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First Trust New York Municipal High Income ETF

13 hedge funds and large institutions have $12.1M invested in First Trust New York Municipal High Income ETF in 2024 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 2 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 2

1% more capital invested

Capital invested by funds: $12.1M → $12.1M (+$61.9K)

0.95% less ownership

Funds ownership: 64.4%63.45% (-0.95%)

7% less funds holding

Funds holding: 1413 (-1)

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

Holders
13
Holders Change
-1
Holders Change %
-7.14%
% of All Funds
0.19%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
6
Reduced
2
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFG
1
Magnus Financial Group
New York
$4.42M +$17.1K +631 +0.4%
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$1.99M +$643K +23,737 +48%
First Trust Advisors
3
First Trust Advisors
Illinois
$1.48M -$190K -7,000 -11%
Osaic Holdings
4
Osaic Holdings
Arizona
$1M +$1.84K +68 +0.2%
HighTower Advisors
5
HighTower Advisors
Illinois
$871K +$7.58K +280 +0.9%
SFG
6
Socha Financial Group
New York
$775K -$10.6K -393 -1%
OAJ
7
Ogorek Anthony Joseph
New York
$474K +$4.12K +152 +0.9%
NGA
8
Naples Global Advisors
Florida
$443K +$439K +16,200 New
PTP
9
Platform Technology Partners
New York
$291K
BFG
10
Bouchey Financial Group
New York
$212K
JP Morgan Chase
11
JP Morgan Chase
New York
$141K +$90.1K +3,328 +182%
IA
12
IFP Advisors
Florida
$34.3K +$34K +1,255 New
Morgan Stanley
13
Morgan Stanley
New York
$28
Jane Street
14
Jane Street
New York
-$940K -35,103 Closed
Corient Private Wealth
15
Corient Private Wealth
Florida
-$200K -7,476 Closed
UBS Group
16
UBS Group
Switzerland
-$63.3K -2,361 Closed

FMNY Hedge Fund Activity: Q3 2024 in Review

13 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in First Trust New York Municipal High Income ETF (FMNY) for Q3 2024, worth a combined $12.1M — up 0.51% from $12.1M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of FMNY and 2 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 6 added.

The largest buyer was Hennion & Walsh Asset Management, adding an estimated $643K. The largest seller was Jane Street, exiting entirely with an estimated $940K sold.

  • 13 institutional investors held First Trust New York Municipal High Income ETF (FMNY) as of Q3 2024, down from 14 in Q2 2024.
  • Funds reported $12.1M of First Trust New York Municipal High Income ETF stock for Q3 2024, up 0.51% quarter-over-quarter.
  • 2 funds opened new First Trust New York Municipal High Income ETF positions in Q3 2024 and 3 closed out, a net change of -1 holder.
  • The largest First Trust New York Municipal High Income ETF buyer in Q3 2024 was Hennion & Walsh Asset Management, an estimated $643K added.
  • The largest First Trust New York Municipal High Income ETF seller in Q3 2024 was Jane Street, an estimated $940K sold.

Based on aggregated 13F filings for Q3 2024.