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First Trust Municipal High Income ETF

117 hedge funds and large institutions have $241M invested in First Trust Municipal High Income ETF in 2023 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 46 increasing their positions, 38 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
117
Holders Change
+4
Holders Change %
+3.54%
% of All Funds
1.85%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
16
Increased
46
Reduced
38
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WIM
101
Westside Investment Management
California
$70.7K -$14.1K -300 -17%
CHA
102
Carmichael Hill & Associates
Maryland
$48.4K
TLA
103
Tanglewood Legacy Advisors
Texas
$47.1K
SS
104
Sunbelt Securities
Texas
$47.1K
CFD
105
Creative Financial Designs
Indiana
$40.1K +$40.1K +852 New
SIS
106
Sound Income Strategies
Florida
$39.8K +$39.8K +844 New
PTC
107
Private Trust Company
Ohio
$39.3K -$60.1K -1,277 -60%
CAS
108
Coppell Advisory Solutions
Texas
$30.8K +$30.8K +655 New
AF
109
Allworth Financial
California
$19.5K +$19.5K +415 New
SWM
110
Spire Wealth Management
Virginia
$18.4K
Carson Wealth (CWM LLC)
111
Carson Wealth (CWM LLC)
Nebraska
$17K
CAL
112
Capital Analysts LLC
Pennsylvania
$14K
AF
113
Advisornet Financial
Minnesota
$11.3K +$11.3K +240 New
GWSG
114
GPS Wealth Strategies Group
Colorado
$10.8K
GI
115
Gradient Investments
Minnesota
$9.66K +$9.66K +205 New
CWA
116
Clearview Wealth Advisors
Oregon
$1.23K
Barclays
117
Barclays
United Kingdom
$1K
Susquehanna International Group
118
Susquehanna International Group
Pennsylvania
-$983K -20,954 Closed
BWM
119
Boyd Wealth Management
California
-$753K -16,052 Closed
SWP
120
ShoreHaven Wealth Partners
New Jersey
-$746K -15,899 Closed
WWA
121
WCG Wealth Advisors
Nevada
-$650K -13,864 Closed
SWA
122
Stratos Wealth Advisors
Ohio
-$586K -12,501 Closed
AAS
123
Ameritas Advisory Services
Nebraska
-$352K -7,502 Closed
FFN
124
Focus Financial Network
Minnesota
-$278K -5,931 Closed
ASN
125
Advisory Services Network
Georgia
-$195K -4,162 Closed