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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: 3-31-2022 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 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
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 120 - 2024-03-31 1,428,109 $68,806,000 44,740
   LPL FINANCIAL CORP 667 - 2024-03-31 744,702 $35,880,000 68,643
   MORGAN STANLEY 2191 - 2024-03-31 654,385 $31,528,000 158,098
   WELLS FARGO & CO/MN 1018 - 2024-03-31 504,511 $24,307,000 97,759
   BANK OF AMERICA CORP /DE/ 1895 - 2024-03-31 432,745 $20,850,000 76,812
   UBS Group AG 1238 - 2024-03-31 384,898 $18,544,000 308,146
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 562 - 2024-03-31 364,565 $17,565,000 -3,360
   CITIGROUP INC 688 - 2024-03-31 349,587 $16,843,000 45,913
   Financial Partners Group Inc 21 - 2024-03-31 198,712 $9,574,000 16,682
   Crumly & Associates Inc. 13 - 2024-03-31 185,042 $8,915,000 -22,619
   Manhattan West Asset Management LLC 12 - 2024-03-31 181,057 $8,723,000 11,236
   Principle Wealth Partners LLC 43 - 2024-03-31 159,985 $7,708,000 -9,308
   EnRich Financial Partners LLC 13 - 2024-03-31 133,253 $6,420,000 2,600
   SlateStone Wealth LLC 51 - 2024-03-31 114,338 $5,509,000 16,029
   RAYMOND JAMES & ASSOCIATES 1508 - 2024-03-31 114,279 $5,506,000 -3,791
   ROYAL BANK OF CANADA 1840 - 2024-03-31 113,224 $5,455,000 59,351
   FINANCIAL NETWORK 616 - 2024-03-31 107,629 $5,186,000 4,503
   JANE STREET GROUP LLC 1248 - 2024-03-31 107,345 $5,172,000 96,407
   ENVESTNET ASSET MANAGEMENT INC 2044 - 2024-03-31 93,365 $4,498,000 9,683
   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
   Financial Advocates Investment Management 108 - 2024-03-31 76,497 $3,686,000 7,953
   ROCKLAND TRUST CO 77 - 2024-03-31 75,651 $3,645,000 -8,406
   MML INVESTORS SERVICES LLC 794 - 2024-03-31 71,769 $3,458,000 6,869
   AJ Advisors LLC 10 - 2024-03-31 65,756 $3,168,000 2,187
   MBL Wealth LLC 51 - 2024-03-31 64,870 $3,125,000 5,680
   FIRST HEARTLAND CONSULTANTS INC 78 - 2024-03-31 64,835 $3,124,000 64,835
   Cornerstone Wealth Management LLC 92 - 2024-03-31 64,318 $3,099,000 2,366
   Platform Technology Partners 17 - 2023-12-31 58,402 $2,796,000 593
   Visionary Wealth Advisors 135 - 2024-03-31 55,980 $2,697,000 1,425
   COMMONWEALTH EQUITY SERVICES LLC. 1570 - 2024-03-31 55,091 $2,654,000 6,758
   CWM LLC 569 - 2024-03-31 49,919 $2,405,000 39,823
   Steward Partners Investment Advisory LLC 545 - 2024-03-31 46,434 $2,237,000 603
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1186 - 2024-03-31 46,382 $2,235,000 5,079
   IFP Advisors Inc 217 - 2023-12-31 45,632 $2,176,000 20,025
   Advisory Resource Group 48 - 2024-03-31 40,453 $1,949,000 -729
   GSG Advisors LLC 25 - 2024-03-31 39,129 $1,871,000 10,639
   Mutual Advisors LLC 304 - 2024-03-31 36,096 $1,739,000 -3,756
   Equitable Holdings Inc. 501 - 2024-03-31 33,339 $1,606,000 5,904
   J P MORGAN CHASE & CO 3106 - 2024-03-31 33,016 $1,591,000 6,609
   Simplicity WealthLLC 412 *New 2024-03-31 31,500 $1,518,000 31,500
   Perissos Private Wealth Management LLC 25 - 2024-03-31 30,152 $1,453,000 0
   STEPHENS INC /AR/ 488 - 2024-03-31 30,100 $1,450,000 0
   ShoreHaven Wealth Partners LLC 32 - 2024-03-31 30,049 $1,448,000 6,612
   MULTIFINANCIAL SECURITIES CORP 977 - 2024-03-31 30,020 $1,446,000 30,020
   Evergreen Private Wealth LLC 46 - 2024-03-31 29,374 $1,415,000 6,088
