Skip to content

MFLX FIRST TR EXCHNG TRADED FD VI

Follow

FLEXIBL MUN HIGH (fund)

20 managers (20 13F filers) reported a position in MFLX shares at 2024-12-31, 393,226 shares in all. 4 filers opened a position and 1 filer sold out during the quarter.

Managers
20
13F filers
20
New
4
Added
5
Reduced
5
Sold out
1
Shares held by filers
393,226

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
HARBOUR INVESTMENTS, INC.115,174$1.96M0.06%-28,02013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC44,624$760K<0.01%+9,12413F-HRTimelineGroup
BlueChip Wealth Advisors LLC32,381$552K0.31%013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC24,245$413K0.01%+42813F-HRTimelineGroup
Hedeker Wealth, LLC22,301$380K0.09%+27513F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC21,287$363K0.03%new13F-HRTimeline
Cambridge Investment Research Advisors,…20,866$356K<0.01%-40213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC20,544$350K<0.01%-11813F-HRTimelineGroup
Capital Investment Advisory Services, L…20,202$344K0.03%-54013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC18,500$315K0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.17,088$291K<0.01%+21613F-HR/ATimelineGroup
Ashton Thomas Private Wealth, LLC14,848$253K0.01%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…10,967$187K0.02%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC5,190$88K<0.01%013F-HRTimelineGroup
ORG Partners LLC2,500$42.6K0.01%-1,10013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,500$26K<0.01%013F-HRTimelineGroup
UBS Group AGin group UBS Group AG997$17K<0.01%new13F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.10$171<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2$41<0.01%+113F-HR/ATimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.