Harbour Investments’s First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF MFLX Stock Holding History

Harbour Investments’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	$1.68M	Sell	100,429 -21,230	-17%	-$364K	0.03%	562
2025 Q4	$2.07M	Buy	121,659 +740	+0.6%	+$12.6K	0.04%	385
2025 Q3	$2.05M	Buy	120,919 +24,392	+25%	+$404K	0.05%	341
2025 Q2	$1.6M	Sell	96,527 -10,774	-10%	-$178K	0.04%	387
2025 Q1	$1.82M	Sell	107,301 -7,873	-7%	-$134K	0.05%	320
2024 Q4	$1.96M	Sell	115,174 -28,020	-20%	-$484K	0.06%	293
2024 Q3	$2.5M	Sell	143,194 -7,993	-5%	-$138K	0.08%	227
2024 Q2	$2.57M	Sell	151,187 -14,136	-9%	-$238K	0.09%	206
2024 Q1	$2.8M	Buy	165,323 +12,251	+8%	+$208K	0.1%	187
2023 Q4	$2.61M	Buy	+153,072	New	+$2.47M	0.11%	181
2023 Q1	–	Sell	-6,947	Closed	-$113K	–	3063
2022 Q4	$113K	Buy	+6,947	New	+$111K	0.01%	964
2021 Q4	$15K	Hold	700	–	–	﹤0.01%	1772
2021 Q3	$15K	Buy	+700	New	+$15K	﹤0.01%	2448

Other funds holding MFLX

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

IFG

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

Harbour Investments's MFLX Position: Q1 2026 in Review

Harbour Investments reduced its First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF (MFLX) stake by 17% in Q1 2026, selling an estimated $364K and leaving 100,429 shares worth $1.68M. The position accounts for 0.03% of the portfolio, ranked #562.

Harbour Investments first reported a position in MFLX in Q3 2021 and has held it in 13 quarters since. The position peaked at $2.8M in Q1 2024. 23 funds tracked by Wall St. Rank hold MFLX as of Q1 2026.

Harbour Investments held 100,429 shares of First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF worth $1.68M as of Q1 2026.
Harbour Investments sold 21,230 First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF shares in Q1 2026, an estimated $364K.
First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF made up 0.03% of Harbour Investments's portfolio in Q1 2026, its #562 holding.
Harbour Investments first reported a position in First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF in Q3 2021 and has held it in 13 quarters since.
Harbour Investments's First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF position peaked at $2.8M in Q1 2024.
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 Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.