We are live on ! Find out more
FMHI icon

First Trust Municipal High Income ETF

105 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

41% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 17

24% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 33

5% more capital invested

Capital invested by funds: $180M → $190M (+$9.42M)

5% more funds holding

Funds holding: 100105 (+5)

3.12% more ownership

Funds ownership: 60.33%63.45% (+3.1%)

Holders
105
Holders Change
+5
Holders Change %
+5%
% of All Funds
1.69%
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
Name Holding Trade Value Shares
Change
Change in
Stake
LWMNY
51
Landmark Wealth Management (New York)
New York
$491K +$75.4K +1,642 +18%
AAS
52
Avantax Advisory Services
Texas
$491K -$14.9K -324 -3%
Mariner
53
Mariner
Kansas
$463K +$459K +10,001 New
IA
54
IFG Advisory
Georgia
$460K +$65.8K +1,433 +17%
IWS
55
Insight Wealth Strategies
California
$430K +$24.6K +536 +6%
CAN
56
Cetera Advisor Networks
California
$420K +$15.1K +329 +4%
UBS Group
57
UBS Group
Switzerland
$415K +$80.2K +1,746 +24%
DFA
58
DHJJ Financial Advisors
Illinois
$409K +$128K +2,791 +49%
FFN
59
Focus Financial Network
Minnesota
$355K +$3.9K +85 +1%
GSC
60
G&S Capital
Colorado
$350K -$100K -2,187 -22%
WCFA
61
Walkner Condon Financial Advisors
Wisconsin
$348K -$167K -3,637 -33%
AAS
62
Ameritas Advisory Services
Nebraska
$347K
KWA
63
KCS Wealth Advisory
California
$333K +$330K +7,197 New
WA
64
Waddell & Associates
Tennessee
$331K -$111K -2,420 -25%
DADC
65
D.A. Davidson & Co
Montana
$328K +$326K +7,096 New
GCA
66
Genesee Capital Advisors
New York
$327K +$3.12K +68 +1%
OC
67
Oppenheimer & Co
New York
$323K +$43.7K +951 +16%
Rockefeller Capital Management
68
Rockefeller Capital Management
New York
$317K +$223K +4,851 +241%
IP
69
Ignite Planners
California
$315K +$40.5K +882 +15%
GRP
70
Global Retirement Partners
California
$309K +$65.9K +1,435 +27%
Stifel Financial
71
Stifel Financial
Missouri
$308K -$118K -2,566 -28%
CPIG
72
Chicago Partners Investment Group
Illinois
$291K -$128K -2,793 -31%
FHC
73
First Heartland Consultants
Missouri
$291K
CAG
74
Csenge Advisory Group
Florida
$281K -$34.8K -757 -11%
OPS
75
Orion Portfolio Solutions
Nebraska
$275K +$273K +5,947 New

FMHI Hedge Fund Activity: Q4 2022 in Review

105 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in First Trust Municipal High Income ETF (FMHI) for Q4 2022, worth a combined $190M — up 5.2% from $180M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new FMHI positions and 17 closed out — a net gain of 7 holders — while 41 added to existing stakes and 33 trimmed.

The largest buyer was Jane Street, adding an estimated $7.63M. The largest seller was Rockland Trust, cutting an estimated $8.86M.

  • 105 institutional investors held First Trust Municipal High Income ETF (FMHI) as of Q4 2022, up from 100 in Q3 2022.
  • Funds reported $190M of First Trust Municipal High Income ETF stock for Q4 2022, up 5.2% quarter-over-quarter.
  • 24 funds opened new First Trust Municipal High Income ETF positions in Q4 2022 and 17 closed out, a net change of +7 holders.
  • The largest First Trust Municipal High Income ETF buyer in Q4 2022 was Jane Street, an estimated $7.63M added.
  • The largest First Trust Municipal High Income ETF seller in Q4 2022 was Rockland Trust, an estimated $8.86M sold.

Based on aggregated 13F filings for Q4 2022.