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Get Institutions for : 
First Trust Municipal High Income (FMHI)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 136    7
Total shares held : 
7,844,454  
% of shares held : 
8.72%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  15  
Amount of shares held : 
1,823,776  
% of shares held change : 
  2.03%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
N/A  
Last Quarter's Ending Price : 
N/A  
Last Quarter's Average Price
N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
17
 316,057
 4.03%
 
Increased Positions :
52
 2,385,965
 30.42%
 
Unchanged Positions :
23
 268,261
 3.42%
 
Decreased Positions :
44
-787,936
-10.04%
 
Closed Positions :
10
-90,310
-1.15%
 
Guru Positions :
0
 0%
 
View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for period: 
12-31-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 562 - 2024-03-31 364,565 $17,565,000 -3,360
   Crumly & Associates Inc. 13 - 2024-03-31 185,042 $8,915,000 -22,619
   Principle Wealth Partners LLC 43 - 2024-03-31 159,985 $7,708,000 -9,308
   RAYMOND JAMES & ASSOCIATES 1508 - 2024-03-31 114,279 $5,506,000 -3,791
   Advisor Group Holdings Inc. 1124 - 2024-03-31 90,664 $4,369,000 -29,275
   Cyndeo Wealth Partners LLC 86 - 2024-03-31 89,089 $4,292,000 -12,760
   Private Advisor Group LLC 531 - 2024-03-31 84,017 $4,048,000 -1,098
   Atlas Private Wealth Advisors 17 - 2024-03-31 83,142 $4,006,000 -81,554
   HIGHTOWER ADVISORS, LLC 1066 - 2024-03-31 79,362 $3,824,000 -21,699
   ROCKLAND TRUST CO 77 - 2024-03-31 75,651 $3,645,000 -8,406
   Advisory Resource Group 48 - 2024-03-31 40,453 $1,949,000 -729
   Mutual Advisors LLC 304 - 2024-03-31 36,096 $1,739,000 -3,756
   SIGNATURE SECURITIES GROUP CORPORATION 65 - 2024-03-31 27,709 $1,335,000 -132
   JANNEY MONTGOMERY SCOTT LLC 1493 - 2024-03-31 21,417 $1,032,000 -2,400
   Capital Investment Advisory Services LLC 194 - 2024-03-31 20,675 $996,000 -575
   COUNTRY TRUST BANK 90 - 2024-03-31 20,175 $972,000 -8,963
   HARBOUR INVESTMENTS INC. 378 - 2023-12-31 19,560 $933,000 -52,188
   RFG Advisory Group LLC 376 - 2024-03-31 18,685 $900,000 -262
   Boyd Wealth Management LLC 25 - 2024-03-31 18,056 $870,000 -1,360
   CAPTRUST FINANCIAL ADVISORS 1216 - 2024-03-31 17,429 $840,000 -4,991
   GREAT VALLEY ADVISOR GROUP INC. 409 - 2024-03-31 16,754 $807,000 -1,729
   Rockefeller Capital Management L.P. 1333 - 2024-03-31 16,176 $779,000 -17
   Orion Portfolio Solutions LLC 1137 - 2024-03-31 14,547 $701,000 -1,848
   Snowden Capital Advisors LLC 617 - 2024-03-31 13,891 $669,000 -227
   BB&T CORP 1804 - 2024-03-31 13,362 $644,000 -2,452
   CFO4Life Group LLC 115 - 2024-03-31 10,288 $496,000 -1,282
   Envestnet Portfolio Solutions Inc. 1170 - 2024-03-31 9,329 $449,000 -62
   Geneos Wealth Management Inc. 536 - 2024-03-31 8,678 $418,000 -696
   Stratos Wealth Partners LTD. 1002 - 2024-03-31 7,526 $363,000 -2,770
   Pineridge Advisors LLC 39 - 2024-03-31 7,382 $356,000 -889
   Chicago Partners Investment Group LLC 548 - 2024-03-31 6,821 $324,000 -512
   KCS Wealth Advisory 117 - 2023-09-30 6,027 $272,000 -240
   PRIVATE TRUST CO NA 898 - 2024-03-31 1,881 $91,000 -835
   CREATIVE FINANCIAL DESIGNS INC /ADV 1030 - 2024-03-31 302 $15,000 -300

  34 Records found
  1    
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