Corp$2.4M02026-06-30
Logan Stone Capital, LLC$2.4M02026-06-30
Ewg Elevate Inc.$2.4M02025-09-30
Sequoia Financial Group, LLC$2.2M2582026-06-30
Integrated Wealth Concepts LLC$2M4802026-06-30
Ifp Advisors, Inc$2M3182026-06-30
Sanctuary Advisors, LLC$2M4012026-06-30
Capital Financial Group Inc$1.9M32026-06-30
Mutual Advisors, LLC$1.8M1532026-06-30
Vestmark Advisory Solutions, Inc.$1.8M82026-06-30
Elevation Point Wealth Partners, LLC$1.8M562026-06-30
Avior Wealth Management, LLC$1.8M692026-06-30
Rockland Trust Co$1.7M02026-06-30
Concurrent Investment Advisors, LLC$1.6M3492026-06-30
Ameriprise Financial Inc$1.6M02026-06-30
Stifel Financial Corp$1.6M02026-06-30
Shorehaven Wealth Partners, LLC$1.6M42026-06-30
Main Street Financial Solutions, LLC$1.5M412026-06-30
Spartan Wealth Advisory Services LLC$1.5M212026-06-30
Stonebridge Financial Planning Group, LLC$1.5M52026-06-30
Kestra Private Wealth Services, LLC$1.4M2062026-06-30
Boyce & Associates Wealth Consulting, Inc.$1.4M82026-06-30
Curran Financial Partners, LLC$1.4M162026-06-30
Onedigital Investment Advisors LLC$1.3M3862026-06-30
Arax Advisory Partners$1.3M2322026-06-30
Harbour Investments, Inc.$1.3M2472026-06-30
Hobart Private Capital, LLC$1.3M122026-06-30
Gsg Advisors LLC$1.3M32026-06-30
Arkadios Wealth Advisors$1.3M2262026-06-30
Ameritas Advisory Services, LLC$1.2M5502026-06-30
Signal Advisors Wealth, LLC$1.2M452026-06-30
Stephens Inc /ar$1.2M2432026-06-30
Traction Financial Partners, LLC$1.2M72026-06-30
Triton Wealth Management, PLLC$1.1M92026-06-30
J.W. Cole Advisors, Inc.$1.1M4992026-06-30
Great Valley Advisor Group, LLC$1.1M2052026-06-30
High Net Worth Advisory Group LLC$1.1M62026-06-30
&partners$1.1M5552026-06-30
Stratos Wealth Partners, Ltd.$1M3862026-06-30
Crumly & Associates Inc.$995.8K62026-06-30
Platform Technology Partners$929.6K102026-06-30
Comerica Bank$927.1K02025-12-31
Nations Financial Group Inc, /ia/ /adv$906.5K02026-06-30
Boyd Wealth Management, LLC$895.8K52026-06-30
Sowell Financial Services LLC$869.1K1082026-06-30
Ifg Advisory, LLC$867.8K1102026-06-30
Seamount Financial Group Inc$842.8K62026-06-30
Capital Investment Advisory Services, LLC$821.5K1032026-06-30
Summit Financial, LLC$797.2K2292026-06-30
Milestones Private Investment Advisors LLC$762K22026-06-30
Investors Portfolio Services LLC$735.8K32026-06-30
Summit Wealth Partners, LLC$728.3K122026-06-30
Country Trust Bank$725.1K02026-06-30
Fifth Third Bancorp$713.2K02026-06-30
Kestra Advisory Services, LLC$690.6K1,4792026-06-30
Wealthcare Investment Partners LLC$659.7K62026-06-30
Kingswood Wealth Advisors, LLC$656.9K1232026-06-30
Dakota Wealth Management$593.4K02026-06-30
Keating Financial Advisory Services, Inc.$566.4K252026-06-30
Allworth Financial, LP$556.6K3172026-06-30
Marshall Financial Group, LLC$550.4K142026-06-30
Advisornet Wealth Partners$547.2K582026-06-30
Koshinski Asset Management, Inc.$546.9K692026-06-30
Global Retirement Partners LLC$535.7K4912026-06-30
Steward Partners Investment Advisory, LLC$533.5K4812026-06-30
Oneascent Financial Services LLC$525.4K852026-06-30
Hedeker Wealth, LLC$510K22026-06-30
Geneos Wealth Management, Inc.$490.4K1932026-06-30
Advyzon Investment Management, LLC$473.8K22026-06-30
Synergy Investment Management, LLC$451.2K192026-06-30
Creativeone Wealth, LLC$449.1K2212026-06-30
Captrust Financial Advisors$443.1K9622026-06-30
Old Mission Capital LLC$423.5K02026-06-30
Lineweaver Wealth Advisors, LLC$416.2K92026-06-30
Jacobi Capital Management LLC$408.1K322026-06-30
Dynamic$404.2K752026-06-30
Dhjj Financial Advisors, Ltd.$402.7K72026-06-30
Mariner, LLC$399.5K02026-06-30
