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First Trust Municipal High Income ETF

169 hedge funds and large institutions have $576M invested in First Trust Municipal High Income ETF in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 70 increasing their positions, 61 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

less funds holding

Funds holding:

17% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 12

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
169
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFP
101
Curran Financial Partners
South Carolina
$520K
AIM
102
Advyzon Investment Management
Illinois
$511K
Envestnet Portfolio Solutions
103
Envestnet Portfolio Solutions
Illinois
$491K
WIP
104
WealthCare Investment Partners
Rhode Island
$489K
ASN
105
Advisory Services Network
Georgia
$484K
HW
106
Hedeker Wealth
Illinois
$469K
TNBTD
107
Trustmark National Bank Trust Department
Mississippi
$460K
SWP
108
Sagespring Wealth Partners
Tennessee
$432K
DWM
109
Dynasty Wealth Management
Florida
$432K
AAP
110
Arax Advisory Partners
Colorado
$423K
IAIM
111
International Assets Investment Management
Florida
$404K
WAP
112
Wealthcare Advisory Partners
Pennsylvania
$402K
Brown Advisory
113
Brown Advisory
Maryland
$392K
DFA
114
DHJJ Financial Advisors
Illinois
$388K
MWM
115
Mattern Wealth Management
Kansas
$385K
BlackRock
116
BlackRock
New York
$382K
US Bancorp
117
US Bancorp
Minnesota
$381K
AQR Capital Management
118
AQR Capital Management
Connecticut
$377K
OPS
119
Orion Portfolio Solutions
Nebraska
$374K
BCI
120
Brinker Capital Investments
Pennsylvania
$374K
GCA
121
Genesee Capital Advisors
New York
$363K
APW
122
Aurora Private Wealth
New Jersey
$352K
RA
123
RFG Advisory
Alabama
$351K
AA
124
Armis Advisers
Georgia
$339K
CPIG
125
Chicago Partners Investment Group
Illinois
$329K