SFG Wealth Management LLC. Buys 165,926 Shares of MFS Active Value ETF $MFSV

Posted by on Sep 6th, 2026

SFG Wealth Management LLC. lifted its stake in MFS Active Value ETF (NYSE:MFSV – Free Report) by 17.8% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 1,099,524 shares of the company’s stock after buying an additional 165,926 shares during the period. MFS Active Value ETF makes up 11.3% of SFG Wealth Management LLC.’s portfolio, making the stock its 2nd biggest position. SFG Wealth Management LLC. owned 5.76% of MFS Active Value ETF worth $31,413,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other large investors have also modified their holdings of the stock. Flow Traders U.S. LLC purchased a new stake in shares of MFS Active Value ETF during the 2nd quarter valued at about $329,000. Advisory Services Network LLC boosted its holdings in MFS Active Value ETF by 20.7% in the 2nd quarter. Advisory Services Network LLC now owns 62,895 shares of the company’s stock worth $1,577,000 after acquiring an additional 10,795 shares during the period. Sittner & Nelson LLC boosted its holdings in MFS Active Value ETF by 800.0% in the 3rd quarter. Sittner & Nelson LLC now owns 2,250 shares of the company’s stock worth $59,000 after acquiring an additional 2,000 shares during the period. Paul R. Ried Financial Group LLC grew its position in MFS Active Value ETF by 499.4% in the third quarter. Paul R. Ried Financial Group LLC now owns 202,155 shares of the company’s stock valued at $5,285,000 after acquiring an additional 168,426 shares in the last quarter. Finally, Natixis Advisors LLC acquired a new stake in MFS Active Value ETF in the fourth quarter valued at approximately $418,000.

MFS Active Value ETF Stock Down 0.7%

MFSV opened at $29.51 on Friday. The firm’s 50 day moving average is $29.45 and its 200-day moving average is $28.23. MFS Active Value ETF has a 52-week low of $25.32 and a 52-week high of $30.15. The firm has a market capitalization of $563.66 million, a P/E ratio of 19.36 and a beta of 0.33.

MFS Active Value ETF Cuts Dividend

The company also recently declared a quarterly dividend, which was paid on Friday, June 26th. Investors of record on Thursday, June 25th were issued a dividend of $0.0941 per share. This represents a $0.38 dividend on an annualized basis and a yield of 1.3%. The ex-dividend date of this dividend was Thursday, June 25th.

MFS Active Value ETF Company Profile

(Free Report)

The MFS Active Value ETF (MFSV) is an exchange-traded fund that mostly invests in total market equity. The fund is an actively managed portfolio of US and non-US value stocks of any market capitalization. The fund utilizes a bottom-up fundamental approach to select investments. MFSV was launched on Dec 5, 2024 and is issued by MFS.

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Institutional Ownership by Quarter for MFS Active Value ETF (NYSE:MFSV)

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