Essex Bank$394.1K02026-06-30
Gladstone Institutional Advisory LLC$392.9K1082026-06-30
Mattern Wealth Management LLC$387.9K42026-06-30
Orion Porfolio Solutions, LLC$387K1992026-06-30
Prospera Financial Services, Inc.$385.2K2702026-06-30
Kovack Advisors, Inc.$378.2K2582026-06-30
Nuveen, LLC$369.6K02026-06-30
Clear Creek Financial Management, LLC$363.5K442026-06-30
Brookstone Capital Management$359.5K3372026-06-30
Sigma Planning Corp$359.1K4742026-06-30
Lokken Investment Group LLC$350.1K02025-09-30
Genesee Capital Advisors, LLC$345.3K22026-06-30
Ae Wealth Management LLC$343.3K4712026-06-30
Baird Financial Group, Inc.$337K02026-06-30
Kingsview Wealth Management, LLC$336.9K1152026-06-30
Northwestern Mutual Wealth Management Co$336K02026-06-30
Mercer Global Advisors Inc /adv$333K02026-06-30
Uniting Wealth Partners$330.2K162026-06-30
Corecap Advisors, LLC$324.3K1182026-06-30
Brooklyn Investment Group$311K02026-03-31
Crux Wealth Advisors$308.6K92026-06-30
Level Four Advisory Services$299.8K1412026-06-30
Elequin Capital, LP$295.8K02026-06-30
Sagespring Wealth Partners$291.9K1262026-06-30
Xcel Wealth Management, LLC$290.9K32026-06-30
Chicago Partners Investment Group LLC$287.4K572026-06-30
Highpoint Advisor Group LLC$278.9K1142026-06-30
Money Concepts Capital Corp$274.4K3892026-06-30
Flagstar Securities, Inc$272.7K302026-06-30
Stewardship Advisors, LLC$263.5K92026-06-30
Cfo4life Group, LLC$260.6K02026-06-30
Advisory Services Network$249.9K2532026-06-30
Snowden Capital Advisors LLC$247.5K1222026-06-30
Aqr Capital Management LLC$246.2K12026-06-30
Parallel Advisors, LLC$244.4K752026-06-30
Bay Colony Advisory Group, Inc D/b/a Bay Colony Advisors$234.7K02026-06-30
Lvz, Inc.$230.7K162026-06-30
Westside Investment Management, LLC$220.7K72026-06-30
Triumph Capital Management$217K142026-06-30
Aspen Grove Capital, LLC$213.4K82026-06-30
Landmark Wealth Management, LLC$212.2K02026-06-30
Key Financial, Inc.$212.1K82026-06-30
Susquehanna International Group, LLP$211.7K02026-06-30
Altus Wealth Group LLC$211K62026-06-30
Waddell & Associates, LLC$210K02026-06-30
Fsb Premier Wealth Management, Inc.$201.9K102026-06-30
Private Trust Co NA$138.1K02026-06-30
Farther Finance Advisors, LLC$130.2K3342026-06-30
Hughes Financial Services, LLC$123K92026-06-30
Farmers & Merchants Investments Inc$111.1K02026-06-30
Fyra Capital Management$96.8K72025-09-30
Glen Eagle Advisors, LLC$93K132026-06-30
Img Wealth Management, Inc.$80.6K72026-06-30
Duncker Streett & Co.$67.5K22026-06-30
Blackrock, Inc.$52.3K02026-06-30
Ashton Thomas Private Wealth, LLC$50.7K962026-06-30
Signature Equity Partners, LLC$43.3K342026-06-30
Rothschild Investment LLC$30.3K182026-06-30
Larson Financial Group LLC$29.7K672026-06-30
Evolution Wealth Management Inc.$28.2K32026-06-30
Cornerstone Planning Group LLC$16.5K232026-06-30
Brown Brothers Harriman Mutual Fund Advisory Department$16.4K02026-06-30
Mosley Wealth Management$16.1K122026-06-30
Golden State Wealth Management, LLC$16K472026-06-30
US Bancorp$15.3K02026-06-30
Tucker Asset Management LLC$10.4K602026-06-30
Top Private Wealth Llc.$9.4K22026-06-30
Cambridge Investment Research Advisors, Inc.$8.1K3,9402026-03-31
Ameriflex Group, Inc.$7.7K2122026-06-30
Lanark Financial, Inc.$7.3K692026-06-30
Fwl Investment Management, LLC$7K22026-06-30
Rossby Financial, Lcc$6.3K312026-06-30
Janney Montgomery Scott LLC$2.3K1,3422026-06-30
Hrt Financial LP$64702026-06-30
Aurora Private Wealth, Inc.$205202026-06-30
CIBC Private Wealth Group LLC$14402025-12-31
Capital Analysts, LLC$706082026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30