FMNY Institutional Ownership & Shareholders
FIRST TRUST NY MUNI HIGH INC (FMNY) is currently held by 19 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $26.30M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Magnus Financial Group Llc is currently the largest disclosed institutional shareholder of FMNY tracked by InsiderSet, reporting ownership valued at approximately $11.77M in its September 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 $12.14M, representing an estimated gain of +3.17% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 97% of the total disclosed FMNY value among the investors covered in this analysis. Major shareholders include Magnus Financial Group Llc, Hennion & Walsh Asset Management, Inc., Flynn Zito Capital Management, Llc, and several other long-term asset managers with concentrated positions in FIRST TRUST NY MUNI HIGH INC (FMNY).
This page ranks the largest institutional FMNY 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
19
Total Reported Value
$26.30M
Largest Holder
Magnus Financial Group Llc
Largest Position
$11.77M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
28
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Magnus Financial Group Llc | 0.79% | 472,922 | $11,771,022 | $12,143,786 | +$372,764 | +3.17% | |
| Hennion & Walsh Asset Management, Inc. | 0.15% | 205,444 | $5,113,501 | $5,275,432 | +$161,931 | +3.17% | |
| Flynn Zito Capital Management, Llc | 1.10% | 150,735 | $4,054,783 | $3,870,603 | -$184,180 | -4.54% | |
| Osaic Holdings, Inc. | 0.00% | 36,793 | $989,762 | $944,778 | -$44,984 | -4.54% | |
| Lpl Financial Llc | 0.00% | 33,642 | $904,973 | $863,866 | -$41,107 | -4.54% | |
| Cetera Investment Advisers | 0.00% | 30,397 | $817,679 | $780,540 | -$37,139 | -4.54% | |
| Jane Street Group, Llc | 0.00% | 26,098 | $702,036 | $670,150 | -$31,886 | -4.54% | |
| Old Mission Capital Llc | 0.01% | 18,903 | $508,490 | $485,395 | -$23,095 | -4.54% | |
| Naples Global Advisors, Llc | 0.03% | 16,200 | $435,780 | $415,987 | -$19,793 | -4.54% | |
| Commonwealth Equity Services, Llc | 0.00% | 12,209 | $303,890 | $313,505 | +$9,615 | +3.16% | |
| Goldman Sachs Group Inc | 0.00% | 8,989 | $241,804 | $230,821 | -$10,983 | -4.54% | |
| Kestra Advisory Services, Llc | 0.00% | 9,026 | $224,651 | $231,771 | +$7,120 | +3.17% | |
| Arax Advisory Partners | 0.00% | 5,342 | $143,700 | $137,173 | -$6,527 | -4.54% | |
| Jpmorgan Chase & Co | 0.00% | 1,527 | $41,023 | $39,211 | -$1,812 | -4.42% | |
| Ifp Advisors, Inc | 0.00% | 1,255 | $31,237 | $32,226 | +$989 | +3.17% | |
| Smithfield Trust Co | 0.00% | 550 | $14,000 | $14,123 | +$123 | +0.88% | |
| Ogorek Anthony Joseph | 0.00% | 179 | $4,000 | $4,596 | +$596 | +14.91% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 9,104 | $227 | $233,774 | +$233,547 | +102884.29% | |
| Morgan Stanley | 0.00% | 1 | $43 | $26 | -$17 | -40.28% |
Frequently asked questions about FMNY
Who are the largest institutional holders of FMNY?
The largest institutional holders of FMNY reported in the latest SEC Form 13F filings include Magnus Financial Group Llc, Hennion & Walsh Asset Management, Inc., Flynn Zito Capital Management, Llc, Osaic Holdings, Inc., and Lpl Financial Llc. InsiderSet ranks institutional holders by their latest reported FMNY position.
What is FMNY institutional ownership?
This page tracks FMNY positions reported by institutional investment managers through SEC Form 13F. FIRST TRUST NY MUNI HIGH INC (FMNY) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own FMNY?
InsiderSet currently tracks 19 institutional managers reporting FMNY holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of FMNY shareholders.
How much FMNY stock do institutions own?
Institutional investment managers disclosed approximately $26.30M in FMNY holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was FMNY institutional ownership last updated?
The latest FMNY institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional FMNY holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its FMNY position after the reporting date.
Are institutions buying or selling FMNY?
Institutional buying and selling can be analyzed by comparing FMNY positions across consecutive 13F reporting periods. InsiderSet's FMNY Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View FMNY ownership changes.
How has FMNY institutional ownership changed over time?
InsiderSet tracks FMNY institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.