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First Trust Municipal High Income ETF
FMHI

Overview Fund Activity

117 hedge funds and large institutions have $241M invested in First Trust Municipal High Income ETF in 2023 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 46 increasing their positions, 38 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
117
Holders Change
+4
Holders Change %
+3.54%
% of All Funds
1.85%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
16
Increased
46
Reduced
38
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Rockefeller Capital Management
1
Rockefeller Capital Management
New York
$5.94M
2
Wells Fargo
2
Wells Fargo
California
$5.39M
3
APWA
3
Atlas Private Wealth Advisors
New Jersey
$5.71M
4
VWA
4
Visionary Wealth Advisors
Illinois
$2.41M
5
CA
5
Crumly & Associates
Illinois
$2.64M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$19.1M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
RT
3
Rockland Trust
Massachusetts
$9.05M
4
LPL Financial
4
LPL Financial
California
$23.3M
5
BWM
5
Boyd Wealth Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
26
Steward Partners Investment Advisory
New York
$2.11M -$261K -5,541 -11%
ARG
27
Advisory Resource Group
Oklahoma
$2.08M -$82.7K -1,756 -4%
MA
28
Mutual Advisors
Nebraska
$1.77M -$150K -3,190 -8%
Jane Street
29
Jane Street
New York
$1.66M -$274K -5,827 -14%
TWM
30
Triton Wealth Management
Arizona
$1.55M -$1.36K -29 -0.1%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$1.47M -$206K -4,380 -12%
IA
32
IFP Advisors
Florida
$1.46M -$482K -10,230 -25%
SI
33
Stephens Inc
Arkansas
$1.44M +$1.44M +30,600 New
BCI
34
Brinker Capital Investments
Pennsylvania
$1.39M +$559K +11,860 +67%
OPS
35
Orion Portfolio Solutions
Nebraska
$1.39M +$559K +11,860 +67%
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$1.34M +$518K +10,994 +63%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$1.25M -$97K -2,059 -7%
CAPTRUST Financial Advisors
38
CAPTRUST Financial Advisors
North Carolina
$1.24M +$1.24M +26,392 New
FA
39
Flagstar Advisors
New York
$1.24M -$42K -891 -3%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$1.23M +$293K +6,219 +31%
Truist Financial
41
Truist Financial
North Carolina
$1.19M +$107K +2,280 +10%
APWM
42
Atlas Private Wealth Management
New York
$1.19M -$29.9K -635 -2%
KAS
43
Kestra Advisory Services
Texas
$1.16M +$213K +4,515 +23%
EH
44
Equitable Holdings
New York
$1.05M +$455K +9,665 +77%
GVAG
45
Great Valley Advisor Group
Delaware
$1.03M +$270K +5,739 +36%
CIAS
46
Capital Investment Advisory Services
North Carolina
$1.01M -$11.8K -250 -1%
GIA
47
Gladstone Institutional Advisory
Florida
$966K -$35.2K -747 -4%
CWM
48
Comprehensive Wealth Management
Washington
$947K +$947K +20,113 New
SWP
49
Stratos Wealth Partners
Ohio
$943K +$143K +3,037 +18%
Cetera Investment Advisers
50
Cetera Investment Advisers
Illinois
$912K -$99.7K -2,117 -10%
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