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First Trust Municipal High Income ETF

141 hedge funds and large institutions have $400M invested in First Trust Municipal High Income ETF in 2023 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 49 increasing their positions, 45 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
141
Holders Change
+21
Holders Change %
+17.5%
% of All Funds
2.07%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
31
Increased
49
Reduced
45
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
EPW
51
Evergreen Private Wealth
Colorado
$1.11M +$1.11M +23,286 New
NA
52
NewEdge Advisors
Louisiana
$1.1M +$45.6K +960 +4%
CAPTRUST Financial Advisors
53
CAPTRUST Financial Advisors
North Carolina
$1.07M -$198K -4,146 -16%
Cetera Investment Advisers
54
Cetera Investment Advisers
Illinois
$1.01M +$61.3K +1,285 +6%
CIAS
55
Capital Investment Advisory Services
North Carolina
$1.01M -$8.34K -175 -0.8%
TFP
56
Traction Financial Partners
Wyoming
$1M +$1M +21,065 New
HNWAG
57
High Net Worth Advisory Group
Florida
$944K +$95.4K +2,000 +11%
HI
58
Harbour Investments
Wisconsin
$933K -$2.49M -52,188 -73%
BWM
59
Boyd Wealth Management
California
$926K +$7.39K +155 +0.8%
RA
60
RFG Advisory
Alabama
$903K -$9.19M -192,736 -91%
GVAG
61
Great Valley Advisor Group
Delaware
$881K -$74.1K -1,555 -8%
SFG
62
Socha Financial Group
New York
$854K +$21.8K +457 +3%
MAG
63
MRA Advisory Group
New Jersey
$813K +$69.2K +1,451 +9%
TWM
64
Triton Wealth Management
Arizona
$800K +$52K +1,094 +7%
AWM
65
AE Wealth Management
Kansas
$796K -$30.4K -642 -4%
BCI
66
Brinker Capital Investments
Pennsylvania
$783K -$30.1K -629 -4%
OPS
67
Orion Portfolio Solutions
Nebraska
$783K -$30.1K -629 -4%
CIA
68
Concurrent Investment Advisors
Florida
$779K +$779K +16,338 New
Rockefeller Capital Management
69
Rockefeller Capital Management
New York
$772K -$6.16M -129,184 -89%
OFS
70
OneAscent Financial Services
Alabama
$761K +$147K +3,084 +24%
Truist Financial
71
Truist Financial
North Carolina
$754K -$156K -3,269 -17%
SCA
72
Snowden Capital Advisors
New York
$673K +$136K +2,861 +25%
ACMA
73
Arbor Capital Management (Alaska)
Alaska
$656K -$25.9K -544 -4%
DADC
74
D.A. Davidson & Co
Montana
$581K +$10.5K +221 +2%
RJT
75
Raymond James Trust
Florida
$562K +$562K +11,783 New