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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

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

less funds holding

Funds holding:

17% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 12

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
169
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
51
ShoreHaven Wealth Partners
New Jersey
$1.74M
FAIM
52
Financial Advocates Investment Management
Washington
$1.65M
PPWM
53
Perissos Private Wealth Management
Oklahoma
$1.65M
Truist Financial
54
Truist Financial
North Carolina
$1.63M
EPW
55
Evergreen Private Wealth
Colorado
$1.63M
KAS
56
Kestra Advisory Services
Texas
$1.57M
MA
57
Mutual Advisors
Nebraska
$1.56M
SFS
58
Sowell Financial Services
Arkansas
$1.51M
FA
59
Flagstar Advisors
New York
$1.4M
KPWS
60
Kestra Private Wealth Services
Texas
$1.38M
CIA
61
Concurrent Investment Advisors
Florida
$1.33M
IA
62
IFP Advisors
Florida
$1.27M
IWC
63
Integrated Wealth Concepts
Massachusetts
$1.23M
HPC
64
Hobart Private Capital
North Carolina
$1.22M
NL
65
NWAM LLC
Washington
$1.18M
Janney Montgomery Scott
66
Janney Montgomery Scott
Pennsylvania
$1.09M
PFS
67
Prospera Financial Services
Texas
$1.09M
HNWAG
68
High Net Worth Advisory Group
Florida
$1.05M
Stifel Financial
69
Stifel Financial
Missouri
$1.04M
Comerica Bank
70
Comerica Bank
Texas
$1.02M
PGF
71
Plan Group Financial
Oklahoma
$1.01M
GWM
72
Geneos Wealth Management
Colorado
$994K
ATS
73
Ashton Thomas Securities
New York
$966K
AI
74
Atria Investments
North Carolina
$908K
CAPTRUST Financial Advisors
75
CAPTRUST Financial Advisors
North Carolina
$898K