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First Trust Municipal High Income ETF
FMHI

Overview Fund Activity

176 hedge funds and large institutions have $545M invested in First Trust Municipal High Income ETF in 2024 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 84 increasing their positions, 41 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
176
Holders Change
+18
Holders Change %
+11.39%
% of All Funds
2.34%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
34
Increased
84
Reduced
41
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$52.5M
2
LPL Financial
2
LPL Financial
California
$47.5M
3
UBS Group
3
UBS Group
Switzerland
$19.2M
4
Bank of America
4
Bank of America
North Carolina
$32.4M
5
Citigroup
5
Citigroup
New York
$18.7M

Top Sellers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$55.6M
2
AA
2
AJ Advisors
Tennessee
$0
3
PAG
3
Private Advisory Group
Washington
$0
4
Jane Street
4
Jane Street
New York
$2.13M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$7.45M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAA
101
Independent Advisor Alliance
North Carolina
$578K +$578K +11,961 New
AF
102
Advisornet Financial
Minnesota
$565K +$23.2K +481 +4%
IA
103
IFG Advisory
Georgia
$552K +$5.55K +115 +1%
SA
104
Sanctuary Advisors
Indiana
$532K +$14.7K +303 +3%
AIM
105
Advyzon Investment Management
Illinois
$529K +$529K +10,961 New
WIP
106
WealthCare Investment Partners
Rhode Island
$519K +$1.11K +23 +0.2%
TNBTD
107
Trustmark National Bank Trust Department
Mississippi
$510K – – –
SWP
108
Sagespring Wealth Partners
Tennessee
$500K +$500K +10,349 New
IAIM
109
International Assets Investment Management
Florida
$491K +$491K +10,157 New
GWM
110
Geneos Wealth Management
Colorado
$491K -$18.4K -381 -4%
Envestnet Portfolio Solutions
111
Envestnet Portfolio Solutions
Illinois
$463K -$62.1K -1,286 -12%
DWM
112
Dynasty Wealth Management
Florida
$460K +$460K +9,517 New
ASN
113
Advisory Services Network
Georgia
$459K +$199K +4,125 +77%
HW
114
Hedeker Wealth
Illinois
$457K +$2.51K +52 +0.6%
MWM
115
Mattern Wealth Management
Kansas
$455K – – –
DFA
116
DHJJ Financial Advisors
Illinois
$406K +$1.01K +21 +0.3%
WAP
117
Wealthcare Advisory Partners
Pennsylvania
$406K – – –
BEI
118
Benjamin Edwards Inc
Missouri
$400K +$36.4K +754 +10%
JWCA
119
J.W. Cole Advisors
Florida
$398K +$22.8K +472 +6%
GRP
120
Global Retirement Partners
California
$397K +$3.91K +81 +1%
BlackRock
121
BlackRock
New York
$386K +$386K +8,000 New
US Bancorp
122
US Bancorp
Minnesota
$385K +$49.2K +1,018 +15%
AA
123
Armis Advisers
Georgia
$380K +$380K +7,859 New
SCA
124
Snowden Capital Advisors
New York
$372K -$35.6K -737 -9%
GCA
125
Genesee Capital Advisors
New York
$364K +$3.62K +75 +1%
3 4
5
6 7