First Trust Exchange-TradedMFLXETF
13F holders, Q4 2024 (December 31)19holders +3
4new positions
1sold out
$17.04avg. 13F price*
At the end of Q4 2024, 19 institutions reported holding First Trust Exchange-Traded (MFLX) in their 13F filings, up 3 from Q3 2024. 4 opened new positions and 1 sold out. The largest holders were Harbour Investments, Inc. ($2.0M), Kestra Advisory Services, LLC ($760K) and BlueChip Wealth Advisors LLC ($552K).
- Company
- First Trust Exchange-Traded
- CUSIP
- 33740F508
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $819K |
| Exits | 1 | $551K |
All 13F filers, Q3 2024 → Q4 2024: 58,143 shares bought and 61,748 shares sold, net −3,605 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 19 holders
| Harbour Investments, Inc. | 0.06% | Reduce -19.6% | 115,174 | $2.0M |
| Kestra Advisory Services, LLC | 0.00% | Add +25.7% | 44,624 | $760K |
| BlueChip Wealth Advisors LLC | 0.31% | No change | 32,381 | $552K |
| Benjamin Edwards Inc. | 0.01% | Add +1.8% | 24,245 | $413K |
| Hedeker Wealth, LLC | 0.09% | Add +1.3% | 22,301 | $380K |
| Kingswood Wealth Advisors, LLC | 0.03% | New | 21,287 | $363K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -1.9% | 20,866 | $356K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -0.6% | 20,544 | $350K |
| Capital Investment Advisory Services, LLC | 0.03% | Reduce -2.6% | 20,202 | $344K |
| Independent Financial Group, LLC | 0.01% | No change | 18,500 | $315K |
| Osaic Holdings, Inc. | 0.00% | Add +1.3% | 17,088 | $291K |
| Ashton Thomas Private Wealth, LLC | 0.01% | New | 14,848 | $253K |
| International Assets Investment Management, LLC | 0.02% | New | 10,967 | $187K |
| Capital Analysts, LLC | 0.00% | No change | 5,190 | $88K |
| ORG Partners LLC | 0.01% | Reduce -30.6% | 2,500 | $43K |
| Royal Bank of Canada | 0.00% | No change | 1,500 | $26K |
| UBS Group AG | 0.00% | New | 997 | $17K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 10 | $171 |
| Morgan Stanley | 0.00% | Add +100.0% | 2 | $41 |
"% of holder's portfolio" is MFLX's weight in each manager's 13F, not the share of First Trust Exchange-Traded the manager owns.