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

Jeff Yass’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	–	Sell	-37,404	Closed	-$627K	–	14100
2026 Q1	$627K	Buy	37,404 +11,606	+45%	+$199K	﹤0.01%	9077
2025 Q4	$438K	Sell	25,798 -20,624	-44%	-$351K	﹤0.01%	9113
2025 Q3	$786K	Buy	+46,422	New	+$770K	﹤0.01%	7912
2025 Q2	–	Sell	-12,901	Closed	-$218K	–	13305
2025 Q1	$218K	Buy	+12,901	New	+$220K	﹤0.01%	10766
2024 Q4	–	Sell	-31,568	Closed	-$551K	–	12820
2024 Q3	$551K	Sell	31,568 -1,449	-4%	-$25K	﹤0.01%	8228
2024 Q2	$561K	Buy	33,017 +17,413	+112%	+$294K	﹤0.01%	7984
2024 Q1	$265K	Buy	+15,604	New	+$265K	﹤0.01%	9993
2023 Q4	–	Sell	-31,757	Closed	-$500K	–	12920
2023 Q3	$500K	Buy	31,757 +19,573	+161%	+$319K	﹤0.01%	8230
2023 Q2	$202K	Sell	12,184 -19,679	-62%	-$326K	﹤0.01%	10249
2023 Q1	$528K	Buy	+31,863	New	+$530K	﹤0.01%	8429
2022 Q4	–	Sell	-34,365	Closed	-$538K	–	13172
2022 Q3	$538K	Sell	34,365 -6,899	-17%	-$116K	﹤0.01%	8284
2022 Q2	$688K	Buy	+41,264	New	+$698K	﹤0.01%	7462
2021 Q3	–	Sell	-13,313	Closed	-$284K	–	13234
2021 Q2	$284K	Sell	13,313 -29,012	-69%	-$605K	﹤0.01%	10884
2021 Q1	$860K	Buy	42,325 +19,645	+87%	+$397K	﹤0.01%	8122
2020 Q4	$459K	Sell	22,680 -4,333	-16%	-$84.6K	﹤0.01%	8474
2020 Q3	$515K	Buy	27,013 +5,608	+26%	+$108K	﹤0.01%	7604
2020 Q2	$398K	Sell	21,405 -22,977	-52%	-$412K	﹤0.01%	7829
2020 Q1	$799K	Buy	44,382 +32,327	+268%	+$622K	﹤0.01%	5900
2019 Q4	$235K	Sell	12,055 -18,322	-60%	-$355K	﹤0.01%	8473
2019 Q3	$593K	Sell	30,377 -19,126	-39%	-$370K	﹤0.01%	6909
2019 Q2	$936K	Buy	49,503 +20,309	+70%	+$379K	﹤0.01%	5817
2019 Q1	$538K	Sell	29,194 -10,337	-26%	-$186K	﹤0.01%	6129
2018 Q4	$681K	Buy	+39,531	New	+$680K	﹤0.01%	5424
2018 Q3	–	Sell	-19,037	Closed	-$340K	–	9831
2018 Q2	$340K	Buy	19,037 +3,855	+25%	+$68.7K	﹤0.01%	7594
2018 Q1	$271K	Buy	+15,182	New	+$275K	﹤0.01%	7786
2017 Q4	–	Sell	-14,606	Closed	-$278K	–	9645
2017 Q3	$278K	Buy	+14,606	New	+$280K	﹤0.01%	7524
2016 Q4	–	Sell	-99,749	Closed	-$2.01M	–	9904
2016 Q3	$2.01M	Buy	+99,749	New	+$2.01M	﹤0.01%	3568

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

IFG

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

Jeff Yass's MFLX Position: Q2 2026 in Review

Jeff Yass sold out of First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF (MFLX) in Q2 2026, closing a stake of 37,404 shares — an estimated $627K sold.

Jeff Yass first reported a position in MFLX in Q3 2016 and held it in 27 quarters. The position peaked at $2.01M in Q3 2016. 23 funds tracked by Wall St. Rank hold MFLX as of Q2 2026.

Jeff Yass reported no remaining First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF position as of Q2 2026 after selling out during the quarter.
Jeff Yass sold 37,404 First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF shares in Q2 2026, an estimated $627K.
Jeff Yass first reported a position in First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF in Q3 2016 and held it in 27 quarters.
Jeff Yass's First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF position peaked at $2.01M in Q3 2016.
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 Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.