FMHI icon

First Trust Municipal High Income ETF

120 hedge funds and large institutions have $264M invested in First Trust Municipal High Income ETF in 2023 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 47 increasing their positions, 42 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
120
Holders Change
+3
Holders Change %
+2.56%
% of All Funds
1.91%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
15
Increased
47
Reduced
42
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$23.8M +$1.46M +32,483 +7%
Bank of America
2
Bank of America
North Carolina
$18.8M +$433K +9,599 +2%
Morgan Stanley
3
Morgan Stanley
New York
$17.5M -$1.12M -24,872 -6%
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$17M +$16.5M +365,317 +3,241%
Citigroup
5
Citigroup
New York
$14.3M -$164K -3,632 -1%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$12.9M -$556K -12,339 -4%
RA
7
RFG Advisory
Alabama
$9.54M -$2.75M -61,036 -22%
UBS Group
8
UBS Group
Switzerland
$7.93M +$5.44M +120,808 +219%
APWA
9
Atlas Private Wealth Advisors
New Jersey
$7.58M +$2.11M +46,893 +39%
Wells Fargo
10
Wells Fargo
California
$7.48M +$2.32M +51,413 +45%
Osaic Holdings
11
Osaic Holdings
Arizona
$7.34M +$2.24M +49,632 +44%
RT
12
Rockland Trust
Massachusetts
$7.25M -$1.41M -31,289 -16%
MWAM
13
Manhattan West Asset Management
California
$7.05M +$994K +22,496 +16%
Rockefeller Capital Management
14
Rockefeller Capital Management
New York
$6.55M +$865K +19,199 +15%
SW
15
SlateStone Wealth
Florida
$5.81M +$1.07M +23,787 +23%
FPGK
16
Financial Partners Group (Kansas)
Kansas
$4.9M +$4.23M +94,068 +642%
RJA
17
Raymond James & Associates
Florida
$3.7M -$622K -13,811 -14%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$3.7M -$83.3K -1,849 -2%
PAG
19
Private Advisor Group
New Jersey
$3.65M -$542K -12,026 -13%
FAIM
20
Financial Advocates Investment Management
Washington
$3.27M -$178K -3,944 -5%
HI
21
Harbour Investments
Wisconsin
$3.23M -$58.3K -1,294 -2%
CWM
22
Cornerstone Wealth Management
Missouri
$2.81M +$2.81M +62,326 New
PTP
23
Platform Technology Partners
New York
$2.61M +$35.6K +789 +1%
CA
24
Crumly & Associates
Illinois
$2.6M +$76.6K +1,700 +3%
MML Investors Services
25
MML Investors Services
Massachusetts
$2.56M +$79K +1,752 +3%