MFLX Institutional Ownership
First Trust Flexible Municipal High Income ETF
1W: -0.9%
1M: -4.6%
3M: -8.8%
YTD: -6.1%
1Y: -5.1%
3Y: +8.4%
5Y: -11.2%
$15.88
-0.07 (-0.47%)
Weekly Expected Move ±1.5%
$15
$16
$16
$16
$16
Overview
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Holdings
Changes
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Analysis
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Short Interest
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Institutional Ownership — MFLX
25
Institutional Holders
-1 vs prior quarter
0.0%
Ownership
+0.00pp
9M
Total Invested
2
New Positions
7
Increased
11
Reduced
2
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (27 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | HARBOUR INVESTMENTS, INC. | 90,569 | 1M | -9,860 | -9.8% | 11Q | SEC ↗ |
| 2 | ENVESTNET ASSET MANAGEMENT INC | 56,673 | 900K | +9,099 | +19.1% | 13Q | SEC ↗ |
| 3 | OSAIC HOLDINGS, INC. | 55,950 | 889K | +7,073 | +14.5% | 26Q | SEC ↗ |
| 4 | Kestra Advisory Services, LLC | 48,171 | 765K | +2,011 | +4.4% | 10Q | SEC ↗ |
| 5 | Cetera Investment Advisers | 34,567 | 549K | -7,162 | -17.2% | 6Q | SEC ↗ |
| 6 | KINGSWOOD WEALTH ADVISORS, LLC | 28,833 | 458K | -1,500 | -4.9% | 7Q | SEC ↗ |
| 7 | BlueChip Wealth Advisors LLC | 27,881 | 443K | +4,000 | +16.7% | 11Q | SEC ↗ |
| 8 | Hedeker Wealth, LLC | 25,202 | 400K | +1,554 | +6.6% | 14Q | SEC ↗ |
| 9 | Pinnacle Financial Partners, Inc. | 23,254 | 369K | +9,017 | +63.3% | 2Q | SEC ↗ |
| 10 | INDEPENDENT FINANCIAL GROUP, LLC | 18,000 | 286K | — | +0.0% | 11Q | SEC ↗ |
| 11 | BDFS Capital LLC | 17,523 | 278K | — | +0.0% | 3Q | SEC ↗ |
| 12 | RFG Advisory, LLC | 15,748 | 250K | — | +0.0% | 5Q | SEC ↗ |
| 13 | Cambridge Investment Research Advisors | 12,690 | 202K | -2,456 | -16.2% | 9Q | SEC ↗ |
| 14 | Beacon Pointe Advisors, LLC | 12,325 | 196K | -993 | -7.5% | 5Q | SEC ↗ |
| 15 | BENJAMIN EDWARDS INC | 12,193 | 194K | -7,522 | -38.2% | 8Q | SEC ↗ |
| 16 | Clear Creek Financial Management, LLC NEW | 12,000 | 191K | — | +0.0% | 1Q | SEC ↗ |
| 17 | Capital Investment Advisory Services, | 11,933 | 190K | +13 | +0.1% | 29Q | SEC ↗ |
| 18 | Ashton Thomas Private Wealth, LLC | 8,718 | 138K | -1,468 | -14.4% | 7Q | SEC ↗ |
| 19 | US BANCORP \DE | 8,644 | 137K | — | +0.0% | 5Q | SEC ↗ |
| 20 | Capital Analysts, LLC | 4,867 | 77K | -3,007 | -38.2% | 13Q | SEC ↗ |
| 21 | INTERNATIONAL ASSETS INVESTMENT MANAGE NEW | 3,067 | 49K | — | +0.0% | 1Q | SEC ↗ |
| 22 | DHJJ Financial Advisors, Ltd. | 10 | 0K | — | +0.0% | 12Q | SEC ↗ |
| 23 | MORGAN STANLEY | 1 | 0K | -1 | -50.0% | 8Q | SEC ↗ |
| 24 | UBS Group AG | 0 | 0K | -148 | -100.0% | 2Q | SEC ↗ |
| 25 | SHP Wealth Management | 0 | 0K | -1,312 | -100.0% | 1Q | SEC ↗ |
| 26 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0 | 0K | -37,404 | -100.0% | 3Q | SEC ↗ |
| 27 | GOLDMAN SACHS GROUP INC | 0 | 0K | -12,000 | -100.0% | 2Q | SEC ↗ |
Recent Activity
New Positions (2)
| Holder | Shares | Value |
|---|---|---|
| Clear Creek Financial Management, L | 12,000 | 191K |
| INTERNATIONAL ASSETS INVESTMENT MAN | 3,067 | 49K |
Sold Out (4)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 37,404 | 594K |
| GOLDMAN SACHS GROUP INC | 12,000 | 191K |
| SHP Wealth Management | 1,312 | 21K |
| UBS Group AG | 148 | 2K |
Biggest Increases (7)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | +9,099 | +19.1% | 56,673 |
| Pinnacle Financial Partners, Inc. | +9,017 | +63.3% | 23,254 |
| OSAIC HOLDINGS, INC. | +7,073 | +14.5% | 55,950 |
| BlueChip Wealth Advisors LLC | +4,000 | +16.7% | 27,881 |
| Kestra Advisory Services, LLC | +2,011 | +4.4% | 48,171 |
| Hedeker Wealth, LLC | +1,554 | +6.6% | 25,202 |
| Capital Investment Advisory Service | +13 | +0.1% | 11,933 |
Biggest Decreases (9)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| HARBOUR INVESTMENTS, INC. | -9,860 | -9.8% | 90,569 |
| BENJAMIN EDWARDS INC | -7,522 | -38.2% | 12,193 |
| Cetera Investment Advisers | -7,162 | -17.2% | 34,567 |
| Capital Analysts, LLC | -3,007 | -38.2% | 4,867 |
| Cambridge Investment Research Advis | -2,456 | -16.2% | 12,690 |
| KINGSWOOD WEALTH ADVISORS, LLC | -1,500 | -4.9% | 28,833 |
| Ashton Thomas Private Wealth, LLC | -1,468 | -14.4% | 8,718 |
| Beacon Pointe Advisors, LLC | -993 | -7.5% | 12,325 |
| MORGAN STANLEY | -1 | -50.0% | 1 |