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First Trust Municipal High Income ETF
FMHI

Overview Fund Activity

158 hedge funds and large institutions have $528M invested in First Trust Municipal High Income ETF in 2024 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 79 increasing their positions, 41 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
158
Holders Change
+5
Holders Change %
+3.27%
% of All Funds
2.29%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
17
Increased
79
Reduced
41
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$48.4M
2
PWP
Principle Wealth Partners
Connecticut
$17.4M
3
Bank of America
Bank of America
North Carolina
$30.3M
4
HighTower Advisors
HighTower Advisors
Illinois
$8.51M
5
LPL Financial
LPL Financial
California
$44.2M

Top Sellers

1
IA
IFP Advisors
Florida
$1.19M
2
FTUS
Flow Traders U.S.
New York
$0
3
OFS
OneAscent Financial Services
Alabama
$0
4
HGERS
Householder Group Estate & Retirement Specialist
Arizona
$235K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$3.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
EPW
51
Evergreen Private Wealth
Colorado
$1.5M +$42.5K +860 +3%
SWP
52
ShoreHaven Wealth Partners
New Jersey
$1.45M -$57.3K -1,160 -4%
AAS
53
Avantax Advisory Services
Texas
$1.42M +$730K +14,776 +106%
FA
54
Flagstar Advisors
New York
$1.42M +$28.6K +578 +2%
TWM
55
Triton Wealth Management
Arizona
$1.41M +$46.2K +936 +3%
TFP
56
Traction Financial Partners
Wyoming
$1.38M +$26.5K +536 +2%
PSCM
57
Per Stirling Capital Management
Texas
$1.37M +$138K +2,785 +11%
CIA
58
Concurrent Investment Advisors
Florida
$1.32M +$263K +5,330 +25%
Carson Wealth (CWM LLC)
59
Carson Wealth (CWM LLC)
Nebraska
$1.19M +$197K +3,991 +20%
IA
60
IFP Advisors
Florida
$1.19M -$1.36M -27,594 -53%
HNWAG
61
High Net Worth Advisory Group
Florida
$1.14M +$2.03K +41 +0.2%
HI
62
Harbour Investments
Wisconsin
$1.08M -$221K -4,482 -17%
BAM
63
Belpointe Asset Management
Nevada
$1.08M +$1.08M +21,905 New
Stifel Financial
64
Stifel Financial
Missouri
$1.05M +$742K +15,019 +245%
KPWS
65
Kestra Private Wealth Services
Texas
$1.04M +$364K +7,372 +54%
CIAS
66
Capital Investment Advisory Services
North Carolina
$1.03M +$14.3K +290 +1%
Janney Montgomery Scott
67
Janney Montgomery Scott
Pennsylvania
$1.01M +$4.94K +100 +0.5%
Comerica Bank
68
Comerica Bank
Texas
$977K +$297K +6,013 +44%
GVAG
69
Great Valley Advisor Group
Delaware
$970K +$10.3K +209 +1%
AI
70
Atria Investments
North Carolina
$967K +$82K +1,659 +9%
CAPTRUST Financial Advisors
71
CAPTRUST Financial Advisors
North Carolina
$954K -$18.7K -379 -2%
Truist Financial
72
Truist Financial
North Carolina
$935K +$263K +5,326 +39%
BCI
73
Brinker Capital Investments
Pennsylvania
$935K +$260K +5,269 +39%
OPS
74
Orion Portfolio Solutions
Nebraska
$935K +$260K +5,269 +39%
SFG
75
Socha Financial Group
New York
$931K +$28.1K +568 +3%
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