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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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HW
Hedeker Wealth Lincolnshire, Illinois $474M AUM 41.25% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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.