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First Trust Municipal High Income ETF
FMHI

Overview Fund Activity

176 hedge funds and large institutions have $545M invested in First Trust Municipal High Income ETF in 2024 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 84 increasing their positions, 41 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
176
Holders Change
+18
Holders Change %
+11.39%
% of All Funds
2.34%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
34
Increased
84
Reduced
41
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$52.5M
2
LPL Financial
2
LPL Financial
California
$47.5M
3
UBS Group
3
UBS Group
Switzerland
$19.2M
4
Bank of America
4
Bank of America
North Carolina
$32.4M
5
Citigroup
5
Citigroup
New York
$18.7M

Top Sellers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$55.6M
2
AA
2
AJ Advisors
Tennessee
$0
3
PAG
3
Private Advisory Group
Washington
$0
4
Jane Street
4
Jane Street
New York
$2.13M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$7.45M
Name Holding Trade Value Shares
Change 		Shares
Change %
PPWM
51
Perissos Private Wealth Management
Oklahoma
$1.65M -$7.24K -150 -0.4%
EPW
52
Evergreen Private Wealth
Colorado
$1.62M +$150K +3,104 +10%
MA
53
Mutual Advisors
Nebraska
$1.55M +$25.5K +530 +2%
SFS
54
Sowell Financial Services
Arkansas
$1.52M +$1.52M +31,400 New
PSCM
55
Per Stirling Capital Management
Texas
$1.46M +$122K +2,534 +9%
TFP
56
Traction Financial Partners
Wyoming
$1.4M +$49.3K +1,020 +4%
FA
57
Flagstar Advisors
New York
$1.4M +$10.2K +212 +0.7%
TWM
58
Triton Wealth Management
Arizona
$1.34M -$36.4K -753 -3%
CIA
59
Concurrent Investment Advisors
Florida
$1.33M +$38.6K +800 +3%
Truist Financial
60
Truist Financial
North Carolina
$1.27M +$353K +7,308 +39%
IWC
61
Integrated Wealth Concepts
Massachusetts
$1.26M +$824K +17,064 +188%
Stifel Financial
62
Stifel Financial
Missouri
$1.25M +$225K +4,654 +22%
IA
63
IFP Advisors
Florida
$1.24M +$73.4K +1,521 +6%
SWP
64
ShoreHaven Wealth Partners
New Jersey
$1.23M -$183K -3,784 -13%
HNWAG
65
High Net Worth Advisory Group
Florida
$1.21M +$99K +2,051 +9%
HPC
66
Hobart Private Capital
North Carolina
$1.17M +$407K +8,426 +53%
Citadel Advisors
67
Citadel Advisors
Florida
$1.16M +$672K +13,907 +139%
Susquehanna International Group
68
Susquehanna International Group
Pennsylvania
$1.13M +$1.13M +23,420 New
GVAG
69
Great Valley Advisor Group
Delaware
$1.1M +$147K +3,046 +16%
FTUS
70
Flow Traders U.S.
New York
$1.08M +$1.08M +22,455 New
BAM
71
Belpointe Asset Management
Nevada
$1.07M – – –
KPWS
72
Kestra Private Wealth Services
Texas
$1M -$16.6K -343 -2%
Comerica Bank
73
Comerica Bank
Texas
$958K +$2.99K +62 +0.3%
CIAS
74
Capital Investment Advisory Services
North Carolina
$957K -$44.7K -925 -4%
AI
75
Atria Investments
North Carolina
$945K +$241 +5 +0%
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3
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