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First Trust Municipal High Income ETF
FMHI

Overview Fund Activity

113 hedge funds and large institutions have $219M invested in First Trust Municipal High Income ETF in 2023 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 51 increasing their positions, 34 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
113
Holders Change
+9
Holders Change %
+8.65%
% of All Funds
1.81%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
17
Increased
51
Reduced
34
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$26.4M
2
MWAM
Manhattan West Asset Management
California
$5.82M
3
LPL Financial
LPL Financial
California
$24M
4
SW
SlateStone Wealth
Florida
$3.79M
5
Morgan Stanley
Morgan Stanley
New York
$18.7M

Top Sellers

1
Jane Street
Jane Street
New York
$1.93M
2
CWP
Cyndeo Wealth Partners
Florida
$813K
3
RT
Rockland Trust
Massachusetts
$9.9M
4
FTUS
Flow Traders U.S.
New York
$0
5
AA
AJ Advisors
Tennessee
$3.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$26.4M +$16.6M +354,121 +170%
LPL Financial
2
LPL Financial
California
$24M +$3.87M +82,437 +19%
Morgan Stanley
3
Morgan Stanley
New York
$18.7M +$2.59M +55,308 +16%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$14.5M +$765K +16,324 +6%
Citigroup
5
Citigroup
New York
$13.6M +$1.41M +30,152 +12%
RA
6
RFG Advisory
Alabama
$12.7M +$200K +4,260 +2%
RT
7
Rockland Trust
Massachusetts
$9.9M -$3.71M -79,132 -27%
MWAM
8
Manhattan West Asset Management
California
$5.82M +$5.82M +124,089 New
Osaic Holdings
9
Osaic Holdings
Arizona
$5.67M +$2.51M +53,448 +79%
RJA
10
Raymond James & Associates
Florida
$4M +$1.01M +21,434 +34%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$3.94M +$618K +13,187 +19%
PAG
12
Private Advisor Group
New Jersey
$3.85M -$32.4K -692 -0.8%
SW
13
SlateStone Wealth
Florida
$3.79M +$3.79M +80,818 New
AA
14
AJ Advisors
Tennessee
$3.4M -$1.66M -35,378 -33%
HighTower Advisors
15
HighTower Advisors
Illinois
$2.91M +$944K +20,130 +48%
FAIM
16
Financial Advocates Investment Management
Washington
$2.71M +$212K +4,517 +8%
PTP
17
Platform Technology Partners
New York
$2.67M +$12.8K +273 +0.5%
APWA
18
Atlas Private Wealth Advisors
New Jersey
$2.66M +$590K +12,591 +29%
HI
19
Harbour Investments
Wisconsin
$2.46M -$302K -6,440 -11%
MML Investors Services
20
MML Investors Services
Massachusetts
$2.42M -$7.97K -170 -0.3%
SPIA
21
Steward Partners Investment Advisory
New York
$2.36M +$1.79M +38,123 +313%
ARG
22
Advisory Resource Group
Oklahoma
$2.15M +$74.8K +1,596 +4%
IA
23
IFP Advisors
Florida
$2.07M -$471K -9,363 -19%
Jane Street
24
Jane Street
New York
$1.93M -$8.73M -186,231 -82%
MA
25
Mutual Advisors
Nebraska
$1.91M +$243K +5,173 +15%
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