Belpointe Asset Management’s First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF MFLX Stock Holding History

Belpointe Asset Management’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
2023 Q2	–	Sell	-556	Closed	-$9.21K	–	2220
2023 Q1	$9.21K	Hold	556	–	–	﹤0.01%	2761
2022 Q4	$9.04K	Buy	+556	New	+$8.91K	﹤0.01%	2673

Other funds holding MFLX

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

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

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Belpointe Asset Management's MFLX Position: Q2 2023 in Review

Belpointe Asset Management sold out of First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF (MFLX) in Q2 2023, closing a stake of 556 shares — an estimated $9.21K sold.

Belpointe Asset Management first reported a position in MFLX in Q4 2022 and held it in 2 quarters. The position peaked at $9.21K in Q1 2023. 12 funds tracked by Wall St. Rank hold MFLX as of Q2 2023.

Belpointe Asset Management reported no remaining First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 556 First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF shares in Q2 2023, an estimated $9.21K.
Belpointe Asset Management first reported a position in First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF in Q4 2022 and held it in 2 quarters.
Belpointe Asset Management's First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF position peaked at $9.21K in Q1 2023.
12 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.