Q2 2023 13F Holders as of 30 Jun 2023
-
Type / Class
-
Equity / FLEXIBL MUN HIGH
-
Number of holders
-
12
-
Total 13F shares, excl. options
-
153,496
-
Shares change
-
-14,398
-
Total reported value, excl. options
-
$2,538,639
-
Value change
-
-$238,775
-
Number of buys
-
6
-
Number of sells
-
-8
-
Price
-
$16.54
Significant Holders of FIRST TR EXCHNG TRADED FD VI - FLEXIBL MUN HIGH (MFLX) as of Q2 2023
18 filings reported holding MFLX - FIRST TR EXCHNG TRADED FD VI - FLEXIBL MUN HIGH as of Q2 2023.
FIRST TR EXCHNG TRADED FD VI - FLEXIBL MUN HIGH (MFLX) has 12 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 153,496 shares
.
Largest 10 shareholders include OSAIC HOLDINGS, INC. (38,794 shares), Hedeker Wealth, LLC (35,544 shares), Capital Investment Advisory Services, LLC (26,220 shares), BENJAMIN F. EDWARDS & COMPANY, INC. (20,232 shares), ENVESTNET ASSET MANAGEMENT INC (12,231 shares), SUSQUEHANNA INTERNATIONAL GROUP, LLP (12,184 shares), Capital Analysts, LLC (3,007 shares), IFP Advisors, Inc (2,629 shares), Royal Bank of Canada (2,200 shares), and UBS Group AG (381 shares).
This table shows the top 12 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.