Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / FLEXIBL MUN HIGH
-
Total 13F shares
-
367,460
-
Share change
-
-7,264
-
Total reported value
-
$6,217,842
-
Price per share
-
$16.92
-
Number of holders
-
17
-
Value change
-
-$124,711
-
Number of buys
-
6
-
Number of sells
-
9
Institutional Holders of FIRST TR EXCHNG TRADED FD VI - FLEXIBL MUN HIGH (MFLX) as of Q1 2025
As of 31 Mar 2025 FIRST TR EXCHNG TRADED FD VI - FLEXIBL MUN HIGH (MFLX) had 17 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 367,460 shares of stock of the company.
Largest 10 holders included HARBOUR INVESTMENTS, INC., Kestra Advisory Services, LLC, OSAIC HOLDINGS, INC., BlueChip Wealth Advisors LLC, Hedeker Wealth, LLC, ENVESTNET ASSET MANAGEMENT INC, KINGSWOOD WEALTH ADVISORS, LLC, Capital Investment Advisory Services, LLC, Cambridge Investment Research Advisors, Inc., and Ashton Thomas Private Wealth, LLC.
This table shows 17 institutional shareholders of the security as of 31 Mar 2025.
| 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.