Q2 2024 13F Holders as of 30 Jun 2024
-
Type / Class
-
Equity / FLEXIBL MUN HIGH
-
Number of holders
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16
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Total 13F shares, excl. options
-
401,790
-
Shares change
-
+3,377
-
Total reported value, excl. options
-
$6,828,757
-
Value change
-
+$58,562
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Number of buys
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5
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Number of sells
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-8
-
Price
-
$17
Significant Holders of FIRST TR EXCHNG TRADED FD VI - FLEXIBL MUN HIGH (MFLX) as of Q2 2024
18 filings reported holding MFLX - FIRST TR EXCHNG TRADED FD VI - FLEXIBL MUN HIGH as of Q2 2024.
FIRST TR EXCHNG TRADED FD VI - FLEXIBL MUN HIGH (MFLX) has 16 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 401,790 shares
.
Largest 10 shareholders include HARBOUR INVESTMENTS, INC. (151,187 shares), Kestra Advisory Services, LLC (35,500 shares), SUSQUEHANNA INTERNATIONAL GROUP, LLP (33,017 shares), BlueChip Wealth Advisors LLC (32,381 shares), Hedeker Wealth, LLC (22,026 shares), Cambridge Investment Research Advisors, Inc. (21,526 shares), Capital Investment Advisory Services, LLC (20,732 shares), ENVESTNET ASSET MANAGEMENT INC (20,662 shares), BENJAMIN F. EDWARDS & COMPANY, INC. (20,471 shares), and OSAIC HOLDINGS, INC. (14,948 shares).
This table shows the top 16 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.