FIRST TRUST MUNICIPAL HIGH I (FMHI) Institutional Shareholders
FIRST TRUST MUNICIPAL HIGH I (FMHI) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $618.44M in FMHI holdings during the latest filing period.
Wealth Enhancement Advisory Services, Llc is currently the largest disclosed institutional shareholder of FMHI tracked by InsiderSet, reporting ownership valued at approximately $72.74M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $71.88M, representing an estimated loss of -1.19% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 60% of the total disclosed FMHI value among the investors covered in this analysis. Major shareholders include Wealth Enhancement Advisory Services, Llc, Morgan Stanley, Wells Fargo & Company/Mn, and several other long-term asset managers with concentrated positions in FIRST TRUST MUNICIPAL HIGH I (FMHI).
This page ranks the largest institutional FMHI shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
178
Total Reported Value
$618.44M
Largest Holder
Wealth Enhancement Advisory Services, Llc
Largest Position
$72.74M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
91
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Wealth Enhancement Advisory Services, Llc | 0.12% | 1,503,752 | $72,744,324 | $71,879,346 | -$864,978 | -1.19% | |
| Morgan Stanley | 0.00% | 1,416,205 | $67,326,422 | $67,694,599 | +$368,177 | +0.55% | |
| Wells Fargo & Company/Mn | 0.01% | 1,109,876 | $52,763,522 | $53,052,073 | +$288,551 | +0.55% | |
| Lpl Financial Llc | 0.01% | 1,100,306 | $52,308,525 | $52,594,627 | +$286,102 | +0.55% | |
| Bank Of America Corp | 0.00% | 798,920 | $37,980,643 | $38,188,376 | +$207,733 | +0.55% | |
| Meeder Advisory Services, Inc. | 1.08% | 542,231 | $25,777,672 | $25,918,642 | +$140,970 | +0.55% | |
| Cetera Investment Advisers | 0.02% | 359,142 | $17,073,599 | $17,166,988 | +$93,389 | +0.55% | |
| Citigroup Inc | 0.01% | 345,764 | $16,766,091 | $16,527,519 | -$238,572 | -1.42% | |
| Ubs Group Ag | 0.00% | 332,117 | $15,788,842 | $15,875,193 | +$86,351 | +0.55% | |
| Raymond James Financial Inc | 0.00% | 310,410 | $14,756,900 | $14,837,598 | +$80,698 | +0.55% | |
| Financial Partners Group, Inc | 1.35% | 237,886 | $11,309,099 | $11,370,951 | +$61,852 | +0.55% | |
| Manhattan West Asset Management, Llc | 2.12% | 227,982 | $10,838,268 | $10,897,540 | +$59,272 | +0.55% | |
| Principle Wealth Partners Llc | 0.61% | 224,757 | $10,684,949 | $10,743,385 | +$58,436 | +0.55% | |
| Osaic Holdings, Inc. | 0.01% | 201,308 | $9,570,527 | $9,622,522 | +$51,995 | +0.54% | |
| Enrich Financial Partners Llc | 2.16% | 187,384 | $9,086,246 | $8,956,955 | -$129,291 | -1.42% | |
| Hightower Advisors, Llc | 0.01% | 136,772 | $6,632,087 | $6,537,702 | -$94,385 | -1.42% | |
| Rockefeller Capital Management L.P. | 0.01% | 138,695 | $6,593,594 | $6,629,621 | +$36,027 | +0.55% | |
| Royal Bank Of Canada | 0.00% | 135,471 | $6,440,000 | $6,475,514 | +$35,514 | +0.55% | |
| Ocean Park Asset Management, Llc | 0.27% | 116,300 | $5,639,387 | $5,559,140 | -$80,247 | -1.42% | |
| Vise Technologies, Inc. | 0.11% | 116,797 | $5,598,594 | $5,582,897 | -$15,697 | -0.28% | |
| Goldman Sachs Group Inc | 0.00% | 116,891 | $5,556,998 | $5,587,390 | +$30,392 | +0.55% | |
