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First Trust Municipal High Income ETF
FMHI

Overview Fund Activity

153 hedge funds and large institutions have $452M invested in First Trust Municipal High Income ETF in 2024 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 67 increasing their positions, 37 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
153
Holders Change
+18
Holders Change %
+13.33%
% of All Funds
2.23%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
29
Increased
67
Reduced
37
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NA
NewEdge Advisors
Louisiana
$9.11M
2
Morgan Stanley
Morgan Stanley
New York
$37M
3
MAS
Meeder Advisory Services
Ohio
$4.02M
4
APWA
Atlas Private Wealth Advisors
New Jersey
$7.77M
5
Wells Fargo
Wells Fargo
California
$28.1M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
$11.4M
2
CA
Crumly & Associates
Illinois
$4.81M
3
Jane Street
Jane Street
New York
$1.67M
4
UBS Group
UBS Group
Switzerland
$15.8M
5
SW
Simplicity Wealth
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MW
26
MBL Wealth
North Carolina
$3.41M +$277K +5,725 +9%
CWM
27
Cornerstone Wealth Management
Missouri
$3.35M +$238K +4,920 +8%
RT
28
Rockland Trust
Massachusetts
$3.29M -$366K -7,567 -10%
AA
29
AJ Advisors
Tennessee
$3.05M -$125K -2,582 -4%
HighTower Advisors
30
HighTower Advisors
Illinois
$2.91M -$923K -19,106 -24%
PTP
31
Platform Technology Partners
New York
$2.82M +$2.82M +58,449 New
VWA
32
Visionary Wealth Advisors
Illinois
$2.81M +$106K +2,202 +4%
FAIM
33
Financial Advocates Investment Management
Washington
$2.77M -$923K -19,108 -25%
PAG
34
Private Advisory Group
Washington
$2.55M +$2.55M +52,694 New
IA
35
IFP Advisors
Florida
$2.5M +$98K +2,029 +4%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$2.4M +$157K +3,248 +7%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$2.38M -$284K -5,882 -11%
SPIA
38
Steward Partners Investment Advisory
New York
$2.26M +$15.4K +318 +0.7%
ARG
39
Advisory Resource Group
Oklahoma
$2.07M +$117K +2,418 +6%
GA
40
GSG Advisors
New Jersey
$2.06M +$170K +3,516 +9%
PPWM
41
Perissos Private Wealth Management
Oklahoma
$1.88M +$421K +8,717 +29%
EH
42
Equitable Holdings
New York
$1.8M +$192K +3,978 +12%
DADC
43
D.A. Davidson & Co
Montana
$1.72M +$440K +9,108 +34%
Jane Street
44
Jane Street
New York
$1.67M -$3.52M -72,864 -68%
JPMorgan Chase & Co
45
JPMorgan Chase & Co
New York
$1.66M +$65.1K +1,347 +4%
MA
46
Mutual Advisors
Nebraska
$1.62M -$142K -2,918 -8%
KAS
47
Kestra Advisory Services
Texas
$1.56M +$330K +6,828 +27%
SWP
48
ShoreHaven Wealth Partners
New Jersey
$1.47M +$20.7K +428 +1%
SI
49
Stephens Inc
Arkansas
$1.45M – – –
EPW
50
Evergreen Private Wealth
Colorado
$1.43M +$8.84K +183 +0.6%
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