First Trust Exchange-TradedMFLXETF
13F holders, Q1 2024 (March 31)17holders
$16.96avg. 13F price*
At the end of Q1 2024, 17 institutions reported holding First Trust Exchange-Traded (MFLX) in their 13F filings. The largest holders were Harbour Investments, Inc. ($2.8M), Kestra Advisory Services, LLC ($602K) and BlueChip Wealth Advisors LLC ($592K).
- Company
- First Trust Exchange-Traded
- CUSIP
- 33740F508
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $1.4M |
| Exits | 0 | $0 |
Ownership 17 holders
| Harbour Investments, Inc. | 0.10% | Add +8.0% | 165,323 | $2.8M |
| Kestra Advisory Services, LLC | 0.00% | New | 35,500 | $602K |
| BlueChip Wealth Advisors LLC | 0.38% | Add +1.8% | 34,881 | $592K |
| Simplicity Wealth,LLC | 0.01% | New | 29,000 | $492K |
| Hedeker Wealth, LLC | 0.11% | Reduce -3.7% | 23,017 | $390K |
| Capital Investment Advisory Services, LLC | 0.04% | Reduce -10.8% | 22,723 | $385K |
| Benjamin F. Edwards & Company, Inc. | 0.01% | Add +6.5% | 21,051 | $357K |
| Osaic Holdings, Inc. | 0.00% | Reduce -42.3% | 19,056 | $323K |
| Independent Financial Group, LLC | 0.01% | No change | 18,500 | $314K |
| Susquehanna International Group, LLP | 0.00% | New | 15,604 | $265K |
| Envestnet Asset Management Inc. | 0.00% | Add +0.3% | 14,478 | $246K |
| International Assets Investment Management, LLC | 0.02% | No change | 12,355 | $210K |
| Capital Analysts, LLC | 0.00% | No change | 3,743 | $63K |
| Royal Bank of Canada | 0.00% | Reduce -31.8% | 1,500 | $25K |
| UBS Group AG | 0.00% | Add +580.0% | 170 | $3K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 10 | $170 |
| Morgan Stanley | 0.00% | Reduce -100.0% | 2 | $38 |
"% of holder's portfolio" is MFLX's weight in each manager's 13F, not the share of First Trust Exchange-Traded the manager owns.