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First Trust Municipal High Income ETF

113 hedge funds and large institutions have $219M invested in First Trust Municipal High Income ETF in 2023 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 51 increasing their positions, 34 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
113
Holders Change
+9
Holders Change %
+8.65%
% of All Funds
1.81%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
17
Increased
51
Reduced
34
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CHA
101
Carmichael Hill & Associates
Maryland
$48.2K +$27K +576 +127%
TLA
102
Tanglewood Legacy Advisors
Texas
$46.9K
SS
103
Sunbelt Securities
Texas
$46.8K +$46.8K +1,000 New
SWM
104
Spire Wealth Management
Virginia
$18.3K +$18.3K +390 New
Carson Wealth (CWM LLC)
105
Carson Wealth (CWM LLC)
Nebraska
$17K
CAL
106
Capital Analysts LLC
Pennsylvania
$14K -$113K -2,474 -89%
RTC
107
Riverview Trust Company
Washington
$13.1K +$13.1K +280 New
GWSG
108
GPS Wealth Strategies Group
Colorado
$10.8K +$10.8K +230 New
PFA
109
Pathway Financial Advisers
Indiana
$8.79K
BAM
110
Belpointe Asset Management
Nevada
$5.02K
Commonwealth Equity Services
111
Commonwealth Equity Services
Massachusetts
$1.67K -$317 -6,769 -16%
CWA
112
Clearview Wealth Advisors
Oregon
$1.22K -$20.6K -440 -94%
Barclays
113
Barclays
United Kingdom
$1K
FTUS
114
Flow Traders U.S.
New York
-$2.48M -53,581 Closed
WCFA
115
Walkner Condon Financial Advisors
Wisconsin
-$348K -7,510 Closed
MCC
116
Money Concepts Capital
Florida
-$78.7K -1,700 Closed
IGWM
117
ICA Group Wealth Management
Colorado
-$6.94K -150 Closed
WWM
118
Wagner Wealth Management
South Carolina
-$5.79K -125 Closed
CAS
119
Coppell Advisory Solutions
Texas
-$1.48K -32 Closed
CASC
120
Coppell Advisory Solutions Corp
Texas
-$1.48K -32 Closed
Fidelity Investments
121
Fidelity Investments
Massachusetts
-$46 -1 Closed