Who Owns FIRST TRUST NY MUNI HIGH INC (FMNY)? -- Institutional Holders (2026-06-30)
26 institutions reported holding $26.7M of FIRST TRUST NY MUNI HIGH INC (FMNY) in SEC 13F filings for 2026-06-30. Largest institutional holders: Magnus Financial Group LLC ($11.3M), Hennion & Walsh Asset Management, Inc. ($5.4M), FLYNN ZITO CAPITAL MANAGEMENT, LLC ($4.1M), OSAIC HOLDINGS, INC. ($989,762), LPL Financial LLC ($904,973). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Magnus Financial Group LLC | $11.3M | 418,869 | Added |
| 2 | Hennion & Walsh Asset Management, Inc. | $5.4M | 200,577 | Added |
| 3 | FLYNN ZITO CAPITAL MANAGEMENT, LLC | $4.1M | 150,735 | Trimmed |
| 4 | OSAIC HOLDINGS, INC. | $989,762 | 36,793 | Added |
| 5 | LPL Financial LLC | $904,973 | 33,642 | Added |
| 6 | Cetera Investment Advisers | $817,679 | 30,397 | Added |
| 7 | JANE STREET GROUP, LLC | $702,036 | 26,098 | Trimmed |
| 8 | OLD MISSION CAPITAL LLC | $508,490 | 18,903 | New |
| 9 | NAPLES GLOBAL ADVISORS, LLC | $435,780 | 16,200 | Hold |
| 10 | Kestra Advisory Services, LLC | $316,573 | 11,769 | New |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $303,280 | 11,274 | Trimmed |
| 12 | Cambridge Investment Research Advisors, Inc. | $283,000 | 10,522 | New |
| 13 | GOLDMAN SACHS GROUP INC | $241,804 | 8,989 | Hold |
| 14 | Herold Advisors, Inc. | $202,000 | 7,515 | New |
| 15 | Arax Advisory Partners | $143,700 | 5,342 | New |
| 16 | JPMORGAN CHASE & CO | $41,023 | 1,527 | Added |
| 17 | IFP Advisors, Inc | $33,760 | 1,255 | Hold |
| 18 | Smithfield Trust Co | $14,000 | 550 | Hold |
| 19 | OGOREK ANTHONY JOSEPH /NY/ /ADV | $4,000 | 179 | Added |
| 20 | MORGAN STANLEY | $43 | 1 | Hold |
| 21 | CITADEL ADVISORS LLC | $0 | 0 | Exited |
| 22 | FLOW TRADERS U.S. LLC | $0 | 0 | Exited |
| 23 | Patriot Financial Group Insurance Agency, LLC | $0 | 0 | Exited |
| 24 | Platform Technology Partners | $0 | 0 | Exited |
| 25 | UBS Group AG | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30