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

Independent Financial Group’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	$313K	Hold	18,000	–	–	0.01%	1219
2026 Q1	$302K	Hold	18,000	–	–	0.01%	1156
2025 Q4	$306K	Hold	18,000	–	–	0.01%	1140
2025 Q3	$305K	Hold	18,000	–	–	0.01%	1087
2025 Q2	$298K	Sell	18,000 -500	-3%	-$8.28K	0.01%	1030
2025 Q1	$313K	Hold	18,500	–	–	0.01%	914
2024 Q4	$315K	Hold	18,500	–	–	0.01%	884
2024 Q3	$323K	Hold	18,500	–	–	0.01%	846
2024 Q2	$314K	Hold	18,500	–	–	0.01%	806
2024 Q1	$314K	Hold	18,500	–	–	0.01%	757
2023 Q4	$316K	Buy	+18,500	New	+$298K	0.02%	698

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

BDFS Capital Rehoboth Beach, Delaware $230M AUM

Independent Financial Group's MFLX Position: Q2 2026 in Review

Independent Financial Group held its First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF (MFLX) position steady in Q2 2026 at 18,000 shares worth $313K. The position accounts for 0.01% of the portfolio, ranked #1219.

Independent Financial Group first reported a position in MFLX in Q4 2023 and has held it in 11 quarters since. The position peaked at $323K in Q3 2024. 23 funds tracked by Wall St. Rank hold MFLX as of Q2 2026.

Independent Financial Group held 18,000 shares of First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF worth $313K as of Q2 2026.
Independent Financial Group left its First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF share count unchanged in Q2 2026.
First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1219 holding.
Independent Financial Group first reported a position in First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF in Q4 2023 and has held it in 11 quarters since.
Independent Financial Group's First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF position peaked at $323K in Q3 2024.
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 Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.