Beacon Pointe Advisors’s First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF MFLX Stock Holding History

Beacon Pointe Advisors’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 Q1	$223K	Buy	13,318 +140	+1%	+$2.4K	﹤0.01%	1676
2025 Q4	$224K	Buy	13,178 +132	+1%	+$2.25K	﹤0.01%	1389
2025 Q3	$221K	Buy	13,046 +134	+1%	+$2.22K	﹤0.01%	1291
2025 Q2	$214K	Buy	+12,912	New	+$214K	﹤0.01%	1170

Other funds holding MFLX

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

KAS

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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 $474M AUM 41.25% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Beacon Pointe Advisors's MFLX Position: Q1 2026 in Review

Beacon Pointe Advisors increased its First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF (MFLX) stake by 1.1% in Q1 2026, buying an estimated $2.4K and bringing the position to 13,318 shares worth $223K. The position accounts for ﹤0.01% of the portfolio, ranked #1676.

Beacon Pointe Advisors first reported a position in MFLX in Q2 2025 and has held it in 4 quarters since. The position peaked at $224K in Q4 2025. 23 funds tracked by Wall St. Rank hold MFLX as of Q1 2026.

Beacon Pointe Advisors held 13,318 shares of First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF worth $223K as of Q1 2026.
Beacon Pointe Advisors bought 140 First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF shares in Q1 2026, an estimated $2.4K.
First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #1676 holding.
Beacon Pointe Advisors first reported a position in First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF in Q2 2025 and has held it in 4 quarters since.
Beacon Pointe Advisors's First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF position peaked at $224K in Q4 2025.
23 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.