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

IFP 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
2023 Q4	–	Sell	-2,629	Closed	-$41.4K	–	3222
2023 Q3	$41.4K	Hold	2,629	–	–	﹤0.01%	1637
2023 Q2	$43.5K	Hold	2,629	–	–	﹤0.01%	1662
2023 Q1	$47.3K	Sell	2,629 -6,041	-70%	-$100K	﹤0.01%	1602
2022 Q4	$156K	Sell	8,670 -3,001	-26%	-$48.1K	﹤0.01%	1475
2022 Q3	$210K	Hold	11,671	–	–	0.01%	1372
2022 Q2	$210K	Hold	11,671	–	–	0.01%	1255
2022 Q1	$210K	Sell	11,671 -632	-5%	-$12.1K	0.01%	1255
2021 Q4	$260K	Sell	12,303 -554	-4%	-$11.5K	0.01%	839
2021 Q3	$269K	Sell	12,857 -597	-4%	-$12.8K	0.01%	816
2021 Q2	$287K	Sell	13,454 -696	-5%	-$14.5K	0.01%	740
2021 Q1	$288K	Buy	14,150 +2,162	+18%	+$43.7K	0.01%	688
2020 Q4	$242K	Sell	11,988 -602	-5%	-$11.8K	0.01%	729
2020 Q3	$240K	Sell	12,590 -694	-5%	-$13.3K	0.01%	641
2020 Q2	$246K	Buy	13,284 +809	+6%	+$14.5K	0.02%	592
2020 Q1	$222K	Buy	12,475 +6,003	+93%	+$115K	0.02%	549
2019 Q4	$127K	Buy	+6,472	New	+$126K	0.01%	828
2019 Q1	$119K	Hold	6,472	–	–	0.02%	627
2018 Q4	$111K	Hold	6,472	–	–	0.01%	1143
2018 Q3	$114K	Hold	6,472	–	–	﹤0.01%	1392
2018 Q2	$116K	Buy	+6,472	New	+$115K	﹤0.01%	1391

Other funds holding MFLX

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

BWA

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

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

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

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

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

IFP Advisors's MFLX Position: Q4 2023 in Review

IFP Advisors sold out of First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF (MFLX) in Q4 2023, closing a stake of 2,629 shares — an estimated $41.4K sold.

IFP Advisors first reported a position in MFLX in Q2 2018 and held it in 20 quarters. The position peaked at $288K in Q1 2021. 14 funds tracked by Wall St. Rank hold MFLX as of Q4 2023.

IFP Advisors reported no remaining First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF position as of Q4 2023 after selling out during the quarter.
IFP Advisors sold 2,629 First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF shares in Q4 2023, an estimated $41.4K.
IFP Advisors first reported a position in First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF in Q2 2018 and held it in 20 quarters.
IFP Advisors's First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF position peaked at $288K in Q1 2021.
14 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF as of Q4 2023.

Based on IFP Advisors's 13F filing for Q4 2023, filed 9 Jan 2024.