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First Trust Municipal High Income ETF

141 hedge funds and large institutions have $400M invested in First Trust Municipal High Income ETF in 2023 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 49 increasing their positions, 45 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
141
Holders Change
+21
Holders Change %
+17.5%
% of All Funds
2.07%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
31
Increased
49
Reduced
45
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BFEC
101
Benjamin F. Edwards & Company
Missouri
$313K -$41.5K -868 -12%
WA
102
Waddell & Associates
Tennessee
$311K
SPC
103
Sigma Planning Corp
Michigan
$306K -$220K -4,615 -42%
VR
104
Valued Retirements
Texas
$286K +$286K +6,000 New
EFS
105
Econ Financial Services
Pennsylvania
$284K
IWC
106
Integrated Wealth Concepts
Massachusetts
$281K +$281K +5,893 New
LA
107
Lifeworks Advisors
Michigan
$259K +$259K +5,435 New
AWS
108
Atria Wealth Solutions
New York
$259K -$217K -4,555 -46%
FPWM
109
FSB Premier Wealth Management
Iowa
$251K -$58.8K -1,233 -19%
AWG
110
Altus Wealth Group
Colorado
$243K -$8.92K -187 -4%
EA
111
Eudaimonia Advisors
Tennessee
$234K +$234K +4,916 New
AAS
112
Avantax Advisory Services
Texas
$231K -$221K -4,642 -49%
LWMNY
113
Landmark Wealth Management (New York)
New York
$222K -$59.6K -1,249 -21%
TSS
114
Two Sigma Securities
New York
$213K +$213K +4,474 New
KFI
115
Key Financial Inc
Pennsylvania
$209K +$209K +4,375 New
VCM
116
Virtue Capital Management
Tennessee
$207K +$207K +4,355 New
WAP
117
Wealthcare Advisory Partners
Pennsylvania
$200K +$200K +4,200 New
PTC
118
Private Trust Company
Ohio
$129K -$21.6K -454 -14%
TLA
119
Tanglewood Legacy Advisors
Texas
$100K
SC
120
Stephens Consulting
Michigan
$94.1K
BEI
121
Benjamin Edwards Inc
Missouri
$91K
WIM
122
Westside Investment Management
California
$71.5K
CAM
123
Creekmur Asset Management
Illinois
$52.8K +$52.8K +1,107 New
GI
124
Gradient Investments
Minnesota
$51.2K +$2.53K +53 +5%
CHA
125
Carmichael Hill & Associates
Maryland
$49K