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First Trust Municipal High Income ETF

48 hedge funds and large institutions have $58.6M invested in First Trust Municipal High Income ETF in 2020 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 17 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

275% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 4

31% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 13

23% more funds holding

Funds holding: 3948 (+9)

8% more capital invested

Capital invested by funds: $54.1M → $58.6M (+$4.47M)

3.23% more ownership

Funds ownership: 57.98%61.21% (+3.2%)

Holders
48
Holders Change
+9
Holders Change %
+23.08%
% of All Funds
1.06%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
17
Reduced
13
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CPIG
26
Chicago Partners Investment Group
Illinois
$378K +$15K +282 +4%
PAG
27
Private Advisory Group
Washington
$378K +$408K +7,694 New
RJFSA
28
Raymond James Financial Services Advisors
Florida
$355K -$510K -9,620 -57%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$347K +$375K +7,071 New
FHC
30
First Heartland Consultants
Missouri
$344K -$745K -14,045 -67%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$320K +$114K +2,145 +49%
PFS
32
Prospera Financial Services
Texas
$315K -$63.7K -1,200 -16%
SWP
33
Stratos Wealth Partners
Ohio
$286K +$35.4K +668 +13%
GCA
34
Genesee Capital Advisors
New York
$273K +$2.33K +44 +0.8%
IA
35
IFP Advisors
Florida
$224K +$237K +4,462 New
PFGIA
36
Patriot Financial Group Insurance Agency
Massachusetts
$219K -$8.49K -160 -3%
LFAS
37
Level Four Advisory Services
Texas
$207K +$14.7K +277 +7%
AIS
38
Accurate Investment Solutions
Pennsylvania
$187K
ASN
39
Advisory Services Network
Georgia
$118K +$128K +2,404 New
BEI
40
Benjamin Edwards Inc
Missouri
$94K +$102K +1,915 New
SFS
41
Sowell Financial Services
Arkansas
$92K +$99.6K +1,877 New
BFEC
42
Benjamin F. Edwards & Company
Missouri
$87K -$26.3K -495 -22%
SF
43
Synovus Financial
Georgia
$71K +$76.9K +1,449 New
AIC
44
Ameritas Investment Company
Nebraska
$29K +$31.8K +600 New
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$20K
UBS Group
46
UBS Group
Switzerland
$8K +$8.12K +153 New
TRCT
47
Tower Research Capital (TRC)
New York
$4K +$4.51K +85 New
MA
48
Mutual Advisors
Nebraska
-$598K -11,215 Closed
JIP
49
Jaffetilchin Investment Partners
Florida
-$418K -7,845 Closed
CA
50
Cetera Advisors
Colorado
-$213K -4,000 Closed

FMHI Hedge Fund Activity: Q1 2020 in Review

48 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in First Trust Municipal High Income ETF (FMHI) for Q1 2020, worth a combined $58.6M — up 8.3% from $54.1M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new FMHI positions and 4 closed out — a net gain of 11 holders — while 17 added to existing stakes and 13 trimmed.

The largest buyer was Jane Street, adding an estimated $4.75M. The largest seller was Gladstone Institutional Advisory, cutting an estimated $3.08M.

  • 48 institutional investors held First Trust Municipal High Income ETF (FMHI) as of Q1 2020, up from 39 in Q4 2019.
  • Funds reported $58.6M of First Trust Municipal High Income ETF stock for Q1 2020, up 8.3% quarter-over-quarter.
  • 15 funds opened new First Trust Municipal High Income ETF positions in Q1 2020 and 4 closed out, a net change of +11 holders.
  • The largest First Trust Municipal High Income ETF buyer in Q1 2020 was Jane Street, an estimated $4.75M added.
  • The largest First Trust Municipal High Income ETF seller in Q1 2020 was Gladstone Institutional Advisory, an estimated $3.08M sold.

Based on aggregated 13F filings for Q1 2020.