Who owns First Trust Flexible Municipal High Income ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of MFLX from SEC Form 13F filings across 22 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 22 institutions disclosed 516,129 shares of First Trust Flexible Municipal High Income ETF worth $8.9M — about 43.9% of shares outstanding; the largest disclosed holder is HARBOUR INVESTMENTS, INC.. Source: SEC Form 13F filings, parsed by EvidInvest.
22
13F holders
$8.9M
value, 2026 filers
43.9%
of shares outstanding (516,129 sh)
2
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of MFLX's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | HARBOUR INVESTMENTS, INC. | 90,569 | $1.6M | 0.0% | 7.7% | -9.8% |
| 2 | ENVESTNET ASSET MANAGEMENT INC | 56,673 | $984,402 | 0.0% | 4.8% | +19.1% |
| 3 | OSAIC HOLDINGS, INC. | 55,950 | $971,848 | 0.0% | 4.8% | +14.5% |
| 4 | Kestra Advisory Services, LLC | 48,171 | $836,734 | 0.0% | 4.1% | +4.4% |
| 5 | Cetera Investment Advisers | 34,567 | $600,429 | 0.0% | 2.9% | -17.2% |
| 6 | KINGSWOOD WEALTH ADVISORS, LLC | 28,833 | $500,829 | 0.0% | 2.5% | -4.9% |
| 7 | BlueChip Wealth Advisors LLC | 27,881 | $484,293 | 0.2% | 2.4% | +16.7% |
| 8 | Hedeker Wealth, LLC | 25,202 | $437,759 | 0.1% | 2.1% | +6.6% |
| 9 | Pinnacle Financial Partners, Inc. | 23,254 | $403,926 | 0.0% | 2% | +63.3% |
| 10 | INDEPENDENT FINANCIAL GROUP, LLC | 18,000 | $312,660 | 0.0% | 1.5% | 0.0% |
| 11 | BDFS Capital LLC | 17,523 | $304,375 | 0.1% | 1.5% | 0.0% |
| 12 | RFG Advisory, LLC | 15,748 | $273,543 | 0.0% | 1.3% | 0.0% |
| 13 | Beacon Pointe Advisors, LLC | 12,325 | $214,085 | 0.0% | 1% | -7.5% |
| 14 | BENJAMIN EDWARDS INC | 12,193 | $211,789 | 0.0% | 1% | -38.2% |
| 15 | Clear Creek Financial Management, LLCNEW | 12,000 | $208,440 | 0.0% | 1% | new |
| 16 | Capital Investment Advisory Services, LLC | 11,933 | $207,276 | 0.0% | 1% | +0.1% |
| 17 | Ashton Thomas Private Wealth, LLC | 8,718 | $151,432 | 0.0% | 0.7% | -14.4% |
| 18 | US BANCORP \DE\ | 8,644 | $150,146 | 0.0% | 0.7% | 0.0% |
| 19 | Capital Analysts, LLC | 4,867 | $85 | 0.0% | 0.4% | -38.2% |
| 20 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLCNEW | 3,067 | $53,274 | 0.0% | 0.3% | new |
| 21 | DHJJ Financial Advisors, Ltd. | 10 | $174 | 0.0% | 0% | 0.0% |
| 22 | MORGAN STANLEY | 1 | $32 | 0.0% | 0% | -50.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.