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First Trust Municipal High Income ETF
FMHI

Overview Fund Activity

176 hedge funds and large institutions have $545M invested in First Trust Municipal High Income ETF in 2024 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 84 increasing their positions, 41 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
176
Holders Change
+18
Holders Change %
+11.39%
% of All Funds
2.34%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
34
Increased
84
Reduced
41
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$52.5M
2
LPL Financial
2
LPL Financial
California
$47.5M
3
UBS Group
3
UBS Group
Switzerland
$19.2M
4
Bank of America
4
Bank of America
North Carolina
$32.4M
5
Citigroup
5
Citigroup
New York
$18.7M

Top Sellers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$55.6M
2
AA
2
AJ Advisors
Tennessee
$0
3
PAG
3
Private Advisory Group
Washington
$0
4
Jane Street
4
Jane Street
New York
$2.13M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$7.45M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$55.6M -$17.9M -370,037 -24%
Morgan Stanley
2
Morgan Stanley
New York
$52.5M +$5.22M +108,019 +11%
LPL Financial
3
LPL Financial
California
$47.5M +$4.37M +90,504 +10%
Wells Fargo
4
Wells Fargo
California
$33.8M +$1.95M +40,466 +6%
Bank of America
5
Bank of America
North Carolina
$32.4M +$2.83M +58,620 +10%
UBS Group
6
UBS Group
Switzerland
$19.2M +$3.55M +73,417 +23%
Citigroup
7
Citigroup
New York
$18.7M +$2.76M +57,185 +17%
Raymond James Financial
8
Raymond James Financial
Florida
$17.3M +$17.3M +357,336 New
PWP
9
Principle Wealth Partners
Connecticut
$16.5M -$486K -10,062 -3%
FPGK
10
Financial Partners Group (Kansas)
Kansas
$11.8M +$443K +9,180 +4%
NA
11
NewEdge Advisors
Louisiana
$10.2M +$1.35M +27,997 +15%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$9.21M +$1.06M +22,044 +13%
MWAM
13
Manhattan West Asset Management
California
$8.51M +$432K +8,943 +5%
APWA
14
Atlas Private Wealth Advisors
New Jersey
$8.21M +$505K +10,463 +7%
SW
15
SlateStone Wealth
Florida
$8.01M +$1.19M +24,701 +17%
EFP
16
EnRich Financial Partners
Wisconsin
$7.75M +$996K +20,625 +15%
HighTower Advisors
17
HighTower Advisors
Illinois
$7.45M -$878K -18,173 -11%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$7.07M +$957K +19,814 +16%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$6.69M +$1.56M +32,222 +30%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$5.94M +$819K +16,960 +16%
MAS
21
Meeder Advisory Services
Ohio
$5.01M +$426K +8,819 +9%
CA
22
Crumly & Associates
Illinois
$4.96M -$329K -6,817 -6%
HFS
23
Hughes Financial Services
Virginia
$4.69M +$4.69M +97,019 New
MML Investors Services
24
MML Investors Services
Massachusetts
$4.56M +$109K +2,248 +2%
CWP
25
Cyndeo Wealth Partners
Florida
$4.25M +$94.5K +1,957 +2%
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