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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% 1476
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

HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
BWA
BlueChip Wealth Advisors Milton, Georgia $228M AUM 16.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
HW
Hedeker Wealth Lincolnshire, Illinois $474M AUM 41.25% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 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.