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 Q2	$214K	Sell	12,325 -993	-7%	-$17K	﹤0.01%	1779
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 $7.43B AUM 24.49% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

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

Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return

BWA

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

Hedeker Wealth Lincolnshire, Illinois $545M AUM 27.48% 1-Year Est. Return

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

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Beacon Pointe Advisors's MFLX Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF (MFLX) stake by 7.5% in Q2 2026, selling an estimated $17K and leaving 12,325 shares worth $214K. The position accounts for ﹤0.01% of the portfolio, ranked #1779.

Beacon Pointe Advisors first reported a position in MFLX in Q2 2025 and has held it in 5 quarters since. The position peaked at $224K in Q4 2025. 24 funds tracked by Wall St. Rank hold MFLX as of Q2 2026.

Beacon Pointe Advisors held 12,325 shares of First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF worth $214K as of Q2 2026.
Beacon Pointe Advisors sold 993 First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF shares in Q2 2026, an estimated $17K.
First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1779 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 5 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.
24 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 Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.