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First Trust Municipal High Income ETF

178 hedge funds and large institutions have $651M invested in First Trust Municipal High Income ETF in 2025 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 81 increasing their positions, 50 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 8

62% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 50

11% more capital invested

Capital invested by funds: $589M → $651M (+$61.9M)

7% more funds holding

Funds holding: 166178 (+12)

1.16% less ownership

Funds ownership: 75.81%74.65% (-1.2%)

Holders
178
Holders Change
+12
Holders Change %
+7.23%
% of All Funds
2.16%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
81
Reduced
50
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
26
Carson Wealth (CWM LLC)
Nebraska
$5.3M -$92K -1,919 -2%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$5.24M +$1.22M +25,368 +30%
CWP
28
Cyndeo Wealth Partners
Florida
$4.41M -$50.1K -1,046 -1%
PAG
29
Private Advisor Group
New Jersey
$4.15M +$202K +4,221 +5%
PGF
30
Plan Group Financial
Oklahoma
$3.96M +$1.07M +22,433 +37%
SA
31
Stewardship Advisors
Pennsylvania
$3.92M +$235K +4,896 +6%
CWM
32
Cornerstone Wealth Management
Missouri
$3.88M +$43.1K +900 +1%
SF
33
Summit Financial
New Jersey
$3.85M +$342K +7,129 +10%
EH
34
Equitable Holdings
New York
$3.78M -$71.1K -1,483 -2%
CA
35
Crumly & Associates
Illinois
$3.73M -$76.3K -1,593 -2%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$3.64M +$228K +4,751 +7%
MW
37
MBL Wealth
North Carolina
$3.57M +$37.9K +790 +1%
APWA
38
Atlas Private Wealth Advisors
New Jersey
$3.05M +$27K +564 +0.9%
IAIM
39
International Assets Investment Management
Florida
$2.93M +$2.44M +50,930 +501%
AA
40
AJ Advisors
Tennessee
$2.9M +$207K +4,327 +8%
Truist Financial
41
Truist Financial
North Carolina
$2.79M +$26.4K +552 +1%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$2.76M -$470K -9,812 -15%
SFA
43
Sequoia Financial Advisors
Ohio
$2.71M -$178K -3,715 -6%
DWP
44
Daymark Wealth Partners
Ohio
$2.42M +$218K +4,558 +10%
SWP
45
ShoreHaven Wealth Partners
New Jersey
$2.39M +$207K +4,319 +9%
FHC
46
First Horizon Corporation
Tennessee
$2.37M
OC
47
Oppenheimer & Co
New York
$2.33M +$1.04M +21,741 +81%
DADC
48
D.A. Davidson & Co
Montana
$2.25M +$145K +3,035 +7%
SI
49
Stephens Inc
Arkansas
$2.19M -$714K -14,891 -25%
KPWS
50
Kestra Private Wealth Services
Texas
$2.11M +$682K +14,231 +48%