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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 %
KFI
151
Key Financial Inc
Pennsylvania
$211K – – –
CWP
152
Core Wealth Partners
California
$207K -$78K -1,615 -27%
LFG
153
Larson Financial Group
Missouri
$184K +$94.1K +1,948 +105%
PA
154
Pineridge Advisors
Missouri
$182K -$81.4K -1,686 -31%
AWM
155
AE Wealth Management
Kansas
$139K +$139K +2,874 New
SIM
156
Synergy Investment Management
Florida
$124K +$124K +2,559 New
FMII
157
Farmers & Merchants Investments Inc
Nebraska
$106K – – –
TLA
158
Tanglewood Legacy Advisors
Texas
$101K – – –
FFA
159
Farther Finance Advisors
California
$97.7K -$19.7K -407 -17%
SC
160
Stephens Consulting
Michigan
$91.1K +$338 +7 +0.4%
DSC
161
Duncker Streett & Co
Missouri
$67.2K +$67.2K +1,392 New
MCM
162
MAI Capital Management
Ohio
$62.7K +$62.7K +1,298 New
CAS
163
Coppell Advisory Solutions
Texas
$62.4K +$40.2K +832 +180%
FIM
164
FWL Investment Management
Texas
$56.5K – – –
CAM
165
Creekmur Asset Management
Illinois
$53.5K – – –
CFD
166
Creative Financial Designs
Indiana
$41.9K +$27.3K +566 +187%
RIL
167
Rothschild Investment LLC
Illinois
$30.2K – – –
TAM
168
Tucker Asset Management
Colorado
$22.5K +$22.5K +465 New
CPG
169
Cornerstone Planning Group
New Jersey
$21.6K +$242 +5 +1%
MAS
170
MPWM Advisory Solutions
Georgia
$13.3K +$13.3K +276 New
PS
171
Principal Securities
Iowa
$11.3K +$11.3K +234 New
GSWM
172
Golden State Wealth Management
California
$10.9K +$10.9K +225 New
PFA
173
Pathway Financial Advisers
Indiana
$9.06K – – –
CAL
174
Capital Analysts LLC
Pennsylvania
$1K -$2.5K -30 -71%
TCM
175
TD Capital Management
Tennessee
$634 +$634 +13 New
4 5 6
7
8