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First Trust Municipal High Income ETF

141 hedge funds and large institutions have $400M invested in First Trust Municipal High Income ETF in 2023 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 49 increasing their positions, 45 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
141
Holders Change
+21
Holders Change %
+17.5%
% of All Funds
2.07%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
31
Increased
49
Reduced
45
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CG
76
CFO4Life Group
Texas
$552K +$552K +11,570 New
HPC
77
Hobart Private Capital
North Carolina
$538K +$538K +11,286 New
SWP
78
Summit Wealth Partners
Florida
$535K +$535K +11,228 New
Jane Street
79
Jane Street
New York
$522K -$1.07M -22,345 -67%
AF
80
Advisornet Financial
Minnesota
$519K +$333K +6,990 +179%
IWS
81
Insight Wealth Strategies
California
$505K +$3.05K +64 +0.6%
NFG
82
Nations Financial Group
Iowa
$502K
CSPIA
83
Cary Street Partners Investment Advisory
Virginia
$498K
SWP
84
Stratos Wealth Partners
Ohio
$491K -$285K -5,967 -37%
Carson Wealth (CWM LLC)
85
Carson Wealth (CWM LLC)
Nebraska
$481K +$464K +9,732 +2,674%
HW
86
Hedeker Wealth
Illinois
$453K
Mariner
87
Mariner
Kansas
$451K +$451K +9,450 New
Envestnet Portfolio Solutions
88
Envestnet Portfolio Solutions
Illinois
$448K -$12K -251 -3%
GWM
89
Geneos Wealth Management
Colorado
$447K -$6.77K -142 -1%
KPWS
90
Kestra Private Wealth Services
Texas
$445K -$285K -5,984 -39%
IA
91
IFG Advisory
Georgia
$405K -$37.1K -779 -8%
PA
92
Pineridge Advisors
Missouri
$394K +$394K +8,271 New
PFS
93
Prospera Financial Services
Texas
$393K +$181K +3,803 +86%
GRP
94
Global Retirement Partners
California
$388K -$37.6K -787 -9%
DFA
95
DHJJ Financial Advisors
Illinois
$377K -$26.4K -554 -7%
Comerica Bank
96
Comerica Bank
Texas
$375K +$250K +5,251 +201%
CPIG
97
Chicago Partners Investment Group
Illinois
$346K +$4.95K +105 +1%
GCA
98
Genesee Capital Advisors
New York
$345K +$3.58K +75 +1%
APW
99
Aurora Private Wealth
New Jersey
$333K +$333K +6,983 New
US Bancorp
100
US Bancorp
Minnesota
$331K +$21.5K +451 +7%