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First Trust Municipal High Income ETF

97 hedge funds and large institutions have $201M invested in First Trust Municipal High Income ETF in 2021 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 57 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
97
Holders Change
+11
Holders Change %
+12.79%
% of All Funds
1.7%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
57
Reduced
11
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
EWM
51
Echo Wealth Management
Minnesota
$645K -$57K -1,023 -8%
SWM
52
Spire Wealth Management
Virginia
$600K +$4.01K +72 +0.7%
HI
53
Harbour Investments
Wisconsin
$549K +$76.9K +1,377 +16%
CWA
54
Clearview Wealth Advisors
Oregon
$541K +$246K +4,413 +83%
Wells Fargo
55
Wells Fargo
California
$494K
FPWM
56
FSB Premier Wealth Management
Iowa
$482K
IWS
57
Insight Wealth Strategies
California
$482K +$157K +2,815 +48%
BCM
58
Breiter Capital Management
Florida
$444K +$444K +7,954 New
AIC
59
Ameritas Investment Company
Nebraska
$417K +$12.6K +226 +3%
CWMU
60
Caliber Wealth Management (Utah)
Utah
$415K -$6.74K -121 -2%
CRI
61
Colonial River Investments
Virginia
$415K +$415K +7,448 New
APWA
62
Atlas Private Wealth Advisors
New Jersey
$410K +$410K +7,352 New
GCA
63
Genesee Capital Advisors
New York
$378K +$378K +6,778 New
VAS
64
Vestmark Advisory Solutions
Massachusetts
$366K +$28.2K +505 +8%
CAG
65
Csenge Advisory Group
Florida
$344K +$99.4K +1,784 +41%
CWM
66
Cornerstone Wealth Management
Missouri
$342K +$1.4K +25 +0.4%
US Bancorp
67
US Bancorp
Minnesota
$331K +$215K +3,865 +186%
AAS
68
Avantax Advisory Services
Texas
$321K +$321K +5,755 New
CS
69
Credit Suisse
Switzerland
$269K -$133K -2,383 -33%
MAG
70
MRA Advisory Group
New Jersey
$263K +$263K +4,711 New
RIA
71
Regal Investment Advisors
Michigan
$263K +$263K +4,712 New
PFS
72
Prospera Financial Services
Texas
$258K +$258K +4,630 New
SBL
73
Sargent Bickham Lagudis
Colorado
$255K
IA
74
IFG Advisory
Georgia
$247K +$247K +4,437 New
PFGIA
75
Patriot Financial Group Insurance Agency
Massachusetts
$246K -$14K -251 -5%