CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF MFLX Stock Holding History

CAPTRUST Financial Advisors’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
2022
Q3 		– Sell
-1,000
Closed -$17K – 3234
2022
Q2 		$17K Hold
1,000
– – ﹤0.01% 3456
2022
Q1 		$18K Hold
1,000
– – ﹤0.01% 3455
2021
Q4 		$21K Hold
1,000
– – ﹤0.01% 3254
2021
Q3 		$21K Buy
+1,000
New +$21.5K ﹤0.01% 3134

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QWM
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IA
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OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
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US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CAPTRUST Financial Advisors's MFLX Position: Q3 2022 in Review

CAPTRUST Financial Advisors sold out of First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF (MFLX) in Q3 2022, closing a stake of 1,000 shares — an estimated $17K sold.

CAPTRUST Financial Advisors first reported a position in MFLX in Q3 2021 and held it in 4 quarters. The position peaked at $21K in Q4 2021. 11 funds tracked by Wall St. Rank hold MFLX as of Q3 2022.

  • CAPTRUST Financial Advisors reported no remaining First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF position as of Q3 2022 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 1,000 First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF shares in Q3 2022, an estimated $17K.
  • CAPTRUST Financial Advisors first reported a position in First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF in Q3 2021 and held it in 4 quarters.
  • CAPTRUST Financial Advisors's First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF position peaked at $21K in Q4 2021.
  • 11 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF as of Q3 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2022, filed 16 Nov 2022.