First Trust Exchange-TradedMFLXETF
13F holders, Q2 2025 (June 30)23holders +4
6new positions
2sold out
$16.57avg. 13F price*
At the end of Q2 2025, 23 institutions reported holding First Trust Exchange-Traded (MFLX) in their 13F filings, up 4 from Q1 2025. 6 opened new positions and 2 sold out. The largest holders were Harbour Investments, Inc. ($1.6M), Kestra Advisory Services, LLC ($739K) and Osaic Holdings, Inc. ($678K).
- Company
- First Trust Exchange-Traded
- CUSIP
- 33740F508
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $855K |
| Exits | 2 | $219K |
All 13F filers, Q1 2025 → Q2 2025: 85,143 shares bought and 30,144 shares sold, net +54,999 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 23 holders
| Harbour Investments, Inc. | 0.04% | Reduce -10.0% | 96,527 | $1.6M |
| Kestra Advisory Services, LLC | 0.00% | No change | 44,624 | $739K |
| Osaic Holdings, Inc. | 0.00% | Add +29.3% | 40,907 | $678K |
| Kingswood Wealth Advisors, LLC | 0.04% | Add +76.5% | 29,635 | $491K |
| BlueChip Wealth Advisors LLC | 0.17% | Reduce -17.0% | 24,381 | $404K |
| Hedeker Wealth, LLC | 0.09% | Reduce -3.7% | 22,337 | $370K |
| Benjamin Edwards Inc. | 0.00% | Add +69.0% | 22,156 | $367K |
| Envestnet Asset Management Inc. | 0.00% | Add +1.6% | 21,683 | $359K |
| Independent Financial Group, LLC | 0.01% | Reduce -2.7% | 18,000 | $298K |
| Capital Investment Advisory Services, LLC | 0.02% | Add +0.2% | 15,871 | $263K |
| RFG Advisory, LLC | 0.01% | New | 15,748 | $261K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -0.6% | 14,883 | $247K |
| Ashton Thomas Private Wealth, LLC | 0.01% | No change | 14,848 | $246K |
| Cetera Investment Advisers | 0.00% | Add +17.8% | 13,106 | $217K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 12,912 | $214K |
| International Assets Investment Management, LLC | 0.02% | New | 12,617 | $209K |
| US Bancorp \de | 0.00% | New | 7,886 | $131K |
| Capital Analysts, LLC | 0.00% | No change | 7,874 | $130K |
| ORG Partners LLC | 0.01% | No change | 2,500 | $41K |
| Ameritas Advisory Services, LLC | 0.00% | New | 1,954 | $32K |
| Raymond James Financial Inc. | 0.00% | New | 500 | $8K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 10 | $166 |
| Morgan Stanley | 0.00% | No change | 1 | $23 |
"% of holder's portfolio" is MFLX's weight in each manager's 13F, not the share of First Trust Exchange-Traded the manager owns.