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First Trust Municipal High Income ETF

166 hedge funds and large institutions have $589M invested in First Trust Municipal High Income ETF in 2025 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 77 increasing their positions, 56 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 56

5% more capital invested

Capital invested by funds: $561M → $589M (+$28.2M)

1.51% more ownership

Funds ownership: 74.3%75.81% (+1.5%)

5% less funds holding

Funds holding: 175166 (-9)

25% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 16

Holders
166
Holders Change
-9
Holders Change %
-5.14%
% of All Funds
2.18%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
77
Reduced
56
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
76
Kestra Advisory Services
Texas
$902K -$689K -14,763 -44%
HPC
77
Hobart Private Capital
North Carolina
$873K +$249K +5,336 +41%
NFG
78
Nations Financial Group
Iowa
$869K +$95.9K +2,055 +13%
IA
79
IFG Advisory
Georgia
$827K +$8.3K +178 +1%
CIAS
80
Capital Investment Advisory Services
North Carolina
$793K -$46.8K -1,004 -6%
BWM
81
Boyd Wealth Management
California
$774K +$700 +15 +0.1%
MPIA
82
Milestones Private Investment Advisors
New York
$745K +$90.4K +1,937 +14%
CTB
83
Country Trust Bank
Illinois
$742K -$17.8K -382 -2%
ACMA
84
Arbor Capital Management (Alaska)
Alaska
$740K +$12K +257 +2%
SFG
85
Seamount Financial Group
Colorado
$735K +$3.69K +79 +0.5%
CFP
86
Curran Financial Partners
South Carolina
$730K +$245K +5,256 +52%
SWP
87
Summit Wealth Partners
Florida
$684K -$2.98K -64 -0.4%
CIA
88
Concurrent Investment Advisors
Florida
$683K -$201K -4,319 -23%
OIA
89
OneDigital Investment Advisors
Kansas
$680K
CAPTRUST Financial Advisors
90
CAPTRUST Financial Advisors
North Carolina
$669K -$40.1K -859 -6%
JWCA
91
J.W. Cole Advisors
Florida
$651K +$26.2K +562 +4%
MFGM
92
Marshall Financial Group (Maryland)
Maryland
$640K +$19.7K +422 +3%
OFS
93
OneAscent Financial Services
Alabama
$615K +$35.5K +762 +6%
AAS
94
Ameritas Advisory Services
Nebraska
$608K +$327K +7,011 +121%
HI
95
Harbour Investments
Wisconsin
$602K -$42K -900 -7%
GIA
96
Gladstone Institutional Advisory
Florida
$583K +$6.2K +133 +1%
US Bancorp
97
US Bancorp
Minnesota
$570K +$189K +4,044 +51%
CSP
98
Cary Street Partners
Virginia
$554K
PFS
99
Prospera Financial Services
Texas
$548K -$28.4K -609 -5%
AF
100
Advisornet Financial
Minnesota
$547K -$21.6K -463 -4%

FMHI Hedge Fund Activity: Q3 2025 in Review

166 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in First Trust Municipal High Income ETF (FMHI) for Q3 2025, worth a combined $589M — up 5% from $561M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of FMHI and 12 opened new positions — a net loss of 4 holders — while 56 trimmed existing stakes and 77 added.

The largest buyer was Wells Fargo, adding an estimated $7.57M. The largest seller was Ocean Park Asset Management, cutting an estimated $4.3M.

  • 166 institutional investors held First Trust Municipal High Income ETF (FMHI) as of Q3 2025, down from 175 in Q2 2025.
  • Funds reported $589M of First Trust Municipal High Income ETF stock for Q3 2025, up 5% quarter-over-quarter.
  • 12 funds opened new First Trust Municipal High Income ETF positions in Q3 2025 and 16 closed out, a net change of -4 holders.
  • The largest First Trust Municipal High Income ETF buyer in Q3 2025 was Wells Fargo, an estimated $7.57M added.
  • The largest First Trust Municipal High Income ETF seller in Q3 2025 was Ocean Park Asset Management, an estimated $4.3M sold.

Based on aggregated 13F filings for Q3 2025.