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First Trust Municipal High Income ETF

117 hedge funds and large institutions have $241M invested in First Trust Municipal High Income ETF in 2023 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 46 increasing their positions, 38 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
117
Holders Change
+4
Holders Change %
+3.54%
% of All Funds
1.85%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
16
Increased
46
Reduced
38
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$23.3M -$819K -17,388 -3%
Morgan Stanley
2
Morgan Stanley
New York
$19.5M +$748K +15,874 +4%
Bank of America
3
Bank of America
North Carolina
$19.1M -$7.33M -155,545 -28%
Citigroup
4
Citigroup
New York
$15.2M +$1.55M +32,907 +11%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$14M -$581K -12,335 -4%
RA
6
RFG Advisory
Alabama
$12.8M +$83.7K +1,778 +0.7%
RT
7
Rockland Trust
Massachusetts
$9.05M -$895K -18,992 -9%
MWAM
8
Manhattan West Asset Management
California
$6.45M +$605K +12,845 +10%
Rockefeller Capital Management
9
Rockefeller Capital Management
New York
$5.94M +$5.6M +118,865 +1,625%
APWA
10
Atlas Private Wealth Advisors
New Jersey
$5.71M +$3.05M +64,671 +114%
Wells Fargo
11
Wells Fargo
California
$5.39M +$4.92M +104,363 +1,035%
Osaic Holdings
12
Osaic Holdings
Arizona
$5.33M -$352K -7,477 -6%
SW
13
SlateStone Wealth
Florida
$4.95M +$1.14M +24,294 +30%
RJA
14
Raymond James & Associates
Florida
$4.52M +$501K +10,639 +12%
PAG
15
Private Advisor Group
New Jersey
$4.38M +$508K +10,794 +13%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$3.95M -$7.35K -156 -0.2%
FAIM
17
Financial Advocates Investment Management
Washington
$3.6M +$874K +18,556 +32%
HI
18
Harbour Investments
Wisconsin
$3.44M +$973K +20,659 +39%
AA
19
AJ Advisors
Tennessee
$3.35M -$65.6K -1,392 -2%
PTP
20
Platform Technology Partners
New York
$2.68M +$8.54K +182 +0.3%
CA
21
Crumly & Associates
Illinois
$2.64M +$2.13M +45,266 +420%
HighTower Advisors
22
HighTower Advisors
Illinois
$2.63M -$300K -6,375 -10%
UBS Group
23
UBS Group
Switzerland
$2.59M +$1.76M +37,287 +210%
MML Investors Services
24
MML Investors Services
Massachusetts
$2.59M +$156K +3,320 +6%
VWA
25
Visionary Wealth Advisors
Illinois
$2.41M +$2.41M +51,078 New