Q4 2021 13F Holders as of 31 Dec 2021
-
Type / Class
-
Equity / FLEXIBL MUN HIGH
-
Number of holders
-
18
-
Total 13F shares, excl. options
-
324,964
-
Shares change
-
-29,994
-
Total reported value, excl. options
-
$6,868,803
-
Value change
-
-$623,963
-
Number of buys
-
5
-
Number of sells
-
-9
-
Price
-
$21.14
Significant Holders of FIRST TR EXCHNG TRADED FD VI - FLEXIBL MUN HIGH (MFLX) as of Q4 2021
21 filings reported holding MFLX - FIRST TR EXCHNG TRADED FD VI - FLEXIBL MUN HIGH as of Q4 2021.
FIRST TR EXCHNG TRADED FD VI - FLEXIBL MUN HIGH (MFLX) has 18 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 324,964 shares
.
Largest 10 shareholders include Howard Capital Management Inc. (87,529 shares), ADVISOR GROUP HOLDINGS, INC. (68,310 shares), Cambridge Investment Research Advisors, Inc. (37,991 shares), Hedeker Wealth, LLC (33,608 shares), QP WEALTH MANAGEMENT, LLC (19,200 shares), Capital Investment Advisory Services, LLC (16,395 shares), COMMONWEALTH EQUITY SERVICES, LLC (13,159 shares), IFP Advisors, Inc (12,303 shares), OLD MISSION CAPITAL LLC (11,809 shares), and Shore Point Advisors, LLC (5,899 shares).
This table shows the top 18 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.