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First Trust Municipal High Income ETF
FMHI

Overview Fund Activity

113 hedge funds and large institutions have $219M invested in First Trust Municipal High Income ETF in 2023 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 51 increasing their positions, 34 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
113
Holders Change
+9
Holders Change %
+8.65%
% of All Funds
1.81%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
17
Increased
51
Reduced
34
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$26.4M
2
MWAM
Manhattan West Asset Management
California
$5.82M
3
LPL Financial
LPL Financial
California
$24M
4
SW
SlateStone Wealth
Florida
$3.79M
5
Morgan Stanley
Morgan Stanley
New York
$18.7M

Top Sellers

1
Jane Street
Jane Street
New York
$1.93M
2
CWP
Cyndeo Wealth Partners
Florida
$813K
3
RT
Rockland Trust
Massachusetts
$9.9M
4
FTUS
Flow Traders U.S.
New York
$0
5
AA
AJ Advisors
Tennessee
$3.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWM
26
Triton Wealth Management
Arizona
$1.55M +$1.35M +28,830 +656%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$1.34M -$8.16K -174 -0.6%
FA
28
Flagstar Advisors
New York
$1.27M +$9.24K +197 +0.7%
APWM
29
Atlas Private Wealth Management
New York
$1.22M -$6.61K -141 -0.5%
Truist Financial
30
Truist Financial
North Carolina
$1.08M -$118K -2,510 -10%
CIAS
31
Capital Investment Advisory Services
North Carolina
$1.01M +$8.21K +175 +0.8%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$1.01M -$219K -4,666 -18%
QA
33
Quantitative Advantage
Minnesota
$1.01M +$268K +5,708 +36%
GIA
34
Gladstone Institutional Advisory
Florida
$997K -$71.2K -1,519 -7%
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$983K +$983K +20,954 New
KPWS
36
Kestra Private Wealth Services
Texas
$958K +$245K +5,218 +34%
KAS
37
Kestra Advisory Services
Texas
$940K -$85.1K -1,814 -8%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$931K -$283K -6,025 -23%
HNWAG
39
High Net Worth Advisory Group
Florida
$834K – – –
UBS Group
40
UBS Group
Switzerland
$834K +$414K +8,832 +99%
BCI
41
Brinker Capital Investments
Pennsylvania
$827K +$317K +6,753 +62%
OPS
42
Orion Portfolio Solutions
Nebraska
$827K +$548K +11,685 +196%
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$822K -$45.8K -977 -5%
SFG
44
Socha Financial Group
New York
$816K +$22.9K +488 +3%
CWP
45
Cyndeo Wealth Partners
Florida
$813K -$7.16M -152,694 -90%
CCA
46
Clearwater Capital Advisors
Illinois
$803K -$156K -3,320 -16%
SWP
47
Stratos Wealth Partners
Ohio
$796K -$82.8K -1,766 -9%
GVAG
48
Great Valley Advisor Group
Delaware
$755K -$152K -3,234 -17%
BWM
49
Boyd Wealth Management
California
$753K +$753K +16,052 New
SWP
50
ShoreHaven Wealth Partners
New Jersey
$746K +$746K +15,899 New
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