| Plan Group Financial, Llc | 1.02% | 101,321 | $4,913,037 | $4,843,144 | -$69,893 | -1.42% | |
| Mml Investors Services, Llc | 0.01% | 99,102 | $4,711,292 | $4,737,076 | +$25,784 | +0.55% | |
| Envestnet Asset Management Inc | 0.00% | 93,322 | $4,525,183 | $4,460,792 | -$64,391 | -1.42% | |
| Cyndeo Wealth Partners, Llc | 0.21% | 92,000 | $4,461,069 | $4,397,600 | -$63,469 | -1.42% | |
| Ashton Thomas Securities, Llc | 0.60% | 83,662 | $4,056,770 | $3,999,044 | -$57,726 | -1.42% | |
| Commonwealth Equity Services, Llc | 0.01% | 83,319 | $4,040,120 | $3,982,648 | -$57,472 | -1.42% | |
| Cwm, Llc | 0.01% | 84,418 | $4,013,215 | $4,035,180 | +$21,965 | +0.55% | |
| International Assets Investment Management, Llc | 0.23% | 77,917 | $3,780,408 | $3,724,433 | -$55,975 | -1.48% | |
| Mbl Wealth, Llc | 0.26% | 77,605 | $3,763,067 | $3,709,519 | -$53,548 | -1.42% | |
| Summit Financial, Llc | 0.05% | 78,380 | $3,726,168 | $3,746,564 | +$20,396 | +0.55% | |
| Private Advisor Group, Llc | 0.02% | 74,899 | $3,631,869 | $3,580,172 | -$51,697 | -1.42% | |
| Cornerstone Wealth Management, Llc | 0.15% | 73,438 | $3,560,988 | $3,510,336 | -$50,652 | -1.42% | |
| Equitable Holdings, Inc. | 0.02% | 74,063 | $3,550,165 | $3,540,211 | -$9,954 | -0.28% | |
| Aj Advisors, Llc | 0.94% | 62,460 | $3,028,665 | $2,985,588 | -$43,077 | -1.42% | |
| Atlas Private Wealth Advisors | 0.69% | 61,920 | $2,943,664 | $2,959,776 | +$16,112 | +0.55% | |
| Jane Street Group, Llc | 0.00% | 58,901 | $2,800,154 | $2,815,468 | +$15,314 | +0.55% | |
| D.A. Davidson & Co. | 0.02% | 57,287 | $2,777,847 | $2,738,319 | -$39,528 | -1.42% | |
| Truist Financial Corp | 0.00% | 56,275 | $2,728,778 | $2,689,945 | -$38,833 | -1.42% | |
| Rfg Advisory, Llc | 0.04% | 54,039 | $2,620,375 | $2,583,064 | -$37,311 | -1.42% | |
| Oppenheimer & Co Inc | 0.03% | 54,013 | $2,619,090 | $2,581,821 | -$37,269 | -1.42% | |
| Great Valley Advisor Group, Inc. | 0.05% | 52,713 | $2,505,964 | $2,519,681 | +$13,717 | +0.55% | |
| First Horizon Corp | 0.09% | 49,500 | $2,400,255 | $2,366,100 | -$34,155 | -1.42% | |
| Sequoia Financial Advisors | 0.01% | 45,272 | $2,195,240 | $2,164,002 | -$31,238 | -1.42% | |
| Ifp Advisors, Inc | 0.04% | 41,153 | $1,995,509 | $1,967,113 | -$28,396 | -1.42% | |
| Capital Financial Group Inc\Co\ | 1.01% | 38,575 | $1,833,859 | $1,843,885 | +$10,026 | +0.55% | |
| Newedge Advisors, Llc | 0.08% | 235,909 | $1,819,645 | $11,276,450 | +$9,456,805 | +519.71% | |
| Avior Wealth Management, Llc | 0.05% | 36,756 | $1,782,319 | $1,756,937 | -$25,382 | -1.42% | |
| Elevation Point Wealth Partners, Llc | 0.04% | 37,255 | $1,771,114 | $1,780,789 | +$9,675 | +0.55% | |
| Vestmark Advisory Solutions, Inc. | 0.02% | 37,255 | $1,771,114 | $1,780,789 | +$9,675 | +0.55% |
Frequently asked questions about FMHI
Who owns the most FMHI stock?
The largest holders of FMHI are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for FIRST TRUST MUNICIPAL HIGH I (FMHI).
Is FMHI widely held by superinvestors?
Many widely followed stocks like FMHI appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly FMHI is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.