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First Trust New York Municipal High Income ETF

12 hedge funds and large institutions have $12M invested in First Trust New York Municipal High Income ETF in 2025 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 4

4% less capital invested

Capital invested by funds: $12.5M → $12M (-$512K)

1.74% less ownership

Funds ownership: 62.52%60.78% (-1.7%)

14% less funds holding

Funds holding: 1412 (-2)

67% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 3

Holders
12
Holders Change
-2
Holders Change %
-14.29%
% of All Funds
0.16%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
5
Reduced
4
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
$4.4M +$47.5K +1,781 +1%
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$2.59M +$473K +17,762 +22%
Osaic Holdings
3
Osaic Holdings
Arizona
$1.05M -$22.1K -828 -2%
First Trust Advisors
4
First Trust Advisors
Illinois
$1.03M -$200K -7,500 -16%
HighTower Advisors
5
HighTower Advisors
Illinois
$853K +$7.83K +294 +0.9%
OAJ
6
Ogorek Anthony Joseph
New York
$464K +$4.26K +160 +0.9%
NGA
7
Naples Global Advisors
Florida
$426K
Jane Street
8
Jane Street
New York
$386K +$391K +14,675 New
OMC
9
Old Mission Capital
Illinois
$363K -$121K -4,532 -25%
PTP
10
Platform Technology Partners
New York
$326K +$46.7K +1,753 +16%
JP Morgan Chase
11
JP Morgan Chase
New York
$62.9K -$91.8K -3,443 -59%
IA
12
IFP Advisors
Florida
$33K
FTUS
13
Flow Traders U.S.
New York
-$422K -15,839 Closed
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
-$260K -9,750 Closed
BFG
15
Bouchey Financial Group
New York
-$202K -7,565 Closed

FMNY Hedge Fund Activity: Q1 2025 in Review

12 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in First Trust New York Municipal High Income ETF (FMNY) for Q1 2025, worth a combined $12M — down 4.1% from $12.5M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of FMNY and 1 opened new positions — a net loss of 2 holders — while 4 trimmed existing stakes and 5 added.

The largest buyer was Hennion & Walsh Asset Management, adding an estimated $473K. The largest seller was Flow Traders U.S., exiting entirely with an estimated $422K sold.

  • 12 institutional investors held First Trust New York Municipal High Income ETF (FMNY) as of Q1 2025, down from 14 in Q4 2024.
  • Funds reported $12M of First Trust New York Municipal High Income ETF stock for Q1 2025, down 4.1% quarter-over-quarter.
  • 1 fund opened new First Trust New York Municipal High Income ETF positions in Q1 2025 and 3 closed out, a net change of -2 holders.
  • The largest First Trust New York Municipal High Income ETF buyer in Q1 2025 was Hennion & Walsh Asset Management, an estimated $473K added.
  • The largest First Trust New York Municipal High Income ETF seller in Q1 2025 was Flow Traders U.S., an estimated $422K sold.

Based on aggregated 13F filings for Q1 2025.