Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / FLEXIBL MUN HIGH
-
Total 13F shares
-
322,221
-
Share change
-
+116,583
-
Total reported value
-
$5,497,567
-
Price per share
-
$17.06
-
Number of holders
-
12
-
Value change
-
+$2,034,298
-
Number of buys
-
3
-
Number of sells
-
6
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) was held by
12 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
322,221 shares.
The 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 page lists
13
institutional shareholders reporting positions in this security
for the Q4 2023 filing period.
| 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.