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First Trust Municipal High Income ETF

178 hedge funds and large institutions have $651M invested in First Trust Municipal High Income ETF in 2025 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 81 increasing their positions, 50 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 8

62% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 50

11% more capital invested

Capital invested by funds: $589M → $651M (+$61.9M)

7% more funds holding

Funds holding: 166178 (+12)

1.16% less ownership

Funds ownership: 75.81%74.65% (-1.2%)

Holders
178
Holders Change
+12
Holders Change %
+7.23%
% of All Funds
2.16%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
81
Reduced
50
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$77M +$2.48M +51,738 +3%
Morgan Stanley
2
Morgan Stanley
New York
$63.4M +$5.62M +117,314 +10%
LPL Financial
3
LPL Financial
California
$56M +$6.21M +129,684 +12%
Wells Fargo
4
Wells Fargo
California
$54.9M +$7.41M +154,624 +16%
Bank of America
5
Bank of America
North Carolina
$31M +$13.5M +281,753 +77%
MAS
6
Meeder Advisory Services
Ohio
$23.4M +$1.85M +38,690 +9%
Citigroup
7
Citigroup
New York
$19.7M -$644K -13,430 -3%
UBS Group
8
UBS Group
Switzerland
$15.6M +$1.46M +30,404 +10%
Raymond James Financial
9
Raymond James Financial
Florida
$14.7M +$4.44M +92,567 +43%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$13.3M +$1.59M +33,152 +14%
SW
11
SlateStone Wealth
Florida
$12.9M +$1.19M +24,889 +10%
NA
12
NewEdge Advisors
Louisiana
$12.1M +$1.66M +34,571 +16%
PWP
13
Principle Wealth Partners
Connecticut
$11M -$2.74M -57,225 -20%
FPGK
14
Financial Partners Group (Kansas)
Kansas
$10.9M +$1.38M +28,880 +15%
MWAM
15
Manhattan West Asset Management
California
$10.2M -$113K -2,359 -1%
JP Morgan Chase
16
JP Morgan Chase
New York
$8.96M +$3.17M +66,203 +55%
Osaic Holdings
17
Osaic Holdings
Arizona
$8.7M +$1.26M +26,291 +17%
EFP
18
EnRich Financial Partners
Wisconsin
$8.48M +$89.7K +1,871 +1%
ATS
19
Ashton Thomas Securities
New York
$6.56M -$190K -3,967 -3%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$6.42M -$1.23M -25,769 -16%
HighTower Advisors
21
HighTower Advisors
Illinois
$6.19M +$387K +8,073 +7%
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$6.15M +$151K +3,153 +3%
VT
23
Vise Technologies
New York
$5.6M +$3.33M +69,545 +147%
OPAM
24
Ocean Park Asset Management
California
$5.57M
MML Investors Services
25
MML Investors Services
Massachusetts
$5.42M +$557K +11,629 +11%