FMHI

First Trust Municipal High I

Latest period2024 - Q4Total superinvestors13

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 13 superinvestors own shares of First Trust Municipal High I (FMHI), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding First Trust Municipal High I (FMHI), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with First Trust Municipal High I (FMHI) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with First Trust Municipal High I (FMHI) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
Increased 0.09%
0.16%
$75.22M
1.523M shares@ 49.41 avg price
Shauna Haglof@Rockland Trust Co
Recent Activity
Decreased -11.96%
0.14%
$2.749M
56,931 shares@ 48.3 avg price
Jon Greer@Gsg Advisors Llc
Recent Activity
Increased 5.78%
0.84%
$2.664M
55,165 shares@ 48.29 avg price
Tammi Ellis@Mutual Advisors, Llc
Recent Activity
Increased 1.68%
0.05%
$1.548M
32,123 shares@ 48.18 avg price
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
Decreased -9.99%
0.01%
$887,000
18,377 shares@ 48.27 avg price
Aryn Sands@Boyce & Associates Wealth Consulting, Inc.
Recent Activity
New Position
0.61%
$598,603
12,396 shares@ 48.3 avg price
Steve Corless@Advisornet Financial, Inc
Recent Activity
Increased 4.29%
0.05%
$564,930
11,699 shares@ 48.29 avg price
Jacob Godfrey@International Assets Investment Management, Llc
Recent Activity
New Position
0.05%
$491,243
10,157 shares@ 48.37 avg price
James Krause@Wealthcare Advisory Partners Llc
Recent Activity
0.02%
$405,636
8,400 shares@ 48.29 avg price
Amanda Ross@Ameritas Advisory Services, Llc
Recent Activity
Decreased -11.49%
0.02%
$327,144
6,775 shares@ 48.29 avg price