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First Trust Municipal High Income ETF

120 hedge funds and large institutions have $264M invested in First Trust Municipal High Income ETF in 2023 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 47 increasing their positions, 42 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
120
Holders Change
+3
Holders Change %
+2.56%
% of All Funds
1.91%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
15
Increased
47
Reduced
42
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BWM
51
Boyd Wealth Management
California
$868K +$868K +19,261 New
Truist Financial
52
Truist Financial
North Carolina
$860K -$282K -6,263 -25%
HNWAG
53
High Net Worth Advisory Group
Florida
$802K
AWM
54
AE Wealth Management
Kansas
$787K +$235K +5,207 +42%
SFG
55
Socha Financial Group
New York
$786K -$45 -1 -0%
GA
56
GSG Advisors
New Jersey
$779K +$779K +17,282 New
BCI
57
Brinker Capital Investments
Pennsylvania
$767K -$562K -12,468 -42%
OPS
58
Orion Portfolio Solutions
Nebraska
$767K -$562K -12,468 -42%
SWP
59
Stratos Wealth Partners
Ohio
$733K -$169K -3,755 -19%
TWM
60
Triton Wealth Management
Arizona
$709K -$787K -17,462 -53%
MAG
61
MRA Advisory Group
New Jersey
$703K +$107K +2,370 +18%
CAN
62
Cetera Advisor Networks
California
$701K +$368K +8,174 +111%
KPWS
63
Kestra Private Wealth Services
Texas
$691K -$99.6K -2,209 -13%
ACMA
64
Arbor Capital Management (Alaska)
Alaska
$634K -$9.55K -216 -1%
CWP
65
Cyndeo Wealth Partners
Florida
$629K
FTUS
66
Flow Traders U.S.
New York
$587K -$169K -3,741 -22%
OFS
67
OneAscent Financial Services
Alabama
$581K +$581K +12,885 New
DADC
68
D.A. Davidson & Co
Montana
$540K +$184K +4,078 +52%
SCA
69
Snowden Capital Advisors
New York
$507K -$40.9K -907 -7%
SPC
70
Sigma Planning Corp
Michigan
$497K +$22.6K +502 +5%
IWS
71
Insight Wealth Strategies
California
$475K +$2.84K +63 +0.6%
NFG
72
Nations Financial Group
Iowa
$474K +$180K +3,990 +61%
CSPIA
73
Cary Street Partners Investment Advisory
Virginia
$471K
AWS
74
Atria Wealth Solutions
New York
$450K +$28.3K +629 +7%
Envestnet Portfolio Solutions
75
Envestnet Portfolio Solutions
Illinois
$435K +$435K +9,642 New