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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 %
PS
126
Principal Securities
Iowa
$48.2K +$48.2K +1,010 New
ASN
127
Advisory Services Network
Georgia
$47.7K +$47.7K +1,000 New
MRCM
128
M&R Capital Management
New Jersey
$34.1K -$11.4K -239 -25%
RIL
129
Rothschild Investment LLC
Illinois
$29.8K +$29.8K +625 New
CFD
130
Creative Financial Designs
Indiana
$28.7K -$11.9K -250 -29%
SWM
131
Spire Wealth Management
Virginia
$18.5K
T
132
Tidemark
California
$17.4K +$17.4K +364 New
CAL
133
Capital Analysts LLC
Pennsylvania
$15K
CAS
134
Coppell Advisory Solutions
Texas
$14.1K +$12.5K +263 +822%
AF
135
Allworth Financial
California
$12.4K -$7.44K -156 -38%
GWSG
136
GPS Wealth Strategies Group
Colorado
$11K
PFA
137
Pathway Financial Advisers
Indiana
$8.94K
NS
138
NBC Securities
Alabama
$6K +$465 +11 +8%
BHWM
139
Beaird Harris Wealth Management
Texas
$4.77K +$4.77K +100 New
Barclays
140
Barclays
United Kingdom
$1K
Fidelity Investments
141
Fidelity Investments
Massachusetts
$48 +$48 +1 New
APWM
142
Atlas Private Wealth Management
New York
-$1.08M -23,852 Closed
GIA
143
Gladstone Institutional Advisory
Florida
-$934K -20,725 Closed
OC
144
Oppenheimer & Co
New York
-$300K -6,659 Closed
IP
145
Ignite Planners
California
-$295K -6,597 Closed
FHC
146
First Heartland Consultants
Missouri
-$267K -5,932 Closed
GSC
147
G&S Capital
Colorado
-$260K -5,770 Closed
CA
148
Cetera Advisors
Colorado
-$210K -4,664 Closed
CAG
149
Csenge Advisory Group
Florida
-$207K -4,593 Closed
AAS
150
Ameritas Advisory Services
Nebraska
-$202K -4,518 Closed