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First Trust Municipal High Income ETF
FMHI

Overview Fund Activity

135 hedge funds and large institutions have $433M invested in First Trust Municipal High Income ETF in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 64 increasing their positions, 36 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
135
Holders Change
-6
Holders Change %
-4.26%
% of All Funds
1.96%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
15
Increased
64
Reduced
36
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
$18.5M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$7.03M
3
Wells Fargo
Wells Fargo
California
$24.3M
4
Jane Street
Jane Street
New York
$5.17M
5
Bank of America
Bank of America
North Carolina
$20.8M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$31.5M
2
APWA
Atlas Private Wealth Advisors
New Jersey
$4.01M
3
BHWA
Beacon Harbor Wealth Advisors
Virginia
$0
4
NW
NewEdge Wealth
Pennsylvania
$0
5
FTUS
Flow Traders U.S.
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$68.8M +$2.16M +44,740 +3%
LPL Financial
2
LPL Financial
California
$35.9M +$3.31M +68,643 +10%
Morgan Stanley
3
Morgan Stanley
New York
$31.5M -$16.3M -338,189 -34%
Wells Fargo
4
Wells Fargo
California
$24.3M +$4.71M +97,759 +24%
Bank of America
5
Bank of America
North Carolina
$20.8M +$3.7M +76,812 +22%
UBS Group
6
UBS Group
Switzerland
$18.5M +$14.8M +308,146 +401%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$17.6M -$162K -3,360 -0.9%
Citigroup
8
Citigroup
New York
$16.8M +$2.21M +45,913 +15%
FPGK
9
Financial Partners Group (Kansas)
Kansas
$9.57M +$804K +16,682 +9%
CA
10
Crumly & Associates
Illinois
$8.92M -$1.09M -22,619 -11%
MWAM
11
Manhattan West Asset Management
California
$8.72M +$541K +11,236 +7%
PWP
12
Principle Wealth Partners
Connecticut
$7.71M -$448K -9,308 -5%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$7.03M +$6.01M +124,671 +586%
EFP
14
EnRich Financial Partners
Wisconsin
$6.42M +$125K +2,600 +2%
SW
15
SlateStone Wealth
Florida
$5.51M +$772K +16,029 +16%
RJA
16
Raymond James & Associates
Florida
$5.51M -$183K -3,791 -3%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$5.46M +$2.86M +59,351 +110%
CAN
18
Cetera Advisor Networks
California
$5.19M +$217K +4,503 +4%
Jane Street
19
Jane Street
New York
$5.17M +$4.64M +96,407 +881%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$4.5M +$467K +9,683 +12%
Osaic Holdings
21
Osaic Holdings
Arizona
$4.37M -$1.41M -29,275 -24%
CWP
22
Cyndeo Wealth Partners
Florida
$4.29M -$615K -12,760 -13%
PAG
23
Private Advisor Group
New Jersey
$4.05M -$52.9K -1,098 -1%
APWA
24
Atlas Private Wealth Advisors
New Jersey
$4.01M -$3.93M -81,554 -50%
HighTower Advisors
25
HighTower Advisors
Illinois
$3.82M -$1.05M -21,699 -21%
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