FMHI icon

First Trust Municipal High Income ETF

117 hedge funds and large institutions have $241M invested in First Trust Municipal High Income ETF in 2023 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 46 increasing their positions, 38 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
117
Holders Change
+4
Holders Change %
+3.54%
% of All Funds
1.85%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
16
Increased
46
Reduced
38
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HNWAG
51
High Net Worth Advisory Group
Florida
$838K
KPWS
52
Kestra Private Wealth Services
Texas
$826K -$137K -2,906 -14%
SFG
53
Socha Financial Group
New York
$822K +$2.21K +47 +0.3%
CCA
54
Clearwater Capital Advisors
Illinois
$812K +$5.51K +117 +0.7%
FTUS
55
Flow Traders U.S.
New York
$790K +$790K +16,768 New
NA
56
NewEdge Advisors
Louisiana
$784K +$291K +6,178 +59%
ACMA
57
Arbor Capital Management (Alaska)
Alaska
$686K +$33.8K +718 +5%
FPGK
58
Financial Partners Group (Kansas)
Kansas
$685K +$416K +8,892 +154%
CWP
59
Cyndeo Wealth Partners
Florida
$657K -$160K -3,387 -20%
IA
60
IFG Advisory
Georgia
$624K +$127K +2,703 +26%
MAG
61
MRA Advisory Group
New Jersey
$623K +$217K +4,611 +53%
AWM
62
AE Wealth Management
Kansas
$578K -$51.9K -1,102 -8%
SCA
63
Snowden Capital Advisors
New York
$573K -$13.8K -294 -2%
LWMNY
64
Landmark Wealth Management (New York)
New York
$542K -$12.9K -273 -2%
Wealth Enhancement Advisory Services
65
Wealth Enhancement Advisory Services
Minnesota
$531K +$531K +11,271 New
HW
66
Hedeker Wealth
Illinois
$502K
SPC
67
Sigma Planning Corp
Michigan
$496K +$496K +10,531 New
IWS
68
Insight Wealth Strategies
California
$493K +$2.83K +60 +0.6%
CSPIA
69
Cary Street Partners Investment Advisory
Virginia
$492K +$492K +10,453 New
AAS
70
Avantax Advisory Services
Texas
$480K -$43K -914 -8%
Mariner
71
Mariner
Kansas
$471K
CTB
72
Country Trust Bank
Illinois
$464K +$17.8K +378 +4%
AWS
73
Atria Wealth Solutions
New York
$441K
DFA
74
DHJJ Financial Advisors
Illinois
$416K +$12.4K +264 +3%
GRP
75
Global Retirement Partners
California
$415K +$49.5K +1,050 +14%