FMHI icon

First Trust Municipal High Income ETF

120 hedge funds and large institutions have $264M invested in First Trust Municipal High Income ETF in 2023 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 47 increasing their positions, 42 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
120
Holders Change
+3
Holders Change %
+2.56%
% of All Funds
1.91%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
15
Increased
47
Reduced
42
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GWM
76
Geneos Wealth Management
Colorado
$429K +$48.7K +1,080 +13%
HW
77
Hedeker Wealth
Illinois
$428K -$52.8K -1,172 -11%
AAS
78
Avantax Advisory Services
Texas
$428K -$31.3K -695 -7%
CTB
79
Country Trust Bank
Illinois
$418K -$26.2K -582 -6%
IA
80
IFG Advisory
Georgia
$417K -$180K -3,986 -30%
GRP
81
Global Retirement Partners
California
$398K +$3.44K +77 +0.9%
DFA
82
DHJJ Financial Advisors
Illinois
$381K -$17.1K -380 -4%
BFEC
83
Benjamin F. Edwards & Company
Missouri
$335K -$722 -16 -0.2%
GCA
84
Genesee Capital Advisors
New York
$322K -$1.98K -44 -0.6%
CPIG
85
Chicago Partners Investment Group
Illinois
$321K +$40.7K +916 +15%
OC
86
Oppenheimer & Co
New York
$300K -$23.5K -522 -7%
IP
87
Ignite Planners
California
$295K
WA
88
Waddell & Associates
Tennessee
$294K
FPWM
89
FSB Premier Wealth Management
Iowa
$293K +$54.7K +1,214 +23%
US Bancorp
90
US Bancorp
Minnesota
$293K +$76K +1,687 +35%
KWA
91
KCS Wealth Advisory
California
$272K -$10.8K -240 -4%
EFS
92
Econ Financial Services
Pennsylvania
$268K +$268K +5,955 New
FHC
93
First Heartland Consultants
Missouri
$267K -$4.05K -90 -1%
LWMNY
94
Landmark Wealth Management (New York)
New York
$266K -$252K -5,600 -49%
GSC
95
G&S Capital
Colorado
$260K
AWG
96
Altus Wealth Group
Colorado
$238K +$6.58K +146 +3%
CA
97
Cetera Advisors
Colorado
$210K +$210K +4,664 New
CAG
98
Csenge Advisory Group
Florida
$207K -$74.5K -1,653 -26%
AAS
99
Ameritas Advisory Services
Nebraska
$202K +$202K +4,518 New
PFS
100
Prospera Financial Services
Texas
$200K +$857 +19 +0.4%