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First Trust Municipal High Income ETF
FMHI

Overview Fund Activity

158 hedge funds and large institutions have $528M invested in First Trust Municipal High Income ETF in 2024 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 79 increasing their positions, 41 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
158
Holders Change
+5
Holders Change %
+3.27%
% of All Funds
2.29%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
17
Increased
79
Reduced
41
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$48.4M
2
PWP
Principle Wealth Partners
Connecticut
$17.4M
3
Bank of America
Bank of America
North Carolina
$30.3M
4
HighTower Advisors
HighTower Advisors
Illinois
$8.51M
5
LPL Financial
LPL Financial
California
$44.2M

Top Sellers

1
IA
IFP Advisors
Florida
$1.19M
2
FTUS
Flow Traders U.S.
New York
$0
3
OFS
OneAscent Financial Services
Alabama
$0
4
HGERS
Householder Group Estate & Retirement Specialist
Arizona
$235K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$3.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
HW
101
Hedeker Wealth
Illinois
$465K – – –
MWM
102
Mattern Wealth Management
Kansas
$465K +$465K +9,412 New
IWC
103
Integrated Wealth Concepts
Massachusetts
$448K +$14.9K +302 +3%
SCA
104
Snowden Capital Advisors
New York
$417K -$72.8K -1,473 -15%
WAP
105
Wealthcare Advisory Partners
Pennsylvania
$415K – – –
DFA
106
DHJJ Financial Advisors
Illinois
$414K +$8.65K +175 +2%
GRP
107
Global Retirement Partners
California
$402K -$4.59K -93 -1%
SA
108
SpiderRock Advisors
Delaware
$395K – – –
JWCA
109
J.W. Cole Advisors
Florida
$384K +$57.8K +1,171 +18%
AAS
110
Ameritas Advisory Services
Nebraska
$378K +$1.98K +40 +0.5%
BEI
111
Benjamin Edwards Inc
Missouri
$372K +$277K +5,616 +293%
GCA
112
Genesee Capital Advisors
New York
$369K +$3.66K +74 +1%
SWP
113
Stratos Wealth Partners
Ohio
$362K -$10.3K -209 -3%
APW
114
Aurora Private Wealth
New Jersey
$356K +$3.5K +71 +1%
US Bancorp
115
US Bancorp
Minnesota
$343K – – –
CPIG
116
Chicago Partners Investment Group
Illinois
$342K +$145 +3 +0%
OMC
117
Old Mission Capital
Illinois
$323K +$323K +6,547 New
LIG
118
Lokken Investment Group
Delaware
$310K +$14.8K +299 +5%
OC
119
Oppenheimer & Co
New York
$300K +$32.9K +665 +12%
XWM
120
Xcel Wealth Management
Florida
$296K – – –
WA
121
Waddell & Associates
Tennessee
$292K – – –
CWP
122
Core Wealth Partners
California
$291K +$291K +5,895 New
CCFM
123
Clear Creek Financial Management
Washington
$288K -$5.83K -118 -2%
BRWA
124
B. Riley Wealth Advisors
Florida
$285K – – –
FPWM
125
FSB Premier Wealth Management
Iowa
$275K +$275K +5,562 New
3 4
5
6 7