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First Trust Municipal High Income ETF

153 hedge funds and large institutions have $452M invested in First Trust Municipal High Income ETF in 2024 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 67 increasing their positions, 37 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
153
Holders Change
+18
Holders Change %
+13.33%
% of All Funds
2.23%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
29
Increased
67
Reduced
37
Closed
8
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
$70.7M +$1.65M +34,159 +2%
LPL Financial
2
LPL Financial
California
$39M +$3.02M +62,570 +8%
Morgan Stanley
3
Morgan Stanley
New York
$37M +$5.4M +111,679 +17%
Wells Fargo
4
Wells Fargo
California
$28.1M +$3.71M +76,805 +15%
Bank of America
5
Bank of America
North Carolina
$23.3M +$2.39M +49,410 +11%
Citigroup
6
Citigroup
New York
$16M -$844K -17,460 -5%
UBS Group
7
UBS Group
Switzerland
$15.8M -$2.83M -58,582 -15%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$11.4M -$6.26M -129,551 -36%
FPGK
9
Financial Partners Group (Kansas)
Kansas
$10.6M +$998K +20,649 +10%
NA
10
NewEdge Advisors
Louisiana
$9.11M +$7.73M +159,987 +561%
MWAM
11
Manhattan West Asset Management
California
$7.85M -$900K -18,632 -10%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$7.78M +$730K +15,100 +10%
APWA
13
Atlas Private Wealth Advisors
New Jersey
$7.77M +$3.75M +77,560 +93%
PWP
14
Principle Wealth Partners
Connecticut
$7.5M -$230K -4,765 -3%
EFP
15
EnRich Financial Partners
Wisconsin
$6.42M -$16K -331 -0.2%
RJA
16
Raymond James & Associates
Florida
$6.19M +$668K +13,832 +12%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$5.64M +$168K +3,481 +3%
SW
18
SlateStone Wealth
Florida
$5.21M -$319K -6,605 -6%
CA
19
Crumly & Associates
Illinois
$4.81M -$4.13M -85,544 -46%
Osaic Holdings
20
Osaic Holdings
Arizona
$4.45M +$72.6K +1,502 +2%
CWP
21
Cyndeo Wealth Partners
Florida
$4.3M
MML Investors Services
22
MML Investors Services
Massachusetts
$4.08M +$614K +12,715 +18%
PAG
23
Private Advisor Group
New Jersey
$4.06M +$3.33K +69 +0.1%
MAS
24
Meeder Advisory Services
Ohio
$4.02M +$4.02M +83,273 New
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$3.83M -$684K -14,153 -15%