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First Trust Municipal High Income ETF

172 hedge funds and large institutions have $558M invested in First Trust Municipal High Income ETF in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 53 increasing their positions, 73 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
172
Holders Change
+3
Holders Change %
+1.78%
% of All Funds
2.31%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
53
Reduced
73
Closed
16
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
$68.7M +$7.73M +165,191 +13%
Morgan Stanley
2
Morgan Stanley
New York
$53.3M -$7.06M -151,164 -12%
LPL Financial
3
LPL Financial
California
$42.8M -$2.84M -60,878 -6%
Wells Fargo
4
Wells Fargo
California
$38.7M +$2.63M +56,275 +7%
Citigroup
5
Citigroup
New York
$18.6M +$666K +14,264 +4%
MAS
6
Meeder Advisory Services
Ohio
$18.5M +$13.1M +279,716 +241%
Bank of America
7
Bank of America
North Carolina
$18.3M -$15M -321,733 -45%
UBS Group
8
UBS Group
Switzerland
$17.5M -$1.37M -29,398 -7%
PWP
9
Principle Wealth Partners
Connecticut
$13.8M -$1M -21,499 -7%
NA
10
NewEdge Advisors
Louisiana
$12.7M +$1.54M +32,887 +14%
SW
11
SlateStone Wealth
Florida
$12M +$1.16M +24,795 +11%
Raymond James Financial
12
Raymond James Financial
Florida
$10.7M -$242K -5,178 -2%
OPAM
13
Ocean Park Asset Management
California
$9.97M
MWAM
14
Manhattan West Asset Management
California
$9.62M +$606K +12,973 +7%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$9.47M -$53.3K -1,141 -0.6%
FPGK
16
Financial Partners Group (Kansas)
Kansas
$8.5M -$3.23M -69,087 -28%
EFP
17
EnRich Financial Partners
Wisconsin
$7.85M +$128K +2,735 +2%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$7.78M +$1.26M +27,081 +19%
APWA
19
Atlas Private Wealth Advisors
New Jersey
$6.4M -$423K -9,050 -6%
Jane Street
20
Jane Street
New York
$6.12M +$5.5M +117,782 +889%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$5.82M -$82.3K -1,762 -1%
MML Investors Services
22
MML Investors Services
Massachusetts
$4.75M +$66K +1,414 +1%
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$4.46M +$804K +17,218 +22%
CWP
24
Cyndeo Wealth Partners
Florida
$4.45M
HighTower Advisors
25
HighTower Advisors
Illinois
$4.41M -$4.54M -97,209 -51%