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First Trust Municipal High Income ETF
FMHI

Overview Fund Activity

135 hedge funds and large institutions have $433M invested in First Trust Municipal High Income ETF in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 64 increasing their positions, 36 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
135
Holders Change
-6
Holders Change %
-4.26%
% of All Funds
1.96%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
15
Increased
64
Reduced
36
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
$18.5M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$7.03M
3
Wells Fargo
Wells Fargo
California
$24.3M
4
Jane Street
Jane Street
New York
$5.17M
5
Bank of America
Bank of America
North Carolina
$20.8M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$31.5M
2
APWA
Atlas Private Wealth Advisors
New Jersey
$4.01M
3
BHWA
Beacon Harbor Wealth Advisors
Virginia
$0
4
NW
NewEdge Wealth
Pennsylvania
$0
5
FTUS
Flow Traders U.S.
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FAIM
26
Financial Advocates Investment Management
Washington
$3.69M +$383K +7,953 +12%
RT
27
Rockland Trust
Massachusetts
$3.64M -$405K -8,406 -10%
MML Investors Services
28
MML Investors Services
Massachusetts
$3.46M +$331K +6,869 +11%
AA
29
AJ Advisors
Tennessee
$3.17M +$105K +2,187 +3%
MW
30
MBL Wealth
North Carolina
$3.13M +$274K +5,680 +10%
FHC
31
First Heartland Consultants
Missouri
$3.12M +$3.12M +64,835 New
CWM
32
Cornerstone Wealth Management
Missouri
$3.1M +$114K +2,366 +4%
VWA
33
Visionary Wealth Advisors
Illinois
$2.7M +$68.7K +1,425 +3%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$2.65M +$326K +6,758 +14%
Carson Wealth (CWM LLC)
35
Carson Wealth (CWM LLC)
Nebraska
$2.41M +$1.92M +39,823 +394%
IA
36
IFP Advisors
Florida
$2.39M +$194K +4,035 +9%
SPIA
37
Steward Partners Investment Advisory
New York
$2.24M +$29.1K +603 +1%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$2.24M +$245K +5,079 +12%
ARG
39
Advisory Resource Group
Oklahoma
$1.95M -$35.1K -729 -2%
GA
40
GSG Advisors
New Jersey
$1.87M +$509K +10,639 +37%
MA
41
Mutual Advisors
Nebraska
$1.74M -$181K -3,756 -9%
EH
42
Equitable Holdings
New York
$1.61M +$284K +5,904 +22%
JPMorgan Chase & Co
43
JPMorgan Chase & Co
New York
$1.59M +$318K +6,609 +25%
SW
44
Simplicity Wealth
New Jersey
$1.52M +$1.52M +31,500 New
PPWM
45
Perissos Private Wealth Management
Oklahoma
$1.45M +$1.45M +30,152 New
SI
46
Stephens Inc
Arkansas
$1.45M – – –
SWP
47
ShoreHaven Wealth Partners
New Jersey
$1.45M +$319K +6,612 +28%
CA
48
Cetera Advisors
Colorado
$1.45M +$1.45M +30,020 New
EPW
49
Evergreen Private Wealth
Colorado
$1.42M +$293K +6,088 +26%
NA
50
NewEdge Advisors
Louisiana
$1.37M +$256K +5,316 +23%
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