Q3 2021 13F Holders as of 30 Sep 2021
-
Type / Class
-
Equity / FLEXIBL MUN HIGH
-
Number of holders
-
20
-
Total 13F shares, excl. options
-
361,726
-
Shares change
-
+151,921
-
Total reported value, excl. options
-
$7,533,128
-
Value change
-
+$3,157,942
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Number of buys
-
10
-
Number of sells
-
-6
-
Price
-
$20.83
Significant Holders of FIRST TR EXCHNG TRADED FD VI - FLEXIBL MUN HIGH (MFLX) as of Q3 2021
22 filings reported holding MFLX - FIRST TR EXCHNG TRADED FD VI - FLEXIBL MUN HIGH as of Q3 2021.
FIRST TR EXCHNG TRADED FD VI - FLEXIBL MUN HIGH (MFLX) has 20 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 361,726 shares
.
Largest 10 shareholders include Howard Capital Management Inc. (85,684 shares), ADVISOR GROUP HOLDINGS, INC. (75,146 shares), Cambridge Investment Research Advisors, Inc. (35,162 shares), Hedeker Wealth, LLC (22,481 shares), QP WEALTH MANAGEMENT, LLC (20,000 shares), Capital Investment Advisory Services, LLC (16,270 shares), OLD MISSION CAPITAL LLC (14,209 shares), CITADEL ADVISORS LLC (13,975 shares), COMMONWEALTH EQUITY SERVICES, LLC (13,159 shares), and IFP Advisors, Inc (12,857 shares).
This table shows the top 20 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.