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First Trust Municipal High Income ETF

39 hedge funds and large institutions have $54.1M invested in First Trust Municipal High Income ETF in 2019 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 20 increasing their positions, 2 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

900% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 2

225% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 4

28% more capital invested

Capital invested by funds: $42.1M → $54.1M (+$12M)

26% more funds holding

Funds holding: 3139 (+8)

0.63% less ownership

Funds ownership: 58.61%57.98% (-0.63%)

Holders
39
Holders Change
+8
Holders Change %
+25.81%
% of All Funds
0.77%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
20
Reduced
2
Closed
4
Calls
Puts
Net Calls
Net Calls Change

FMHI Hedge Fund Activity: Q4 2019 in Review

39 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in First Trust Municipal High Income ETF (FMHI) for Q4 2019, worth a combined $54.1M — up 28% from $42.1M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new FMHI positions and 4 closed out — a net gain of 9 holders — while 20 added to existing stakes and 2 trimmed.

The largest buyer was Truist Financial, opening a new position worth an estimated $1.94M. The largest seller was Nations Financial Group, exiting entirely with an estimated $511K sold.

  • 39 institutional investors held First Trust Municipal High Income ETF (FMHI) as of Q4 2019, up from 31 in Q3 2019.
  • Funds reported $54.1M of First Trust Municipal High Income ETF stock for Q4 2019, up 28% quarter-over-quarter.
  • 13 funds opened new First Trust Municipal High Income ETF positions in Q4 2019 and 4 closed out, a net change of +9 holders.
  • The largest First Trust Municipal High Income ETF buyer in Q4 2019 was Truist Financial, an estimated $1.94M added.
  • The largest First Trust Municipal High Income ETF seller in Q4 2019 was Nations Financial Group, an estimated $511K sold.

Based on aggregated 13F filings for Q4 2019.