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First Trust Municipal High Income ETF
FMHI

Overview Fund Activity

104 hedge funds and large institutions have $190M invested in First Trust Municipal High Income ETF in 2022 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 41 increasing their positions, 33 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
104
Holders Change
+5
Holders Change %
+5.05%
% of All Funds
1.68%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
24
Increased
41
Reduced
33
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
$10.5M
2
RA
RFG Advisory
Alabama
$12.8M
3
MML Investors Services
MML Investors Services
Massachusetts
$2.4M
4
HI
Harbour Investments
Wisconsin
$2.72M
5
HighTower Advisors
HighTower Advisors
Illinois
$1.94M

Top Sellers

1
RT
Rockland Trust
Massachusetts
$13.4M
2
Morgan Stanley
Morgan Stanley
New York
$15.9M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.33M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
5
Bank of America
Bank of America
North Carolina
$9.63M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWMNY
51
Landmark Wealth Management (New York)
New York
$491K +$76K +1,642 +18%
AAS
52
Avantax Advisory Services
Texas
$491K -$15K -324 -3%
Mariner
53
Mariner
Kansas
$463K +$463K +10,001 New
IA
54
IFG Advisory
Georgia
$460K +$66.2K +1,433 +17%
IWS
55
Insight Wealth Strategies
California
$430K +$24.8K +536 +6%
CAN
56
Cetera Advisor Networks
California
$420K +$15.2K +329 +4%
UBS Group
57
UBS Group
Switzerland
$415K +$80.8K +1,746 +24%
DFA
58
DHJJ Financial Advisors
Illinois
$409K +$134K +2,791 +49%
FFN
59
Focus Financial Network
Minnesota
$355K +$3.94K +85 +1%
GSC
60
G&S Capital
Colorado
$350K -$101K -2,187 -22%
WCFA
61
Walkner Condon Financial Advisors
Wisconsin
$348K -$168K -3,637 -33%
AAS
62
Ameritas Advisory Services
Nebraska
$347K – – –
KWA
63
KCS Wealth Advisory
California
$333K +$333K +7,197 New
WA
64
Waddell & Associates
Tennessee
$331K -$112K -2,420 -25%
DADC
65
D.A. Davidson & Co
Montana
$328K +$328K +7,096 New
GCA
66
Genesee Capital Advisors
New York
$327K +$3.15K +68 +1%
OC
67
Oppenheimer & Co
New York
$323K +$44K +951 +16%
Rockefeller Capital Management
68
Rockefeller Capital Management
New York
$317K +$224K +4,851 +241%
IP
69
Ignite Planners
California
$315K +$42.1K +882 +15%
GRP
70
Global Retirement Partners
California
$309K +$66.4K +1,435 +27%
Stifel Financial
71
Stifel Financial
Missouri
$308K -$119K -2,566 -28%
CPIG
72
Chicago Partners Investment Group
Illinois
$291K -$133K -2,793 -31%
FHC
73
First Heartland Consultants
Missouri
$291K – – –
CAG
74
Csenge Advisory Group
Florida
$281K -$35K -757 -11%
OPS
75
Orion Portfolio Solutions
Nebraska
$275K +$275K +5,947 New
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3
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