FIRST TR EXCHNG TRADED FD VI (MFLX)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
21
Reporting holders
$8.9M
Reported value
0.0%
Held as options
+0
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| HARBOUR INVESTMENTS, INC. | $1.6M | 90,569 | 0.02% | 11q | -9.8%-$171.3K |
| ENVESTNET ASSET MANAGEMENT INC | $984.4K | 56,673 | 0.00% | 13q | +19.1%+$158.0K |
| OSAIC HOLDINGS, INC. | $971.8K | 55,950 | 0.00% | 26q | +14.5%+$122.9K |
| Kestra Advisory Services, LLC | $836.7K | 48,171 | 0.00% | 10q | +4.4%+$34.9K |
| Cetera Investment Advisers | $600.4K | 34,567 | 0.00% | 6q | -17.2%-$124.4K |
| KINGSWOOD WEALTH ADVISORS, LLC | $500.8K | 28,833 | 0.02% | 7q | -4.9%-$26.1K |
| BlueChip Wealth Advisors LLC | $484.3K | 27,881 | 0.18% | 11q | +16.7%+$69.5K |
| Hedeker Wealth, LLC | $437.8K | 25,202 | 0.08% | 14q | +6.6%+$27.0K |
| Pinnacle Financial Partners, Inc. | $403.9K | 23,254 | 0.00% | 2q | +63.3%+$156.6K |
| INDEPENDENT FINANCIAL GROUP, LLC | $312.7K | 18,000 | 0.01% | 6q | HELD |
| BDFS Capital LLC | $304.4K | 17,523 | 0.13% | 3q | HELD |
| RFG Advisory, LLC | $273.5K | 15,748 | 0.00% | 5q | HELD |
| Beacon Pointe Advisors, LLC | $214.1K | 12,325 | 0.00% | 5q | -7.5%-$17.2K |
| BENJAMIN EDWARDS INC | $211.8K | 12,193 | 0.00% | 8q | -38.2%-$130.7K |
| Clear Creek Financial Management, LLC | $208.4K | 12,000 | 0.01% | new | NEW |
| Capital Investment Advisory Services, LLC | $207.3K | 11,933 | 0.01% | 29q | HELD |
| Ashton Thomas Private Wealth, LLC | $151.4K | 8,718 | 0.00% | 7q | -14.4%-$25.5K |
| US BANCORP \DE\ | $150.1K | 8,644 | 0.00% | 5q | HELD |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $53.3K | 3,067 | 0.00% | new | NEW |
| Cambridge Investment Research Advisors, Inc. | $220 | 12,690 | 0.00% | 9q | -16.2% |
| DHJJ Financial Advisors, Ltd. | $174 | 10 | 0.00% | 12q | HELD |
| Capital Analysts, LLC | $85 | 4,867 | 0.00% | 13q | -38.2% |
| MORGAN STANLEY | $32 | 1 | 0.00% | 8q | -50.0% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 21 | $8.9M | 511,262 | 2 | 6 | 7 | 0.0% |
| Q1 2026 | 21 | $9.1M | 541,338 | 1 | 8 | 3 | 0.0% |
| Q4 2025 | 23 | $8.8M | 516,075 | 1 | 4 | 9 | 0.0% |
| Q3 2025 | 22 | $9.2M | 545,408 | 3 | 8 | 3 | 0.0% |
| Q2 2025 | 21 | $6.9M | 418,203 | 6 | 5 | 4 | 0.0% |
| Q1 2025 | 17 | $6.1M | 363,119 | 2 | 3 | 7 | 0.0% |
| Q4 2024 | 16 | $5.9M | 348,670 | 4 | 5 | 4 | 0.0% |
| Q3 2024 | 13 | $6.1M | 351,873 | 3 | 1 | 2 | 0.0% |
| Q2 2024 | 13 | $6.1M | 356,050 | 1 | 3 | 5 | 0.0% |
| Q1 2024 | 14 | $6.3M | 373,623 | 3 | 3 | 5 | 0.0% |
| Q4 2023 | 11 | $5.4M | 315,718 | 2 | 2 | 3 | 0.0% |
| Q3 2023 | 10 | $2.4M | 153,289 | 1 | 5 | 3 | 0.0% |
| Q2 2023 | 10 | $2.2M | 132,886 | 3 | 3 | 1 | 0.0% |
| Q1 2023 | 12 | $2.5M | 147,490 | 4 | 1 | 2 | 0.0% |
| Q4 2022 | 10 | $1.2M | 72,574 | 4 | 1 | 2 | 0.0% |
| Q3 2022 | 11 | $2.5M | 155,086 | 0 | 4 | 5 | 0.0% |
| Q2 2022 | 15 | $3.6M | 217,864 | 4 | 2 | 4 | 0.0% |
| Q1 2022 | 14 | $5.4M | 316,319 | 2 | 5 | 2 | 0.0% |
| Q4 2021 | 18 | $6.9M | 324,964 | 1 | 4 | 6 | 0.0% |
| Q3 2021 | 20 | $7.5M | 361,726 | 8 | 3 | 4 | 0.0% |
| Q2 2021 | 14 | $4.4M | 207,958 | 2 | 3 | 5 | 0.0% |
| Q1 2021 | 15 | $5.4M | 265,359 | 4 | 5 | 3 | 0.0% |
| Q4 2020 | 12 | $4.1M | 202,005 | 0 | 5 | 4 | 0.0% |
| Q3 2020 | 12 | $3.1M | 161,086 | 2 | 5 | 3 | 0.0% |
| Q2 2020 | 12 | $2.7M | 143,193 | 2 | 4 | 4 | 0.0% |
| Q1 2020 | 13 | $3.8M | 213,310 | 7 | 3 | 1 | 0.0% |
| Q4 2019 | 8 | $3.9M | 199,875 | 1 | 2 | 2 | 0.0% |
| Q3 2019 | 9 | $4.2M | 217,229 | 1 | 2 | 4 | 0.0% |
| Q2 2019 | 10 | $6.6M | 348,266 | 3 | 4 | 2 | 0.0% |
| Q1 2019 | 8 | $4.2M | 226,475 | 1 | 3 | 1 | 0.0% |
| Q4 2018 | 10 | $4.7M | 274,107 | 1 | 0 | 0 | 0.0% |