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First Trust Municipal High Income ETF

180 hedge funds and large institutions have $658M invested in First Trust Municipal High Income ETF in 2026 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 77 increasing their positions, 54 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 13

43% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 54

1% more funds holding

Funds holding: 178180 (+2)

1% more capital invested

Capital invested by funds: $651M → $658M (+$7.04M)

3.92% less ownership

Funds ownership: 74.65%70.73% (-3.9%)

Holders
180
Holders Change
+2
Holders Change %
+1.12%
% of All Funds
2.22%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
77
Reduced
54
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$67.3M +$4.54M +94,418 +7%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$63.6M -$13.2M -273,657 -17%
Wells Fargo
3
Wells Fargo
California
$52.8M -$1.73M -35,901 -3%
LPL Financial
4
LPL Financial
California
$52.3M -$3.24M -67,410 -6%
Bank of America
5
Bank of America
North Carolina
$38M +$7.37M +153,170 +24%
MAS
6
Meeder Advisory Services
Ohio
$25.8M +$2.59M +53,886 +11%
Citigroup
7
Citigroup
New York
$18.7M -$811K -16,866 -4%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$17.1M +$3.91M +81,197 +29%
SW
9
SlateStone Wealth
Florida
$16.4M +$3.68M +76,474 +28%
UBS Group
10
UBS Group
Switzerland
$15.8M +$367K +7,622 +2%
Raymond James Financial
11
Raymond James Financial
Florida
$14.8M +$154K +3,205 +1%
NA
12
NewEdge Advisors
Louisiana
$12.8M +$793K +16,490 +7%
FPGK
13
Financial Partners Group (Kansas)
Kansas
$11.3M +$517K +10,753 +5%
MWAM
14
Manhattan West Asset Management
California
$10.8M +$759K +15,780 +7%
PWP
15
Principle Wealth Partners
Connecticut
$10.7M -$257K -5,337 -2%
Osaic Holdings
16
Osaic Holdings
Arizona
$9.57M +$957K +19,890 +11%
JP Morgan Chase
17
JP Morgan Chase
New York
$9M +$139K +2,893 +2%
EFP
18
EnRich Financial Partners
Wisconsin
$8.51M +$104K +2,159 +1%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$8.14M +$2.98M +61,868 +57%
ATS
20
Ashton Thomas Securities
New York
$6.96M +$453K +9,422 +7%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$6.59M +$500K +10,401 +8%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$6.44M +$79.1K +1,644 +1%
HighTower Advisors
23
HighTower Advisors
Illinois
$6.19M +$53.4K +1,109 +0.9%
VT
24
Vise Technologies
New York
$5.6M
Goldman Sachs
25
Goldman Sachs
New York
$5.56M +$4.74M +98,540 +537%