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First Trust Flexible Municipal High Income ETF (MFLX) Institutional Ownership

First Trust Flexible Municipal High Income ETF logo

Institutional Ownership Changes (13F Filings) for First Trust Flexible Municipal High Income ETF (NASDAQ:MFLX)

Number of
Institutional Buyers
(last 12 months)
7
Total
Institutional Inflows
(last 12 months)
$2.14M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$545.03K
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MFLX Institutional Buying and Selling by Quarter

First Trust Flexible Municipal High Income ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/22/2025 Kingswood Wealth Advisors LLC21,287$363K0.0%N/A2.241%
1/10/2025 ORG Partners LLC2,500$43K0.0%-30.6%0.263%
1/8/2025 International Assets Investment Management LLC10,967$187K0.0%N/A1.154%
11/15/2024Benjamin Edwards Inc.23,817$416K0.0%N/A2.507%
11/5/2024Harbour Investments Inc.143,194$2.50M0.1%-5.3%15.073%
10/11/2024 ORG Partners LLC3,600$63K0.0%N/A0.379%
7/26/2024Harbour Investments Inc.151,187$2.57M0.1%-8.6%15.914%
7/19/2024 Hedeker Wealth LLC22,026$374K0.1%-4.3%2.319%
4/30/2024BlueChip Wealth Advisors LLC34,881$592K0.4%+1.8%3.672%
4/29/2024Benjamin F. Edwards & Company Inc.21,051$357K0.0%+6.5%2.216%
4/25/2024 Capital Investment Advisory Services LLC22,723$385K0.0%-10.8%2.392%
4/24/2024Simplicity Wealth LLC29,000$492K0.0%N/A3.053%
4/19/2024 Hedeker Wealth LLC23,017$390K0.1%-3.7%0.000%
3/15/2024BlueChip Wealth Advisors LLC34,251$584K0.4%N/A0.000%
2/6/2024Benjamin F. Edwards & Company Inc.19,762$337K0.0%-13.5%0.000%
2/1/2024 Capital Investment Advisory Services LLC25,470$435K0.0%-3.4%0.000%
1/24/2024 International Assets Investment Management LLC210,776$3.60M0.0%N/A0.000%
11/7/2023 Hedeker Wealth LLC23,897$376K0.1%-32.8%0.000%
7/21/2023 Hedeker Wealth LLC35,544$588K0.2%+36.6%0.000%
(Data available from 1/1/2016 forward)

MFLX Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of MFLX shares?

During the previous two years, 10 institutional investors and hedge funds held shares of First Trust Flexible Municipal High Income ETF. The most heavily invested institutionals were Harbour Investments Inc. ($2.50M), BlueChip Wealth Advisors LLC ($592K), Simplicity Wealth LLC ($492K), Benjamin Edwards Inc. ($416K), Capital Investment Advisory Services LLC ($385K), Hedeker Wealth LLC ($374K), and Kingswood Wealth Advisors LLC ($363K).Learn more on MFLX's institutional investors.

Which institutional investors have been buying First Trust Flexible Municipal High Income ETF stock?

The following institutional investors have purchased First Trust Flexible Municipal High Income ETF stock in the last 24 months: International Assets Investment Management LLC ($221.74K), BlueChip Wealth Advisors LLC ($34.88K), Simplicity Wealth LLC ($29K), Benjamin Edwards Inc. ($23.82K), Kingswood Wealth Advisors LLC ($21.29K), Hedeker Wealth LLC ($9.52K), and ORG Partners LLC ($3.60K).

How much institutional buying is happening at First Trust Flexible Municipal High Income ETF?

Institutional investors have bought a total of 345,139 shares in the last 24 months. This purchase volume represents approximately $5.89M in transactions.

Which First Trust Flexible Municipal High Income ETF major shareholders have been selling company stock?

The following institutional investors have sold First Trust Flexible Municipal High Income ETF stock in the last 24 months: Harbour Investments Inc. ($22.13K), Hedeker Wealth LLC ($13.52K), Capital Investment Advisory Services LLC ($3.65K), Benjamin F. Edwards & Company Inc. ($3.09K), and ORG Partners LLC ($1.10K).

How much institutional selling is happening at First Trust Flexible Municipal High Income ETF?

Institutional investors have sold a total of 43,487 shares in the last 24 months. This volume of shares sold represents approximately $728.35K in transactions.



This page (NASDAQ:MFLX) was last updated on 1/30/2025 by MarketBeat.com Staff
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