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First Trust Municipal High Income ETF
FMHI

Overview Fund Activity

176 hedge funds and large institutions have $545M invested in First Trust Municipal High Income ETF in 2024 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 84 increasing their positions, 41 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
176
Holders Change
+18
Holders Change %
+11.39%
% of All Funds
2.34%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
34
Increased
84
Reduced
41
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$52.5M
2
LPL Financial
2
LPL Financial
California
$47.5M
3
UBS Group
3
UBS Group
Switzerland
$19.2M
4
Bank of America
4
Bank of America
North Carolina
$32.4M
5
Citigroup
5
Citigroup
New York
$18.7M

Top Sellers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$55.6M
2
AA
2
AJ Advisors
Tennessee
$0
3
PAG
3
Private Advisory Group
Washington
$0
4
Jane Street
4
Jane Street
New York
$2.13M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$7.45M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
26
Cornerstone Wealth Management
Missouri
$3.58M +$112K +2,311 +3%
PAG
27
Private Advisor Group
New Jersey
$3.55M -$342K -7,090 -9%
MW
28
MBL Wealth
North Carolina
$3.53M +$80.4K +1,665 +2%
VWA
29
Visionary Wealth Advisors
Illinois
$3.51M +$679K +14,058 +24%
SI
30
Stephens Inc
Arkansas
$3.31M -$67.6K -1,400 -2%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$3.16M +$54.7K +1,133 +2%
Osaic Holdings
32
Osaic Holdings
Arizona
$3.02M -$820K -16,975 -21%
RA
33
RFG Advisory
Alabama
$2.99M +$1.14M +23,548 +61%
PTP
34
Platform Technology Partners
New York
$2.91M +$40.1K +831 +1%
SA
35
Stewardship Advisors
Pennsylvania
$2.8M +$170K +3,511 +6%
RT
36
Rockland Trust
Massachusetts
$2.75M -$374K -7,738 -12%
AAS
37
Avantax Advisory Services
Texas
$2.7M +$1.31M +27,226 +95%
GA
38
GSG Advisors
New Jersey
$2.66M +$145K +3,013 +6%
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$2.64M +$1.48M +30,586 +127%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$2.62M +$372K +7,695 +17%
Bank of New York Mellon
41
Bank of New York Mellon
New York
$2.45M -$89K -1,843 -3%
FAIM
42
Financial Advocates Investment Management
Washington
$2.43M -$199K -4,120 -8%
FHA
43
First Horizon Advisors
Tennessee
$2.39M +$2.39M +49,500 New
EH
44
Equitable Holdings
New York
$2.33M +$127K +2,626 +6%
ARG
45
Advisory Resource Group
Oklahoma
$2.21M +$79.5K +1,646 +4%
Jane Street
46
Jane Street
New York
$2.13M -$1.09M -22,515 -34%
KAS
47
Kestra Advisory Services
Texas
$2.13M +$238K +4,919 +13%
DADC
48
D.A. Davidson & Co
Montana
$2.13M +$27.5K +570 +1%
SPIA
49
Steward Partners Investment Advisory
New York
$1.82M -$441K -9,124 -19%
MWG
50
Martin Worley Group
Utah
$1.82M +$1.82M +37,694 New
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