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First Trust Municipal High Income ETF

172 hedge funds and large institutions have $558M invested in First Trust Municipal High Income ETF in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 53 increasing their positions, 73 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
172
Holders Change
+3
Holders Change %
+1.78%
% of All Funds
2.31%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
53
Reduced
73
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DADC
51
D.A. Davidson & Co
Montana
$2.06M +$137K +2,924 +7%
Truist Financial
52
Truist Financial
North Carolina
$1.97M +$383K +8,208 +24%
Bank of New York Mellon
53
Bank of New York Mellon
New York
$1.96M -$107K -2,297 -5%
KAS
54
Kestra Advisory Services
Texas
$1.58M +$41.6K +890 +3%
EPW
55
Evergreen Private Wealth
Colorado
$1.58M -$11.6K -248 -0.7%
MA
56
Mutual Advisors
Nebraska
$1.57M +$32.4K +704 +2%
PGF
57
Plan Group Financial
Oklahoma
$1.53M +$539K +11,549 +54%
IA
58
IFP Advisors
Florida
$1.53M +$288K +6,168 +23%
SFS
59
Sowell Financial Services
Arkansas
$1.49M +$10.9K +233 +0.7%
FAIM
60
Financial Advocates Investment Management
Washington
$1.42M -$197K -4,210 -12%
AAP
61
Arax Advisory Partners
Colorado
$1.33M +$915K +19,597 +221%
KPWS
62
Kestra Private Wealth Services
Texas
$1.32M -$30K -642 -2%
OC
63
Oppenheimer & Co
New York
$1.24M +$987K +21,142 +383%
SWP
64
ShoreHaven Wealth Partners
New Jersey
$1.21M -$492K -10,532 -29%
IWC
65
Integrated Wealth Concepts
Massachusetts
$1.2M -$8.64K -185 -0.7%
Stifel Financial
66
Stifel Financial
Missouri
$1.11M +$95.4K +2,043 +9%
TWM
67
Triton Wealth Management
Arizona
$1.09M +$1.09M +23,792 New
GVAG
68
Great Valley Advisor Group
Delaware
$1.04M -$709K -15,190 -41%
HNWAG
69
High Net Worth Advisory Group
Florida
$1.03M +$3.78K +81 +0.4%
Susquehanna International Group
70
Susquehanna International Group
Pennsylvania
$1M +$1M +21,497 New
SWP
71
Sagespring Wealth Partners
Tennessee
$980K +$558K +11,947 +132%
BAWC
72
Boyce & Associates Wealth Consulting
Texas
$963K +$195K +4,169 +25%
Janney Montgomery Scott
73
Janney Montgomery Scott
Pennsylvania
$911K -$159K -3,403 -15%
Comerica Bank
74
Comerica Bank
Texas
$894K -$105K -2,244 -10%
CIA
75
Concurrent Investment Advisors
Florida
$873K -$426K -9,116 -33%