   Goss Wealth Management LLC 833 - 2024-03-31 28,518 $1,374,000 5,316
   SIGNATURE SECURITIES GROUP CORPORATION 65 - 2024-03-31 27,709 $1,335,000 -132
   DAVIDSON D A & CO 653 - 2024-03-31 26,542 $1,279,000 14,349
   Kestra Advisory Services LLC 1117 - 2024-03-31 25,380 $1,223,000 1,158
   Traction Financial Partners LLC 18 - 2024-03-31 25,005 $1,202,000 3,940
   High Net Worth Advisory Group LLC 68 - 2024-03-31 22,917 $1,104,000 3,122
   JANNEY MONTGOMERY SCOTT LLC 1493 - 2024-03-31 21,417 $1,032,000 -2,400
   QUANTITATIVE ADVANTAGE LLC 84 - 2023-03-31 21,476 $1,007,000 5,708
   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
   Triton Wealth Management PLLC 22 - 2024-03-31 19,927 $947,000 3,098
   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
   Concurrent Investment Advisors LLC 388 - 2024-03-31 18,491 $891,000 2,153
   Socha Financial Group LLC 13 - 2024-03-31 18,475 $890,000 572
   Boyd Wealth Management LLC 25 - 2024-03-31 18,056 $870,000 -1,360
   OneAscent Financial Services LLC 134 - 2024-03-31 17,784 $857,000 1,815
   CAPTRUST FINANCIAL ADVISORS 1216 - 2024-03-31 17,429 $840,000 -4,991
   Stewardship Advisors LLC 48 *New 2024-03-31 17,393 $838,000 17,393
   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
   LINCOLN NATIONAL CORP 601 *New 2024-03-31 15,755 $759,000 15,755
   OLD MISSION CAPITAL LLC 460 *New 2024-03-31 15,442 $744,000 15,442
   Orion Portfolio Solutions LLC 1137 - 2024-03-31 14,547 $701,000 -1,848
   COMERICA BANK 1737 - 2024-03-31 13,943 $672,000 6,082
   Snowden Capital Advisors LLC 617 - 2024-03-31 13,891 $669,000 -227
   ARBOR CAPITAL MANAGEMENT INC /ADV 54 - 2024-03-31 13,932 $669,000 135
   KESTRA PRIVATE WEALTH SERVICES LLC 687 - 2024-03-31 13,824 $666,000 4,482
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 352 - 2024-03-31 13,470 $649,000 2,950
   BB&T CORP 1804 - 2024-03-31 13,362 $644,000 -2,452
   H D Vest Advisory Services 932 - 2024-03-31 13,187 $635,000 8,343
   Atria Wealth Solutions Inc. 1167 - 2024-03-31 12,458 $600,000 7,029
   Sigma Planning Corp 695 - 2024-03-31 12,085 $582,000 5,667
   RAYMOND JAMES TRUST CO 664 - 2024-03-31 11,783 $568,000 0
   Hobart Private Capital LLC 50 - 2024-03-31 11,323 $546,000 37
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 447 - 2024-03-31 11,153 $537,000 700
   AdvisorNet Financial Inc 293 - 2024-03-31 10,923 $526,000 33
   Insight Wealth Strategies LLC 131 - 2024-03-31 10,661 $514,000 63
   CLS INVESTMENT FIRM LLC 976 - 2022-12-31 10,879 $504,000 1,151
   CFO4Life Group LLC 115 - 2024-03-31 10,288 $496,000 -1,282
   Hedeker Wealth Management Group LLC 84 - 2024-03-31 9,614 $463,000 122
   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
   Wealthcare Advisory Partners LLC 576 - 2024-03-31 8,400 $405,000 4,200
   Cetera Investment Advisers 1304 - 2024-03-31 8,306 $400,000 -12,978
   PROSPERA FINANCIAL SERVICES 735 - 2023-12-31 8,247 $393,000 3,803
   Global Retirement Partners LLC 587 - 2024-03-31 8,161 $393,000 51
   DHJJ Financial Advisors Ltd. 96 - 2024-03-31 8,127 $392,000 229
   WealthCare Investment Partners LLC 96 *New 2024-03-31 7,807 $376,000 7,807
   BENJAMIN F. EDWARDS & COMPANY INC. 720 - 2024-03-31 7,774 $375,000 1,220
   Integrated Wealth Concepts LLC 1181 - 2024-03-31 7,680 $370,000 1,787
  100 Records found
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