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First Trust Municipal High Income ETF
FMHI

Overview Fund Activity

120 hedge funds and large institutions have $264M invested in First Trust Municipal High Income ETF in 2023 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 47 increasing their positions, 42 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
120
Holders Change
+3
Holders Change %
+2.56%
% of All Funds
1.91%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
15
Increased
47
Reduced
42
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$17M
2
UBS Group
2
UBS Group
Switzerland
$7.93M
3
FPGK
3
Financial Partners Group (Kansas)
Kansas
$4.9M
4
CWM
4
Cornerstone Wealth Management
Missouri
$2.81M
5
Wells Fargo
5
Wells Fargo
California
$7.48M

Top Sellers

1
AA
1
AJ Advisors
Tennessee
$0
2
RA
2
RFG Advisory
Alabama
$9.54M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$0
4
RT
4
Rockland Trust
Massachusetts
$7.25M
5
Morgan Stanley
5
Morgan Stanley
New York
$17.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
MW
26
MBL Wealth
North Carolina
$2.27M +$1.95M +43,345 +610%
VWA
27
Visionary Wealth Advisors
Illinois
$2.07M -$236K -5,229 -10%
SPIA
28
Steward Partners Investment Advisory
New York
$2.07M +$48.9K +1,085 +2%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$1.97M +$779K +17,290 +65%
ARG
30
Advisory Resource Group
Oklahoma
$1.86M -$129K -2,858 -6%
MA
31
Mutual Advisors
Nebraska
$1.81M +$123K +2,719 +7%
JPMorgan Chase & Co
32
JPMorgan Chase & Co
New York
$1.64M +$1.64M +36,425 New
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$1.6M +$191K +4,248 +14%
Jane Street
34
Jane Street
New York
$1.5M -$92K -2,042 -6%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$1.48M +$306K +6,799 +26%
Citadel Advisors
36
Citadel Advisors
Florida
$1.36M +$1.36M +30,157 New
SI
37
Stephens Inc
Arkansas
$1.36M -$22.5K -500 -2%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$1.29M +$4.51K +100 +0.4%
FA
39
Flagstar Advisors
New York
$1.2M +$16.3K +362 +1%
CAPTRUST Financial Advisors
40
CAPTRUST Financial Advisors
North Carolina
$1.2M +$7.84K +174 +0.7%
IA
41
IFP Advisors
Florida
$1.15M -$239K -5,296 -17%
KAS
42
Kestra Advisory Services
Texas
$1.1M -$5.95K -132 -0.5%
APWM
43
Atlas Private Wealth Management
New York
$1.08M -$64.5K -1,432 -6%
EH
44
Equitable Holdings
New York
$1.01M +$7.89K +175 +0.8%
SWP
45
ShoreHaven Wealth Partners
New Jersey
$1.01M +$1.01M +22,383 New
NA
46
NewEdge Advisors
Louisiana
$1M +$252K +5,594 +34%
CIAS
47
Capital Investment Advisory Services
North Carolina
$966K +$3.38K +75 +0.4%
GIA
48
Gladstone Institutional Advisory
Florida
$934K +$9.28K +206 +1%
GVAG
49
Great Valley Advisor Group
Delaware
$903K -$81K -1,797 -8%
Cetera Investment Advisers
50
Cetera Investment Advisers
Illinois
$901K +$28.5K +632 +3%
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