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First Trust Municipal High Income ETF

120 hedge funds and large institutions have $264M invested in First Trust Municipal High Income ETF in 2023 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 47 increasing their positions, 42 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
120
Holders Change
+3
Holders Change %
+2.56%
% of All Funds
1.91%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
15
Increased
47
Reduced
42
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AF
101
Advisornet Financial
Minnesota
$176K +$165K +3,660 +1,525%
PTC
102
Private Trust Company
Ohio
$143K +$105K +2,335 +280%
Comerica Bank
103
Comerica Bank
Texas
$118K +$118K +2,610 New
TLA
104
Tanglewood Legacy Advisors
Texas
$94.6K +$49.6K +1,100 +110%
SC
105
Stephens Consulting
Michigan
$88.9K -$22.4K -497 -20%
BEI
106
Benjamin Edwards Inc
Missouri
$86K
WIM
107
Westside Investment Management
California
$67.6K
CHA
108
Carmichael Hill & Associates
Maryland
$46.3K
GI
109
Gradient Investments
Minnesota
$46K +$36.7K +815 +398%
MRCM
110
M&R Capital Management
New Jersey
$43K +$43K +954 New
CFD
111
Creative Financial Designs
Indiana
$38.4K
AF
112
Allworth Financial
California
$18.7K
SWM
113
Spire Wealth Management
Virginia
$17.6K
Carson Wealth (CWM LLC)
114
Carson Wealth (CWM LLC)
Nebraska
$16K
CAL
115
Capital Analysts LLC
Pennsylvania
$14K
GWSG
116
GPS Wealth Strategies Group
Colorado
$10.4K
PFA
117
Pathway Financial Advisers
Indiana
$8.45K +$8.45K +188 New
NS
118
NBC Securities
Alabama
$5K +$5K +131 New
CAS
119
Coppell Advisory Solutions
Texas
$1.48K -$28.8K -623 -95%
Barclays
120
Barclays
United Kingdom
$1K
AA
121
AJ Advisors
Tennessee
-$3.35M -71,055 Closed
HighTower Advisors
122
HighTower Advisors
Illinois
-$2.63M -55,755 Closed
CWM
123
Comprehensive Wealth Management
Washington
-$947K -20,113 Closed
CCA
124
Clearwater Capital Advisors
Illinois
-$812K -17,232 Closed
Mariner
125
Mariner
Kansas
-$471K -10,001 Closed