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First Trust Municipal High Income ETF
FMHI

Overview Fund Activity

169 hedge funds and large institutions have $576M invested in First Trust Municipal High Income ETF in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 70 increasing their positions, 61 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
169
Holders Change
-7
Holders Change %
-3.98%
% of All Funds
2.3%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
10
Increased
70
Reduced
61
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OPAM
Ocean Park Asset Management
California
+$9.97M
2
Morgan Stanley
Morgan Stanley
New York
+$9.82M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$7.26M
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$5.29M
5
Wells Fargo
Wells Fargo
California
+$3.46M

Top Sellers

1
Raymond James Financial
Raymond James Financial
Florida
-$5.9M
2
RA
RFG Advisory
Alabama
-$2.61M
3
Jane Street
Jane Street
New York
-$1.48M
4
PWP
Principle Wealth Partners
Connecticut
-$1.17M
5
PSCM
Per Stirling Capital Management
Texas
-$1.16M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
26
Crumly & Associates
Illinois
$4.64M -$272K -5,683 -6%
HFS
27
Hughes Financial Services
Virginia
$4.64M -$23.3K -484 -0.5%
CWP
28
Cyndeo Wealth Partners
Florida
$4.55M +$345K +7,208 +8%
PAG
29
Private Advisor Group
New Jersey
$4M +$480K +10,040 +14%
Carson Wealth (CWM LLC)
30
Carson Wealth (CWM LLC)
Nebraska
$3.74M +$1.12M +23,422 +43%
CWM
31
Cornerstone Wealth Management
Missouri
$3.56M +$20.9K +437 +0.6%
SA
32
Stewardship Advisors
Pennsylvania
$3.54M +$762K +15,938 +27%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$3.52M +$931K +19,471 +36%
MW
34
MBL Wealth
North Carolina
$3.44M -$51.2K -1,070 -1%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$3.31M +$183K +3,822 +6%
SI
36
Stephens Inc
Arkansas
$3.28M – – –
VWA
37
Visionary Wealth Advisors
Illinois
$2.93M -$543K -11,353 -16%
PTP
38
Platform Technology Partners
New York
$2.84M -$47.8K -1,000 -2%
RT
39
Rockland Trust
Massachusetts
$2.56M -$166K -3,468 -6%
EH
40
Equitable Holdings
New York
$2.46M +$157K +3,275 +7%
GA
41
GSG Advisors
New Jersey
$2.4M -$160K -3,449 -6%
FHA
42
First Horizon Advisors
Tennessee
$2.37M – – –
ARG
43
Advisory Resource Group
Oklahoma
$2.36M +$174K +3,646 +8%
AAS
44
Avantax Advisory Services
Texas
$2.31M -$363K -7,587 -14%
OMC
45
Old Mission Capital
Illinois
$2.23M +$2.23M +46,634 New
Bank of New York Mellon
46
Bank of New York Mellon
New York
$2.12M -$310K -6,484 -13%
MWG
47
Martin Worley Group
Utah
$1.98M +$181K +3,778 +10%
DADC
48
D.A. Davidson & Co
Montana
$1.96M -$146K -3,061 -7%
PGFC
49
Peapack-Gladstone Financial Corp
New Jersey
$1.81M +$1.81M +37,784 New
GVAG
50
Great Valley Advisor Group
Delaware
$1.79M +$705K +14,754 +65%
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