First Trust Exchange-TradedMFLXETF
13F holders, Q3 2024 (September 30)16holders −1
3new positions
3sold out
$17.46avg. 13F price*
At the end of Q3 2024, 16 institutions reported holding First Trust Exchange-Traded (MFLX) in their 13F filings, down 1 from Q2 2024. 3 opened new positions and 3 sold out. The largest holders were Harbour Investments, Inc. ($2.5M), Kestra Advisory Services, LLC ($620K) and BlueChip Wealth Advisors LLC ($565K).
- Company
- First Trust Exchange-Traded
- CUSIP
- 33740F508
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $479K |
| Exits | 3 | $409K |
All 13F filers, Q2 2024 → Q3 2024: 30,799 shares bought and 33,787 shares sold, net −2,988 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 16 holders
| Harbour Investments, Inc. | 0.08% | Reduce -5.3% | 143,194 | $2.5M |
| Kestra Advisory Services, LLC | 0.00% | No change | 35,500 | $620K |
| BlueChip Wealth Advisors LLC | 0.30% | No change | 32,381 | $565K |
| Susquehanna International Group, LLP | 0.00% | Reduce -4.4% | 31,568 | $551K |
| Benjamin Edwards Inc. | 0.01% | New | 23,817 | $416K |
| Hedeker Wealth, LLC | 0.10% | No change | 22,026 | $385K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -1.2% | 21,268 | $371K |
| Capital Investment Advisory Services, LLC | 0.03% | Add +0.1% | 20,742 | $362K |
| Envestnet Asset Management Inc. | 0.00% | No change | 20,662 | $361K |
| Independent Financial Group, LLC | 0.01% | No change | 18,500 | $323K |
| Osaic Holdings, Inc. | 0.00% | Add +12.9% | 16,872 | $295K |
| Capital Analysts, LLC | 0.00% | Add +38.7% | 5,190 | $91K |
| ORG Partners LLC | 0.01% | New | 3,600 | $63K |
| Royal Bank of Canada | 0.00% | No change | 1,500 | $26K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 10 | $175 |
| Morgan Stanley | 0.00% | New | 1 | $31 |
"% of holder's portfolio" is MFLX's weight in each manager's 13F, not the share of First Trust Exchange-Traded the manager owns.