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First Trust Municipal High Income ETF
FMHI

Overview Fund Activity

135 hedge funds and large institutions have $433M invested in First Trust Municipal High Income ETF in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 64 increasing their positions, 36 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
135
Holders Change
-6
Holders Change %
-4.26%
% of All Funds
1.96%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
15
Increased
64
Reduced
36
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
$18.5M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$7.03M
3
Wells Fargo
Wells Fargo
California
$24.3M
4
Jane Street
Jane Street
New York
$5.17M
5
Bank of America
Bank of America
North Carolina
$20.8M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$31.5M
2
APWA
Atlas Private Wealth Advisors
New Jersey
$4.01M
3
BHWA
Beacon Harbor Wealth Advisors
Virginia
$0
4
NW
NewEdge Wealth
Pennsylvania
$0
5
FTUS
Flow Traders U.S.
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
51
Flagstar Advisors
New York
$1.34M -$6.36K -132 -0.5%
HI
52
Harbour Investments
Wisconsin
$1.3M +$354K +7,356 +38%
DADC
53
D.A. Davidson & Co
Montana
$1.28M +$691K +14,349 +118%
KAS
54
Kestra Advisory Services
Texas
$1.22M +$55.8K +1,158 +5%
TFP
55
Traction Financial Partners
Wyoming
$1.2M +$189K +3,940 +19%
HNWAG
56
High Net Worth Advisory Group
Florida
$1.1M +$150K +3,122 +16%
Janney Montgomery Scott
57
Janney Montgomery Scott
Pennsylvania
$1.03M -$116K -2,400 -10%
CIAS
58
Capital Investment Advisory Services
North Carolina
$996K -$27.7K -575 -3%
CTB
59
Country Trust Bank
Illinois
$972K -$432K -8,963 -31%
TWM
60
Triton Wealth Management
Arizona
$947K +$147K +3,098 +18%
RA
61
RFG Advisory
Alabama
$900K -$12.6K -262 -1%
CIA
62
Concurrent Investment Advisors
Florida
$891K +$104K +2,153 +13%
SFG
63
Socha Financial Group
New York
$890K +$27.6K +572 +3%
BWM
64
Boyd Wealth Management
California
$870K -$65.5K -1,360 -7%
OFS
65
OneAscent Financial Services
Alabama
$857K +$87.5K +1,815 +11%
CAPTRUST Financial Advisors
66
CAPTRUST Financial Advisors
North Carolina
$840K -$240K -4,991 -22%
SA
67
Stewardship Advisors
Pennsylvania
$838K +$838K +17,393 New
GVAG
68
Great Valley Advisor Group
Delaware
$807K -$83.3K -1,729 -9%
Rockefeller Capital Management
69
Rockefeller Capital Management
New York
$779K -$819 -17 -0.1%
LNC
70
Lincoln National Corp
Pennsylvania
$759K +$759K +15,755 New
OMC
71
Old Mission Capital
Illinois
$744K +$744K +15,442 New
OPS
72
Orion Portfolio Solutions
Nebraska
$701K -$89K -1,848 -11%
BCI
73
Brinker Capital Investments
Pennsylvania
$701K -$89K -1,848 -11%
Comerica Bank
74
Comerica Bank
Texas
$672K +$293K +6,082 +77%
SCA
75
Snowden Capital Advisors
New York
$669K -$10.9K -227 -2%
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