Q4 2022 13F Holders as of 31 Dec 2022
-
Type / Class
-
Equity / FLEXIBL MUN HIGH
-
Number of holders
-
13
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Total 13F shares, excl. options
-
95,360
-
Shares change
-
-56,725
-
Total reported value, excl. options
-
$1,564,999
-
Value change
-
-$882,971
-
Number of buys
-
6
-
Number of sells
-
-6
-
Price
-
$16.26
Significant Holders of FIRST TR EXCHNG TRADED FD VI - FLEXIBL MUN HIGH (MFLX) as of Q4 2022
16 filings reported holding MFLX - FIRST TR EXCHNG TRADED FD VI - FLEXIBL MUN HIGH as of Q4 2022.
FIRST TR EXCHNG TRADED FD VI - FLEXIBL MUN HIGH (MFLX) has 13 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 95,360 shares
.
Largest 10 shareholders include Capital Investment Advisory Services, LLC (26,235 shares), ADVISOR GROUP HOLDINGS, INC. (19,882 shares), BENJAMIN F. EDWARDS & COMPANY, INC. (13,941 shares), OLD MISSION CAPITAL LLC (11,609 shares), IFP Advisors, Inc (8,670 shares), HARBOUR INVESTMENTS, INC. (6,947 shares), US BANCORP \DE\ (3,486 shares), Royal Bank of Canada (2,200 shares), UBS Group AG (1,135 shares), and Belpointe Asset Management LLC (556 shares).
This table shows the top 13 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.