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First Trust Municipal High Income ETF

169 hedge funds and large institutions have $576M invested in First Trust Municipal High Income ETF in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 70 increasing their positions, 61 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
169
Holders Change
-7
Holders Change %
-3.98%
% of All Funds
2.3%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
10
Increased
70
Reduced
61
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SWP
51
ShoreHaven Wealth Partners
New Jersey
$1.74M +$521K +10,896 +43%
FAIM
52
Financial Advocates Investment Management
Washington
$1.65M -$754K -15,771 -31%
PPWM
53
Perissos Private Wealth Management
Oklahoma
$1.65M +$10.4K +217 +0.6%
Truist Financial
54
Truist Financial
North Carolina
$1.63M +$371K +7,765 +30%
EPW
55
Evergreen Private Wealth
Colorado
$1.63M +$23.1K +483 +1%
KAS
56
Kestra Advisory Services
Texas
$1.57M -$540K -11,297 -26%
MA
57
Mutual Advisors
Nebraska
$1.56M +$62.6K +1,347 +4%
SFS
58
Sowell Financial Services
Arkansas
$1.51M +$10.5K +220 +0.7%
FA
59
Flagstar Advisors
New York
$1.4M +$14.1K +294 +1%
KPWS
60
Kestra Private Wealth Services
Texas
$1.38M +$390K +8,161 +39%
CIA
61
Concurrent Investment Advisors
Florida
$1.33M +$13.9K +290 +1%
IA
62
IFP Advisors
Florida
$1.27M +$41.4K +865 +3%
IWC
63
Integrated Wealth Concepts
Massachusetts
$1.23M -$16.6K -347 -1%
HPC
64
Hobart Private Capital
North Carolina
$1.22M +$64.4K +1,348 +6%
NL
65
NWAM LLC
Washington
$1.18M +$365K +7,634 +45%
Janney Montgomery Scott
66
Janney Montgomery Scott
Pennsylvania
$1.1M +$217K +4,538 +25%
PFS
67
Prospera Financial Services
Texas
$1.09M +$280K +5,864 +34%
HNWAG
68
High Net Worth Advisory Group
Florida
$1.05M -$146K -3,055 -12%
Stifel Financial
69
Stifel Financial
Missouri
$1.04M -$192K -4,010 -16%
Comerica Bank
70
Comerica Bank
Texas
$1.02M +$73.5K +1,537 +8%
PGF
71
Plan Group Financial
Oklahoma
$1.01M +$1.01M +21,198 New
GWM
72
Geneos Wealth Management
Colorado
$994K +$508K +10,618 +104%
ATS
73
Ashton Thomas Securities
New York
$966K +$33.6K +702 +4%
AI
74
Atria Investments
North Carolina
$908K -$27.4K -574 -3%
CAPTRUST Financial Advisors
75
CAPTRUST Financial Advisors
North Carolina
$898K -$21.8K -455 -2%