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Benjamin F. Edwards & Company’s First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF MFLX Stock Holding History

Benjamin F. Edwards & Company’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
2024
Q2 		$348K Sell
20,471
-580
-3% -$9.79K 0.01% 778
2024
Q1 		$357K Buy
21,051
+1,289
+7% +$21.9K 0.01% 741
2023
Q4 		$337K Sell
19,762
-3,093
-14% -$49.8K 0.01% 720
2023
Q3 		$360K Buy
22,855
+2,623
+13% +$42.7K 0.01% 599
2023
Q2 		$335K Hold
20,232
– – 0.01% 599
2023
Q1 		$335K Buy
20,232
+6,291
+45% +$105K 0.01% 583
2022
Q4 		$227K Buy
+13,941
New +$223K 0.01% 686

Other funds holding MFLX

HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BWA
BlueChip Wealth Advisors Milton, Georgia $264M AUM 19.8% 1-Year Est. Return
HW
Hedeker Wealth Lincolnshire, Illinois $474M AUM 41.25% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Benjamin F. Edwards & Company's MFLX Position: Q2 2024 in Review

Benjamin F. Edwards & Company reduced its First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF (MFLX) stake by 2.8% in Q2 2024, selling an estimated $9.79K and leaving 20,471 shares worth $348K. The position accounts for 0.01% of the portfolio, ranked #778.

Benjamin F. Edwards & Company first reported a position in MFLX in Q4 2022 and has held it in 7 quarters since. The position peaked at $360K in Q3 2023. 17 funds tracked by Wall St. Rank hold MFLX as of Q2 2024.

  • Benjamin F. Edwards & Company held 20,471 shares of First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF worth $348K as of Q2 2024.
  • Benjamin F. Edwards & Company sold 580 First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF shares in Q2 2024, an estimated $9.79K.
  • First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF made up 0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #778 holding.
  • Benjamin F. Edwards & Company first reported a position in First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF in Q4 2022 and has held it in 7 quarters since.
  • Benjamin F. Edwards & Company's First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF position peaked at $360K in Q3 2023.
  • 17 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.