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First Trust Municipal High Income ETF

180 hedge funds and large institutions have $658M invested in First Trust Municipal High Income ETF in 2026 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 77 increasing their positions, 54 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 13

43% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 54

1% more funds holding

Funds holding: 178180 (+2)

1% more capital invested

Capital invested by funds: $651M → $658M (+$7.04M)

3.92% less ownership

Funds ownership: 74.65%70.73% (-3.9%)

Holders
180
Holders Change
+2
Holders Change %
+1.12%
% of All Funds
2.22%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
77
Reduced
54
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HPC
76
Hobart Private Capital
North Carolina
$1.01M +$137K +2,845 +15%
NFG
77
Nations Financial Group
Iowa
$911K +$14.4K +300 +2%
PTP
78
Platform Technology Partners
New York
$906K +$289 +6 +0%
SFG
79
Seamount Financial Group
Colorado
$897K +$160K +3,316 +21%
SFS
80
Sowell Financial Services
Arkansas
$848K -$486K -10,097 -36%
SFPG
81
Stonebridge Financial Planning Group
Florida
$840K +$246K +5,112 +41%
BWM
82
Boyd Wealth Management
California
$818K +$42.5K +884 +5%
P
83
&Partners
Tennessee
$799K -$15.6K -325 -2%
CIAS
84
Capital Investment Advisory Services
North Carolina
$799K +$289 +6 +0%
Fifth Third Bancorp
85
Fifth Third Bancorp
Ohio
$787K +$797K +16,564 New
IAA
86
Independent Advisor Alliance
North Carolina
$775K +$785K +16,309 New
CFP
87
Curran Financial Partners
South Carolina
$773K -$78.5K -1,632 -9%
CIA
88
Concurrent Investment Advisors
Florida
$759K -$134K -2,783 -15%
MPIA
89
Milestones Private Investment Advisors
New York
$750K +$1.11K +23 +0.1%
KAS
90
Kestra Advisory Services
Texas
$740K -$42.3K -880 -5%
IPS
91
Investors Portfolio Services
Washington
$723K -$80.9K -1,681 -10%
CTB
92
Country Trust Bank
Illinois
$712K -$7.26K -151 -1%
WIP
93
WealthCare Investment Partners
Rhode Island
$703K +$258K +5,367 +57%
SWP
94
Summit Wealth Partners
Florida
$685K
KWA
95
Kingswood Wealth Advisors
California
$644K +$652K +13,546 New
JWCA
96
J.W. Cole Advisors
Florida
$643K -$61.9K -1,286 -9%
TWM
97
TSA Wealth Management
Texas
$587K +$594K +12,341 New
MFGM
98
Marshall Financial Group (Maryland)
Maryland
$568K -$20.3K -422 -3%
CW
99
CreativeOne Wealth
Kansas
$567K +$16.5K +344 +3%
SIM
100
Synergy Investment Management
Florida
$550K -$1.19M -24,747 -68%