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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 666 - 2023-12-31 676,059 $32,234,000 148,391
   MORGAN STANLEY 2506 - 2023-12-31 496,287 $23,663,000 107,285
   WELLS FARGO & CO/MN 1102 - 2023-12-31 406,752 $19,394,000 240,894
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 562 - 2024-03-31 364,565 $17,565,000 -3,360
   BANK OF AMERICA CORP /DE/ 1932 - 2023-12-31 355,933 $16,971,000 -60,189
   CITIGROUP INC 703 - 2023-12-31 303,674 $14,479,000 -14,685
   Crumly & Associates Inc. 8 - 2023-12-31 207,661 $9,901,000 149,917
   Financial Partners Group Inc 20 - 2023-12-31 182,030 $8,679,000 73,299
   Manhattan West Asset Management LLC 12 - 2023-12-31 169,821 $8,097,000 10,391
   Atlas Private Wealth Advisors 14 - 2023-12-31 164,696 $7,853,000 -3,517
   Principle Wealth Partners LLC 43 - 2024-03-31 159,985 $7,708,000 -9,308
   EnRich Financial Partners LLC 14 - 2023-12-31 130,653 $6,230,000 0
   Advisor Group Holdings Inc. 1096 - 2023-12-31 119,939 $5,719,000 -42,985
   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
   FINANCIAL NETWORK 582 - 2023-12-31 103,126 $4,917,000 87,562
   HIGHTOWER ADVISORS, LLC 973 - 2023-12-31 101,061 $4,820,000 101,061
   Cyndeo Wealth Partners LLC 86 - 2024-03-31 89,089 $4,292,000 -12,760
   Private Advisor Group LLC 507 - 2023-12-31 85,115 $4,058,000 4,183
   ENVESTNET ASSET MANAGEMENT INC 2040 - 2023-12-31 83,682 $3,990,000 1,689
   UBS Group AG 2266 - 2023-12-31 76,752 $3,660,000 -99,132
   ROCKLAND TRUST CO 77 - 2024-03-31 75,651 $3,645,000 -8,406
   Financial Advocates Investment Management 114 - 2023-12-31 68,544 $3,268,000 -3,960
   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
   Cornerstone Wealth Management LLC 92 - 2024-03-31 64,318 $3,099,000 2,366
   MML INVESTORS SERVICES LLC 798 - 2023-12-31 64,900 $3,094,000 8,157
   Platform Technology Partners 17 - 2023-12-31 58,402 $2,796,000 593
   Visionary Wealth Advisors 131 - 2023-12-31 54,555 $2,601,000 8,706
   ROYAL BANK OF CANADA 2368 - 2023-12-31 53,873 $2,569,000 10,146
   CWM LLC 569 - 2024-03-31 49,919 $2,405,000 39,823
   COMMONWEALTH EQUITY SERVICES LLC. 1566 - 2023-12-31 48,333 $2,305,000 12,928
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1186 - 2024-03-31 46,382 $2,235,000 5,079
   Steward Partners Investment Advisory LLC 478 - 2023-12-31 45,831 $2,185,000 -6
   IFP Advisors Inc 217 - 2023-12-31 45,632 $2,176,000 20,025
   Advisory Resource Group 44 - 2023-12-31 41,182 $1,964,000 -70
   Mutual Advisors LLC 285 - 2023-12-31 39,852 $1,900,000 -381
   GSG Advisors LLC 25 - 2024-03-31 39,129 $1,871,000 10,639
   Beacon Harbor Wealth Advisors Inc. 47 *New 2023-12-31 38,862 $1,853,000 38,862
   Simplicity WealthLLC 412 *New 2024-03-31 31,500 $1,518,000 31,500
   NewEdge Wealth LLC 334 *New 2023-12-31 31,531 $1,503,000 31,531
   FLOW TRADERS U.S. LLC 266 - 2023-12-31 31,216 $1,488,000 18,189
   CITADEL ADVISORS LLC 2581 - 2023-12-31 30,849 $1,471,000 692
   STEPHENS INC /AR/ 465 - 2023-12-31 30,100 $1,435,000 0
   Evergreen Private Wealth LLC 46 - 2024-03-31 29,374 $1,415,000 6,088
