Institutional Ownership
First Tr Exchng Traded Fd Vi
CUSIP 33740F508FLEXIBL MUN HIGHMFLXQ1 2026
Institutional Holders
23
13F filers
Shares Held
564.4K
Aggregate institutional
Institutional Value
$9.08M
Q1 2026
Net New Holders
-1
2 new · 3 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions2
Increased10
Decreased3
Sold out3
Institutional Holders
23 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Harbour Investments, Inc. | 100.4K | $1.68M | −21.2K | Reduced |
| 2 | Osaic Holdings, Inc. | 48.9K | $819.7K | +5.1K | Added |
| 3 | Envestnet Asset Management Inc | 47.6K | $798.0K | +26.0K | Added |
| 4 | Kestra Advisory Services, LLC | 46.2K | $774.3K | +16 | Added |
| 5 | Cetera Investment Advisers | 41.7K | $700.0K | +1.2K | Added |
| 6 | Susquehanna International Group, LLP | 37.4K | $627.4K | +11.6K | Added |
| 7 | Kingswood Wealth Advisors, LLC | 30.3K | $508.8K | +2.5K | Added |
| 8 | Bluechip Wealth Advisors LLC | 23.9K | $400.6K | 0 | Held |
| 9 | Hedeker Wealth, LLC | 23.6K | $396.7K | +181 | Added |
| 10 | Benjamin Edwards Inc | 19.7K | $330.7K | −450 | Reduced |
13 more institutional holders on Premium
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