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First Trust Municipal High Income ETF
FMHI

Overview Fund Activity

158 hedge funds and large institutions have $528M invested in First Trust Municipal High Income ETF in 2024 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 79 increasing their positions, 41 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
158
Holders Change
+5
Holders Change %
+3.27%
% of All Funds
2.29%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
17
Increased
79
Reduced
41
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$48.4M
2
PWP
Principle Wealth Partners
Connecticut
$17.4M
3
Bank of America
Bank of America
North Carolina
$30.3M
4
HighTower Advisors
HighTower Advisors
Illinois
$8.51M
5
LPL Financial
LPL Financial
California
$44.2M

Top Sellers

1
IA
IFP Advisors
Florida
$1.19M
2
FTUS
Flow Traders U.S.
New York
$0
3
OFS
OneAscent Financial Services
Alabama
$0
4
HGERS
Householder Group Estate & Retirement Specialist
Arizona
$235K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$3.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$75.2M +$2.92M +59,086 +4%
Morgan Stanley
2
Morgan Stanley
New York
$48.4M +$10.6M +213,615 +28%
LPL Financial
3
LPL Financial
California
$44.2M +$4.27M +86,500 +11%
Wells Fargo
4
Wells Fargo
California
$32.6M +$3.88M +78,474 +13%
Bank of America
5
Bank of America
North Carolina
$30.3M +$6.48M +131,178 +27%
PWP
6
Principle Wealth Partners
Connecticut
$17.4M +$9.7M +196,412 +127%
Citigroup
7
Citigroup
New York
$16.3M -$131K -2,648 -0.8%
UBS Group
8
UBS Group
Switzerland
$16M -$72.5K -1,467 -0.4%
FPGK
9
Financial Partners Group (Kansas)
Kansas
$11.6M +$804K +16,285 +7%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$11.5M -$118K -2,379 -1%
NA
11
NewEdge Advisors
Louisiana
$9.04M -$274K -5,547 -3%
HighTower Advisors
12
HighTower Advisors
Illinois
$8.51M +$5.54M +112,110 +186%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$8.33M +$377K +7,631 +5%
MWAM
14
Manhattan West Asset Management
California
$8.26M +$236K +4,768 +3%
APWA
15
Atlas Private Wealth Advisors
New Jersey
$7.88M -$59.8K -1,211 -0.8%
SW
16
SlateStone Wealth
Florida
$6.98M +$1.65M +33,469 +31%
EFP
17
EnRich Financial Partners
Wisconsin
$6.91M +$345K +6,990 +5%
RJA
18
Raymond James & Associates
Florida
$6.38M +$53.6K +1,086 +0.8%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$6.25M +$488K +9,868 +8%
CA
20
Crumly & Associates
Illinois
$5.41M +$499K +10,110 +10%
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$5.25M +$3.55M +71,872 +209%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$5.24M +$2.79M +56,418 +114%
MAS
23
Meeder Advisory Services
Ohio
$4.69M +$578K +11,700 +14%
MML Investors Services
24
MML Investors Services
Massachusetts
$4.56M +$382K +7,740 +9%
CWP
25
Cyndeo Wealth Partners
Florida
$4.25M -$147K -2,976 -3%
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