   SIGNATURE SECURITIES GROUP CORPORATION 65 - 2024-03-31 27,709 $1,335,000 -132
   Equitable Holdings Inc. 516 - 2023-12-31 27,435 $1,308,000 4,979
   J P MORGAN CHASE & CO 3198 - 2023-12-31 26,407 $1,259,000 -10,018
   Kestra Advisory Services LLC 1044 - 2023-12-31 24,222 $1,155,000 -211
   JANNEY MONTGOMERY SCOTT LLC 1366 - 2023-12-31 23,817 $1,136,000 -4,800
   ShoreHaven Wealth Partners LLC 36 - 2023-12-31 23,437 $1,117,000 1,054
   High Net Worth Advisory Group LLC 68 - 2024-03-31 22,917 $1,104,000 3,122
   Goss Wealth Management LLC 872 - 2023-12-31 23,202 $1,102,000 960
   CAPTRUST FINANCIAL ADVISORS 1212 - 2023-12-31 22,420 $1,069,000 -4,146
   Cetera Investment Advisers 1098 - 2023-12-31 21,284 $1,015,000 1,285
   QUANTITATIVE ADVANTAGE LLC 84 - 2023-03-31 21,476 $1,007,000 5,708
   Traction Financial Partners LLC 21 - 2023-12-31 21,065 $1,004,000 0
   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
   GREAT VALLEY ADVISOR GROUP INC. 356 - 2023-12-31 18,483 $881,000 -1,555
   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
   Socha Financial Group LLC 12 - 2023-12-31 17,903 $854,000 457
   Stewardship Advisors LLC 48 *New 2024-03-31 17,393 $838,000 17,393
   Morris Retirement Advisors LLC 26 - 2023-12-31 17,055 $813,000 1,451
   AE Wealth Management LLC 1228 - 2023-12-31 16,826 $796,000 -642
   Orion Portfolio Solutions LLC 1040 - 2023-12-31 16,395 $783,000 -629
   Concurrent Investment Advisors LLC 378 - 2023-12-31 16,338 $779,000 0
   Rockefeller Capital Management L.P. 1225 - 2023-12-31 16,193 $772,000 -129,184
   BB&T CORP 1718 - 2023-12-31 15,814 $754,000 -3,269
   Snowden Capital Advisors LLC 554 - 2023-12-31 14,118 $673,000 2,861
   ARBOR CAPITAL MANAGEMENT INC /ADV 68 - 2023-12-31 13,797 $656,000 -544
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 352 - 2024-03-31 13,470 $649,000 2,950
   DAVIDSON D A & CO 891 - 2023-12-31 12,193 $581,000 221
   RAYMOND JAMES TRUST CO 664 - 2024-03-31 11,783 $568,000 0
   CFO4Life Group LLC *New 2023-12-31 11,570 $552,000 11,570
   Hobart Private Capital LLC 50 - 2024-03-31 11,323 $546,000 37
   AdvisorNet Financial Inc 293 - 2024-03-31 10,923 $526,000 33
   JANE STREET GROUP LLC 3879 - 2023-12-31 10,938 $522,000 -22,345
   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
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 425 - 2023-12-31 10,453 $498,000 0
   Hedeker Wealth Management Group LLC 84 - 2024-03-31 9,614 $463,000 122
   MARINER WEALTH ADVISORS, LLC 2005 - 2023-12-31 9,450 $451,000 9,450
   Envestnet Portfolio Solutions Inc. 1094 - 2023-12-31 9,391 $448,000 -251
   Geneos Wealth Management Inc. - 2023-12-31 9,374 $447,000 -142
   KESTRA PRIVATE WEALTH SERVICES LLC 767 - 2023-12-31 9,342 $445,000 -5,984
   Wealthcare Advisory Partners LLC 576 - 2024-03-31 8,400 $405,000 4,200
   IFG Advisory LLC 403 - 2023-12-31 8,483 $405,000 -779
   Pineridge Advisors LLC - 2023-12-31 8,271 $394,000 0
   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
   COMERICA BANK 1991 - 2023-12-31 7,861 $375,000 5,251
   Stratos Wealth Partners LTD. 1002 - 2024-03-31 7,526 $363,000 -2,770
  100 Records found
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