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First Trust Municipal High Income ETF

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

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

less funds holding

Funds holding:

17% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 12

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
169
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
26
Crumly & Associates
Illinois
$4.64M
HFS
27
Hughes Financial Services
Virginia
$4.64M
CWP
28
Cyndeo Wealth Partners
Florida
$4.55M
PAG
29
Private Advisor Group
New Jersey
$4M
Carson Wealth (CWM LLC)
30
Carson Wealth (CWM LLC)
Nebraska
$3.74M
CWM
31
Cornerstone Wealth Management
Missouri
$3.56M
SA
32
Stewardship Advisors
Pennsylvania
$3.54M
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$3.52M
MW
34
MBL Wealth
North Carolina
$3.44M
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$3.31M
SI
36
Stephens Inc
Arkansas
$3.28M
VWA
37
Visionary Wealth Advisors
Illinois
$2.93M
PTP
38
Platform Technology Partners
New York
$2.84M
RT
39
Rockland Trust
Massachusetts
$2.56M
EH
40
Equitable Holdings
New York
$2.46M
GA
41
GSG Advisors
New Jersey
$2.4M
FHA
42
First Horizon Advisors
Tennessee
$2.37M
ARG
43
Advisory Resource Group
Oklahoma
$2.36M
AAS
44
Avantax Advisory Services
Texas
$2.31M
OMC
45
Old Mission Capital
Illinois
$2.23M
Bank of New York Mellon
46
Bank of New York Mellon
New York
$2.12M
MWG
47
Martin Worley Group
Utah
$1.98M
DADC
48
D.A. Davidson & Co
Montana
$1.96M
PGFC
49
Peapack-Gladstone Financial Corp
New Jersey
$1.81M
GVAG
50
Great Valley Advisor Group
Delaware
$1.79M