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First Trust Exchange-Traded (MFLX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Kestra Advisory Services, LLC
UNCHANGED
Shares48,171 from 48,171
Change0 (0%)
Value$763.3K (-$73.5K)
Filed 2026-11-02
BlueChip Wealth Advisors LLC
DECREASED
Shares26,294 from 27,881
Change-1,587 (-6%)
Value$416.6K (-$67.7K)
Filed 2026-11-03
Hedeker Wealth, LLC
UNCHANGED
Shares25,202 from 25,202
Change0 (0%)
Value$399.3K (-$38.4K)
Filed 2026-10-23
Kingswood Wealth Advisors, LLC
DECREASED
Shares19,985 from 28,833
Change-8,848 (-31%)
Value$316.7K (-$184.2K)
Filed 2026-10-23
Independent Financial Group, LLC
UNCHANGED
Shares18,000 from 18,000
Change0 (0%)
Value$285.2K (-$27.5K)
Filed 2026-10-13
Bdfs Capital LLC
UNCHANGED
Shares17,523 from 17,523
Change0 (0%)
Value$277.7K (-$26.7K)
Filed 2026-10-14
RFG Advisory, LLC
UNCHANGED
Shares15,748 from 15,748
Change0 (0%)
Value$249.5K (-$24.0K)
Filed 2026-11-03
Ashton Thomas Private Wealth, LLC
INCREASED
Shares13,435 from 8,718
Change+4,717 (+54%)
Value$212.9K (+$61.4K)
Filed 2026-11-03
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares12,994 from 12,690
Change+304 (+2%)
Value$206.0K (-$14.0K)
Filed 2026-11-02
Clear Creek Financial Management, LLC
UNCHANGED
Shares12,000 from 12,000
Change0 (0%)
Value$190.1K (-$18.3K)
Filed 2026-10-28
Capital Investment Advisory Services, LLC
DECREASED
Shares11,174 from 11,933
Change-759 (-6%)
Value$177.1K (-$30.2K)
Filed 2026-10-30
US Bancorp \de\
INCREASED
Shares8,948 from 8,644
Change+304 (+4%)
Value$141.8K (-$8.4K)
Filed 2026-11-05
Dhjj Financial Advisors, Ltd.
DECREASED
Shares6 from 10
Change-4 (-40%)
Value$96 (-$78)
Filed 2026-10-23
International Assets Investment Management, LLC
CLOSED
Shares0 from 3,067
Change-3,067 (-100%)
Value$0 (-$53.3K)
Filed 2026-11-02
Harbour Investments, Inc.
N/A
Shares— from 90,569
Change-90,569 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 56,673
Change-56,673 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 55,950
Change-55,950 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 34,567
Change-34,567 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 23,254
Change-23,254 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 12,325
Change-12,325 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 12,193
Change-12,193 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 4,867
Change-4,867 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 3,700
Change-3,700 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Kestra Advisory Services, LLC
UNCHANGED48,17148,17100%$836.7K$763.3K-$73.5K2026-11-02
BlueChip Wealth Advisors LLC
DECREASED26,29427,881-1,587-6%$484.3K$416.6K-$67.7K2026-11-03
Hedeker Wealth, LLC
UNCHANGED25,20225,20200%$437.8K$399.3K-$38.4K2026-10-23
Kingswood Wealth Advisors, LLC
DECREASED19,98528,833-8,848-31%$500.8K$316.7K-$184.2K2026-10-23
Independent Financial Group, LLC
UNCHANGED18,00018,00000%$312.7K$285.2K-$27.5K2026-10-13
Bdfs Capital LLC
UNCHANGED17,52317,52300%$304.4K$277.7K-$26.7K2026-10-14
RFG Advisory, LLC
UNCHANGED15,74815,74800%$273.5K$249.5K-$24.0K2026-11-03
Ashton Thomas Private Wealth, LLC
INCREASED13,4358,718+4,717+54%$151.4K$212.9K+$61.4K2026-11-03
Cambridge Investment Research Advisors, Inc.
INCREASED12,99412,690+304+2%$220.0K$206.0K-$14.0K2026-11-02
Clear Creek Financial Management, LLC
UNCHANGED12,00012,00000%$208.4K$190.1K-$18.3K2026-10-28
Capital Investment Advisory Services, LLC
DECREASED11,17411,933-759-6%$207.3K$177.1K-$30.2K2026-10-30
US Bancorp \de\
INCREASED8,9488,644+304+4%$150.1K$141.8K-$8.4K2026-11-05
Dhjj Financial Advisors, Ltd.
DECREASED610-4-40%$174$96-$782026-10-23
International Assets Investment Management, LLC
CLOSED03,067-3,067-100%$53.3K$0-$53.3K2026-11-02
Harbour Investments, Inc.
N/A—90,569-90,569-100%$1.6M———
Envestnet Asset Management Inc
N/A—56,673-56,673-100%$984.4K———
Osaic Holdings, Inc.
N/A—55,950-55,950-100%$971.8K———
Cetera Investment Advisers
N/A—34,567-34,567-100%$600.4K———
Pinnacle Financial Partners, Inc.
N/A—23,254-23,254-100%$403.9K———
Beacon Pointe Advisors, LLC
N/A—12,325-12,325-100%$214.1K———
Benjamin Edwards Inc
N/A—12,193-12,193-100%$211.8K———
Capital Analysts, LLC
N/A—4,867-4,867-100%$85.0K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—3,700-3,700-100%$64.3K———
Morgan Stanley
N/A—1-1-100%$32———
Showing 24 of 24 institutions