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First Trust Municipal High Income ETF

135 hedge funds and large institutions have $433M invested in First Trust Municipal High Income ETF in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 64 increasing their positions, 36 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
135
Holders Change
-6
Holders Change %
-4.26%
% of All Funds
1.96%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
15
Increased
64
Reduced
36
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PA
101
Pineridge Advisors
Missouri
$356K -$42.8K -889 -11%
GCA
102
Genesee Capital Advisors
New York
$353K +$4.63K +96 +1%
AAS
103
Ameritas Advisory Services
Nebraska
$340K +$340K +7,135 New
APW
104
Aurora Private Wealth
New Jersey
$340K +$4.33K +90 +1%
US Bancorp
105
US Bancorp
Minnesota
$335K
CPIG
106
Chicago Partners Investment Group
Illinois
$324K -$24.3K -512 -7%
WA
107
Waddell & Associates
Tennessee
$314K
CCFM
108
Clear Creek Financial Management
Washington
$304K +$304K +6,310 New
VR
109
Valued Retirements
Texas
$289K
XWM
110
Xcel Wealth Management
Florida
$289K +$289K +6,000 New
Stifel Financial
111
Stifel Financial
Missouri
$283K +$283K +5,873 New
WA
112
Waverly Advisors
Alabama
$283K +$283K +5,873 New
LA
113
Lifeworks Advisors
Michigan
$262K +$385 +8 +0.1%
EA
114
Eudaimonia Advisors
Tennessee
$237K
LWMNY
115
Landmark Wealth Management (New York)
New York
$225K +$771 +16 +0.3%
SG
116
StoneX Group
New York
$214K +$214K +4,444 New
KFI
117
Key Financial Inc
Pennsylvania
$211K
VCM
118
Virtue Capital Management
Tennessee
$208K
ASN
119
Advisory Services Network
Georgia
$207K +$159K +3,303 +330%
WIM
120
Westside Investment Management
California
$120K +$48.2K +1,000 +67%
TLA
121
Tanglewood Legacy Advisors
Texas
$101K
SC
122
Stephens Consulting
Michigan
$95.1K
BEI
123
Benjamin Edwards Inc
Missouri
$92K
PTC
124
Private Trust Company
Ohio
$90.6K -$40.2K -835 -31%
CAM
125
Creekmur Asset Management
Illinois
$53.3K