ETF Holders

Who owns MFLX?

Other

First Trust Flexible Municipal High Income ETF · First Trust

23 institutions reported holding MFLX, worth $9.2M, in Form 13F filings for June 30, 2026.

13F holders
23
Institutional value
$9.2M
Change from prior quarter
-3.0%
−$281K, with price moves
New and sold-out firms
2 / 2
7 added, 9 trimmed

Top 10 institutional holders of MFLX

FirmLocationValueSharesChange
Harbour Investments, Inc.Madison, WI$1.6M90,569−9,860 shares
Envestnet Asset Management Inc.Berwyn, PA$984K56,673+9,099 shares
Osaic Holdings, Inc.Scottsdale, AZ$972K55,950+7,073 shares
Kestra Advisory Services, LLCAustin, TX$837K48,171+2,011 shares
Cetera Investment AdvisersSchaumburg, IL$600K34,567−7,162 shares
Kingswood Wealth Advisors, LLCSan Diego, CA$501K28,833−1,500 shares
BlueChip Wealth Advisors LLCMilton, GA$484K27,881+4,000 shares
Hedeker Wealth, LLCLincolnshire, IL$438K25,202+1,554 shares
Pinnacle Financial Partners, Inc.Atlanta, GA$404K23,254+9,017 shares
Independent Financial Group, LLCSan Diego, CA$313K18,000No change
13 more firms

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.

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Frequently asked questions

Who owns MFLX?

23 institutional managers reported holding MFLX in Form 13F filings for June 30, 2026, worth $9.2M in total. The largest reported position was held by Harbour Investments, Inc., at $1.6M.

Did institutions buy or sell MFLX last quarter?

Reported 13F value fell 3.0% from March 31, 2026, which includes price moves as well as buying and selling. 2 firms reported a new position and 2 sold all of theirs.

What is a Form 13F?

A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.

How often is MFLX ownership data updated?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.