Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / FLEXIBL MUN HIGH
-
Number of holders
-
18
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Total 13F shares, excl. options
-
374,726
-
Shares change
-
-3,606
-
Total reported value, excl. options
-
$6,385,467
-
Value change
-
-$75,045
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Number of buys
-
8
-
Number of sells
-
-6
-
Price
-
$17.04
Significant Holders of FIRST TR EXCHNG TRADED FD VI - FLEXIBL MUN HIGH (MFLX) as of Q4 2024
19 filings reported holding MFLX - FIRST TR EXCHNG TRADED FD VI - FLEXIBL MUN HIGH as of Q4 2024.
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 374,726 shares
.
Largest 10 shareholders include HARBOUR INVESTMENTS, INC. (115,174 shares), Kestra Advisory Services, LLC (44,624 shares), BlueChip Wealth Advisors LLC (32,381 shares), BENJAMIN EDWARDS INC (24,245 shares), Hedeker Wealth, LLC (22,301 shares), KINGSWOOD WEALTH ADVISORS, LLC (21,287 shares), Cambridge Investment Research Advisors, Inc. (20,866 shares), ENVESTNET ASSET MANAGEMENT INC (20,544 shares), Capital Investment Advisory Services, LLC (20,202 shares), and OSAIC HOLDINGS, INC. (17,088 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.