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First Trust Municipal High Income ETF

135 hedge funds and large institutions have $433M invested in First Trust Municipal High Income ETF in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 64 increasing their positions, 36 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
135
Holders Change
-6
Holders Change %
-4.26%
% of All Funds
1.96%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
15
Increased
64
Reduced
36
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
ACMA
76
Arbor Capital Management (Alaska)
Alaska
$669K +$6.48K +135 +1%
KPWS
77
Kestra Private Wealth Services
Texas
$666K +$216K +4,482 +48%
NFG
78
Nations Financial Group
Iowa
$649K +$142K +2,950 +28%
Truist Financial
79
Truist Financial
North Carolina
$644K -$118K -2,452 -16%
AAS
80
Avantax Advisory Services
Texas
$635K +$402K +8,343 +172%
AWS
81
Atria Wealth Solutions
New York
$600K +$339K +7,029 +129%
SPC
82
Sigma Planning Corp
Michigan
$582K +$273K +5,667 +88%
RJT
83
Raymond James Trust
Florida
$568K
HPC
84
Hobart Private Capital
North Carolina
$546K +$1.78K +37 +0.3%
SWP
85
Summit Wealth Partners
Florida
$541K
CSPIA
86
Cary Street Partners Investment Advisory
Virginia
$537K +$33.7K +700 +7%
AF
87
Advisornet Financial
Minnesota
$526K +$1.59K +33 +0.3%
IWS
88
Insight Wealth Strategies
California
$514K +$3.04K +63 +0.6%
CG
89
CFO4Life Group
Texas
$496K -$61.8K -1,282 -11%
HW
90
Hedeker Wealth
Illinois
$463K +$5.88K +122 +1%
Envestnet Portfolio Solutions
91
Envestnet Portfolio Solutions
Illinois
$449K -$2.99K -62 -0.7%
GWM
92
Geneos Wealth Management
Colorado
$418K -$33.5K -696 -7%
WAP
93
Wealthcare Advisory Partners
Pennsylvania
$405K +$202K +4,200 +100%
GRP
94
Global Retirement Partners
California
$393K +$2.46K +51 +0.6%
DFA
95
DHJJ Financial Advisors
Illinois
$392K +$11K +229 +3%
WIP
96
WealthCare Investment Partners
Rhode Island
$376K +$376K +7,807 New
BFEC
97
Benjamin F. Edwards & Company
Missouri
$375K +$58.9K +1,220 +19%
IWC
98
Integrated Wealth Concepts
Massachusetts
$370K +$86.1K +1,787 +30%
PFS
99
Prospera Financial Services
Texas
$370K -$27.4K -569 -7%
SWP
100
Stratos Wealth Partners
Ohio
$363K -$133K -2,770 -27%