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First Trust Municipal High Income ETF

153 hedge funds and large institutions have $452M invested in First Trust Municipal High Income ETF in 2024 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 67 increasing their positions, 37 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
153
Holders Change
+18
Holders Change %
+13.33%
% of All Funds
2.23%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
29
Increased
67
Reduced
37
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LA
126
Lifeworks Advisors
Michigan
$218K -$45.2K -935 -17%
KFI
127
Key Financial Inc
Pennsylvania
$211K
PGF
128
Plan Group Financial
Oklahoma
$211K +$211K +4,370 New
ECA
129
Elevated Capital Advisors
Utah
$211K +$211K +4,365 New
LFAS
130
Level Four Advisory Services
Texas
$204K +$204K +4,213 New
PTC
131
Private Trust Company
Ohio
$196K +$105K +2,169 +115%
IAIM
132
International Assets Investment Management
Florida
$184K +$184K +3,809 New
FFA
133
Farther Finance Advisors
California
$121K +$121K +2,509 New
WIM
134
Westside Investment Management
California
$121K
TLA
135
Tanglewood Legacy Advisors
Texas
$101K
BEI
136
Benjamin Edwards Inc
Missouri
$93K
SC
137
Stephens Consulting
Michigan
$91.5K -$3.82K -79 -4%
CAM
138
Creekmur Asset Management
Illinois
$53.5K
CHA
139
Carmichael Hill & Associates
Maryland
$49.7K
MRCM
140
M&R Capital Management
New Jersey
$34.5K
RIL
141
Rothschild Investment LLC
Illinois
$30.2K
CAS
142
Coppell Advisory Solutions
Texas
$24.7K +$24.7K +512 New
CPG
143
Cornerstone Planning Group
New Jersey
$21.8K +$21.8K +441 New
CFD
144
Creative Financial Designs
Indiana
$14.6K
HFA
145
Hershey Financial Advisers
Pennsylvania
$12.6K +$12.6K +260 New
GWSG
146
GPS Wealth Strategies Group
Colorado
$11.1K
RWMG
147
Redwood Wealth Management Group
New Jersey
$9.95K +$9.95K +206 New
PFA
148
Pathway Financial Advisers
Indiana
$9.06K +$48 +1 +0.5%
NS
149
NBC Securities
Alabama
$6K
BHWM
150
Beaird Harris Wealth Management
Texas
$4.76K +$4.76K +100 New