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First Trust Municipal High Income ETF
FMHI

Overview Fund Activity

169 hedge funds and large institutions have $576M invested in First Trust Municipal High Income ETF in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 70 increasing their positions, 61 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
169
Holders Change
-7
Holders Change %
-3.98%
% of All Funds
2.3%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
10
Increased
70
Reduced
61
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OPAM
Ocean Park Asset Management
California
$9.97M
2
Morgan Stanley
Morgan Stanley
New York
$61.8M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$62.3M
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
$6.04M
5
Wells Fargo
Wells Fargo
California
$36.9M

Top Sellers

1
Raymond James Financial
Raymond James Financial
Florida
$11.2M
2
RA
RFG Advisory
Alabama
$351K
3
Jane Street
Jane Street
New York
$634K
4
PWP
Principle Wealth Partners
Connecticut
$15.2M
5
PSCM
Per Stirling Capital Management
Texas
$288K
Name Holding Trade Value Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$62.3M +$7.26M +151,935 +13%
Morgan Stanley
2
Morgan Stanley
New York
$61.8M +$9.82M +205,513 +19%
LPL Financial
3
LPL Financial
California
$46.8M -$292K -6,100 -0.6%
Wells Fargo
4
Wells Fargo
California
$36.9M +$3.46M +72,304 +10%
Bank of America
5
Bank of America
North Carolina
$34.2M +$2.04M +42,597 +6%
UBS Group
6
UBS Group
Switzerland
$19.3M +$238K +4,970 +1%
Citigroup
7
Citigroup
New York
$18.3M -$141K -2,940 -0.8%
PWP
8
Principle Wealth Partners
Connecticut
$15.2M -$1.17M -24,389 -7%
FPGK
9
Financial Partners Group (Kansas)
Kansas
$12M +$301K +6,286 +3%
NA
10
NewEdge Advisors
Louisiana
$11.4M +$1.31M +27,389 +13%
Raymond James Financial
11
Raymond James Financial
Florida
$11.2M -$5.9M -123,512 -35%
SW
12
SlateStone Wealth
Florida
$11.1M +$3.21M +67,175 +40%
OPAM
13
Ocean Park Asset Management
California
$9.97M +$9.97M +208,500 New
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$9.74M +$626K +13,093 +7%
MWAM
15
Manhattan West Asset Management
California
$9.23M +$810K +16,940 +10%
HighTower Advisors
16
HighTower Advisors
Illinois
$9.17M +$1.79M +37,524 +24%
EFP
17
EnRich Financial Partners
Wisconsin
$7.91M +$234K +4,901 +3%
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$7.01M +$395K +8,255 +6%
APWA
19
Atlas Private Wealth Advisors
New Jersey
$6.98M -$1.14M -23,889 -14%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$6.67M -$333K -6,969 -5%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$6.41M +$532K +11,138 +9%
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$6.04M +$5.29M +110,597 +702%
MAS
23
Meeder Advisory Services
Ohio
$5.56M +$596K +12,472 +12%
Osaic Holdings
24
Osaic Holdings
Arizona
$5.02M +$2.03M +42,455 +68%
MML Investors Services
25
MML Investors Services
Massachusetts
$4.79M +$274K +5,726 +6%
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