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First Trust Municipal High Income ETF

113 hedge funds and large institutions have $219M invested in First Trust Municipal High Income ETF in 2023 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 51 increasing their positions, 34 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
113
Holders Change
+9
Holders Change %
+8.65%
% of All Funds
1.81%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
17
Increased
51
Reduced
34
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
US Bancorp
76
US Bancorp
Minnesota
$349K +$127K +2,706 +57%
Rockefeller Capital Management
77
Rockefeller Capital Management
New York
$342K +$20.8K +445 +6%
GCA
78
Genesee Capital Advisors
New York
$334K +$3.24K +69 +1%
DADC
79
D.A. Davidson & Co
Montana
$334K +$844 +18 +0.3%
WA
80
Waddell & Associates
Tennessee
$319K -$16.4K -350 -5%
IP
81
Ignite Planners
California
$312K
SC
82
Stephens Consulting
Michigan
$308K +$308K +6,571 New
OC
83
Oppenheimer & Co
New York
$304K -$23.4K -500 -7%
CAG
84
Csenge Advisory Group
Florida
$291K +$6.8K +145 +2%
KWA
85
KCS Wealth Advisory
California
$287K -$50.8K -1,084 -15%
FHC
86
First Heartland Consultants
Missouri
$286K -$8.21K -175 -3%
CPIG
87
Chicago Partners Investment Group
Illinois
$286K +$514 +11 +0.2%
FFN
88
Focus Financial Network
Minnesota
$278K -$81.1K -1,730 -23%
FPGK
89
Financial Partners Group (Kansas)
Kansas
$271K +$16.7K +357 +7%
GWM
90
Geneos Wealth Management
Colorado
$266K +$58.7K +1,251 +28%
KIG
91
Kowal Investment Group
Wisconsin
$258K +$258K +5,504 New
Stifel Financial
92
Stifel Financial
Missouri
$252K -$60K -1,279 -19%
NFG
93
Nations Financial Group
Iowa
$251K +$31.4K +670 +14%
FPWM
94
FSB Premier Wealth Management
Iowa
$248K +$248K +5,293 New
AWG
95
Altus Wealth Group
Colorado
$239K +$239K +5,099 New
PFS
96
Prospera Financial Services
Texas
$207K +$207K +4,408 New
ASN
97
Advisory Services Network
Georgia
$195K -$696K -14,838 -78%
PTC
98
Private Trust Company
Ohio
$99K +$9.57K +204 +11%
BEI
99
Benjamin Edwards Inc
Missouri
$90K
WIM
100
Westside Investment Management
California
$84.4K