Q4 2023 13F Holders as of 31 Dec 2023
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Type / Class
-
Equity / FLEXIBL MUN HIGH
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Number of holders
-
13
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Total 13F shares, excl. options
-
330,721
-
Shares change
-
+116,583
-
Total reported value, excl. options
-
$5,642,577
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Value change
-
+$2,034,304
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Number of buys
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3
-
Number of sells
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6
-
Price
-
$17.06
Institutional Holders of FIRST TR EXCHNG TRADED FD VI - FLEXIBL MUN HIGH (MFLX) as of Q4 2023
As of 31 Dec 2023 FIRST TR EXCHNG TRADED FD VI - FLEXIBL MUN HIGH (MFLX) had 16 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 330,721 shares of stock of the company.
Largest 10 holders included HARBOUR INVESTMENTS, INC., BlueChip Wealth Advisors LLC, OSAIC HOLDINGS, INC., Capital Investment Advisory Services, LLC, Hedeker Wealth, LLC, BENJAMIN F. EDWARDS & COMPANY, INC., ENVESTNET ASSET MANAGEMENT INC, INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC, MORGAN STANLEY, and Capital Analysts, LLC.
This table shows 16 institutional shareholders of the security as of 31 Dec 2023.
| 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.