Fermata Advisors »

Mfs Active Exchange Traded F shares owned by Fermata Advisors

Quarter-by-quarter ownership of Mfs Active Exchange Traded F (MFSB) shares owned by Fermata Advisors from 13F filings

Historical chart of Fermata Advisors investment in Mfs Active Exchange Traded F

Tip: Access up to 7 years of quarterly data

All positions including Mfs Active Exchange Traded F held by Fermata Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Mfs Active Exchange Traded F by Fermata Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $12M 487k 25.23
2025-06-30 $8.9M 356k 24.96

More positions owned by Fermata Advisors

Apple (AAPL)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Mfs Active Exchange Traded F Core Plus Bd Etf (MFSB)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Cambria Etf Tr Shshld Yield Etf (SYLD)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Lattice Strategies Tr Hartford Us Eqty (ROUS)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Wisdomtree Tr Us Efficient Cor (NTSX)
Pimco Etf Tr 15+ Yr Us Tips (LTPZ)
Ishares Tr 20 Yr Tr Bd Etf (TLT)

View all positions for Fermata Advisors

Top funds holding Mfs Active Exchange Traded F

Marshall Financial Group
Fermata Advisors
LPL Financial
Cambridge Investment Research Advisors
Citadel Advisors
Integrated Wealth Concepts
Jpmorgan Chase & Co
Jones Financial Companies, L.L
Commonwealth Equity Services
Brown Advisory Holdings Incorporated
Davenport & Co
Private Advisor
UBS Group

View all funds holding Mfs Active Exchange Traded F