Capital Analysts LLC’s First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF MFLX Stock Holding History

Capital Analysts LLC’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	$132K	Hold	7,874	–	–	﹤0.01%	729
2025 Q4	$134K	Hold	7,874	–	–	﹤0.01%	698
2025 Q3	$133K	Hold	7,874	–	–	﹤0.01%	668
2025 Q2	$130K	Hold	7,874	–	–	﹤0.01%	612
2025 Q1	$133K	Buy	7,874 +2,684	+52%	+$45.8K	0.01%	583
2024 Q4	$88K	Hold	5,190	–	–	﹤0.01%	635
2024 Q3	$91K	Buy	5,190 +1,447	+39%	+$25K	﹤0.01%	598
2024 Q2	$64K	Hold	3,743	–	–	﹤0.01%	658
2024 Q1	$63K	Hold	3,743	–	–	﹤0.01%	615
2023 Q4	$64K	Hold	3,743	–	–	﹤0.01%	604
2023 Q3	$59K	Buy	3,743 +736	+24%	+$12K	﹤0.01%	577
2023 Q2	$50K	Buy	+3,007	New	+$49.9K	﹤0.01%	583

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 $26.4B AUM 21.05% 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 $2.11B AUM 27.11% 1-Year Est. Return

BWA

BlueChip Wealth Advisors Milton, Georgia $228M AUM 16.3% 1-Year Est. Return

Hedeker Wealth Lincolnshire, Illinois $474M AUM 41.25% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

Capital Analysts LLC's MFLX Position: Q1 2026 in Review

Capital Analysts LLC held its First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF (MFLX) position steady in Q1 2026 at 7,874 shares worth $132K. The position accounts for ﹤0.01% of the portfolio, ranked #729.

Capital Analysts LLC first reported a position in MFLX in Q2 2023 and has held it in 12 quarters since. The position peaked at $134K in Q4 2025. 23 funds tracked by Wall St. Rank hold MFLX as of Q1 2026.

Capital Analysts LLC held 7,874 shares of First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF worth $132K as of Q1 2026.
Capital Analysts LLC left its First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF share count unchanged in Q1 2026.
First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF made up ﹤0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #729 holding.
Capital Analysts LLC first reported a position in First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF in Q2 2023 and has held it in 12 quarters since.
Capital Analysts LLC's First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF position peaked at $134K 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 Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.