BDFS Capital’s First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF MFLX Stock Holding History

BDFS Capital’s Portfolio MFLX Stock Details MFLX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$304K	Hold	17,523	–	–	0.13%	97
2026 Q1	$294K	Hold	17,523	–	–	0.14%	111
2025 Q4	$298K	Buy	+17,523	New	+$298K	0.15%	102

Other funds holding MFLX

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

KWA

Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return

BWA

BlueChip Wealth Advisors Milton, Georgia $264M AUM 19.8% 1-Year Est. Return

Hedeker Wealth Lincolnshire, Illinois $524M AUM 36.83% 1-Year Est. Return

PFPG

Pinnacle Financial Partners (Georgia) Atlanta, Georgia $14.7B AUM

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

BDFS Capital's MFLX Position: Q2 2026 in Review

BDFS Capital held its First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF (MFLX) position steady in Q2 2026 at 17,523 shares worth $304K. The position accounts for 0.13% of the portfolio, ranked #97.

BDFS Capital first reported a position in MFLX in Q4 2025 and has held it in 3 quarters since. 23 funds tracked by Wall St. Rank hold MFLX as of Q2 2026.

BDFS Capital held 17,523 shares of First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF worth $304K as of Q2 2026.
BDFS Capital left its First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF share count unchanged in Q2 2026.
First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF made up 0.13% of BDFS Capital's portfolio in Q2 2026, its #97 holding.
BDFS Capital first reported a position in First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF in Q4 2025 and has held it in 3 quarters since.
23 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF as of Q2 2026.

Based on BDFS Capital's 13F filing for Q2 2026, filed 15 Jul 2026.