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

Top Sellers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$55.6M
2
AA
AJ Advisors
Tennessee
$0
3
PAG
Private Advisory Group
Washington
$0
4
Jane Street
Jane Street
New York
$2.13M
5
HighTower Advisors
HighTower Advisors
Illinois
$7.45M
Name Holding Trade Value Shares
Change 		Shares
Change %
APW
126
Aurora Private Wealth
New Jersey
$352K +$3.53K +73 +1%
CPIG
127
Chicago Partners Investment Group
Illinois
$332K -$8.58K -178 -3%
AAS
128
Ameritas Advisory Services
Nebraska
$327K -$42.5K -880 -11%
SFG
129
Socha Financial Group
New York
$308K -$602K -12,468 -66%
LIG
130
Lokken Investment Group
Delaware
$303K – – –
SFG
131
Seamount Financial Group
Colorado
$302K +$302K +6,248 New
CG
132
CFO4Life Group
Texas
$300K -$196K -4,067 -40%
AWG
133
Altus Wealth Group
Colorado
$297K +$297K +6,148 New
OC
134
Oppenheimer & Co
New York
$293K – – –
XWM
135
Xcel Wealth Management
Florida
$290K – – –
TSS
136
Two Sigma Securities
New York
$288K +$288K +5,961 New
Baird Financial Group
137
Baird Financial Group
Wisconsin
$280K +$72.4K +1,500 +35%
BRWA
138
B. Riley Wealth Advisors
Florida
$279K – – –
CFP
139
Curran Financial Partners
South Carolina
$276K +$276K +5,721 New
WA
140
Waddell & Associates
Tennessee
$269K -$16.9K -350 -6%
FPWM
141
FSB Premier Wealth Management
Iowa
$260K -$8.84K -183 -3%
CCFM
142
Clear Creek Financial Management
Washington
$257K -$24.7K -511 -9%
IWS
143
Insight Wealth Strategies
California
$250K +$869 +18 +0.3%
WIM
144
Westside Investment Management
California
$241K +$121K +2,500 +100%
PTC
145
Private Trust Company
Ohio
$238K +$32.8K +680 +16%
LWMNY
146
Landmark Wealth Management (New York)
New York
$238K +$5.85K +121 +3%
LFAS
147
Level Four Advisory Services
Texas
$231K -$16.3K -338 -7%
SOS
148
Silver Oak Securities
Tennessee
$224K +$19.3K +399 +9%
SWM
149
SeaCrest Wealth Management
New York
$220K – – –
SWP
150
Stratos Wealth Partners
Ohio
$215K -$139K -2,875 -39%
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6
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