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 Q2	$85K	Sell	4,867 -3,007	-38%	-$51.6K	﹤0.01%	884
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 $7.43B AUM 24.49% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

KWA

Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return

BWA

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

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

PFPG

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

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Capital Analysts LLC's MFLX Position: Q2 2026 in Review

Capital Analysts LLC reduced its First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF (MFLX) stake by 38% in Q2 2026, selling an estimated $51.6K and leaving 4,867 shares worth $85K. The position accounts for ﹤0.01% of the portfolio, ranked #884.

Capital Analysts LLC first reported a position in MFLX in Q2 2023 and has held it in 13 quarters since. The position peaked at $134K in Q4 2025. 23 funds tracked by Wall St. Rank hold MFLX as of Q2 2026.

Capital Analysts LLC held 4,867 shares of First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF worth $85K as of Q2 2026.
Capital Analysts LLC sold 3,007 First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF shares in Q2 2026, an estimated $51.6K.
First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #884 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 13 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 Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.