FMHI icon

First Trust Municipal High Income ETF

141 hedge funds and large institutions have $400M invested in First Trust Municipal High Income ETF in 2023 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 49 increasing their positions, 45 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
141
Holders Change
+21
Holders Change %
+17.5%
% of All Funds
2.07%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
31
Increased
49
Reduced
45
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$66M +$48M +1,006,781 +267%
Morgan Stanley
2
Morgan Stanley
New York
$47.3M +$28.8M +603,572 +155%
LPL Financial
3
LPL Financial
California
$32.2M +$7.08M +148,391 +28%
Wells Fargo
4
Wells Fargo
California
$19.4M +$11.5M +240,894 +145%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$17.5M +$3.93M +82,434 +29%
Bank of America
6
Bank of America
North Carolina
$17M -$2.87M -60,189 -14%
Citigroup
7
Citigroup
New York
$14.5M -$700K -14,685 -5%
CA
8
Crumly & Associates
Illinois
$9.9M +$7.15M +149,917 +260%
FPGK
9
Financial Partners Group (Kansas)
Kansas
$8.68M +$3.49M +73,299 +67%
MWAM
10
Manhattan West Asset Management
California
$8.1M +$495K +10,391 +7%
PWP
11
Principle Wealth Partners
Connecticut
$8.07M +$8.07M +169,293 New
APWA
12
Atlas Private Wealth Advisors
New Jersey
$7.85M -$168K -3,517 -2%
EFP
13
EnRich Financial Partners
Wisconsin
$6.23M +$6.23M +130,653 New
Osaic Holdings
14
Osaic Holdings
Arizona
$5.72M -$2.05M -42,985 -26%
RJA
15
Raymond James & Associates
Florida
$5.63M +$1.71M +35,882 +44%
CAN
16
Cetera Advisor Networks
California
$4.92M +$4.17M +87,562 +563%
CWP
17
Cyndeo Wealth Partners
Florida
$4.86M +$4.19M +87,894 +630%
HighTower Advisors
18
HighTower Advisors
Illinois
$4.82M +$4.82M +101,061 New
SW
19
SlateStone Wealth
Florida
$4.69M -$1.46M -30,590 -24%
PAG
20
Private Advisor Group
New Jersey
$4.06M +$199K +4,183 +5%
RT
21
Rockland Trust
Massachusetts
$4.01M -$3.66M -76,693 -48%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$3.99M +$80.5K +1,689 +2%
UBS Group
23
UBS Group
Switzerland
$3.66M -$4.73M -99,132 -56%
FAIM
24
Financial Advocates Investment Management
Washington
$3.27M -$189K -3,960 -5%
MML Investors Services
25
MML Investors Services
Massachusetts
$3.09M +$389K +8,157 +14%