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

Kingswood Wealth 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
2026 Q2	$501K	Sell	28,833 -1,500	-5%	-$25.8K	0.02%	607
2026 Q1	$509K	Buy	30,333 +2,462	+9%	+$42.2K	0.02%	542
2025 Q4	$474K	Sell	27,871 -2,464	-8%	-$42K	0.02%	537
2025 Q3	$513K	Buy	30,335 +700	+2%	+$11.6K	0.03%	473
2025 Q2	$491K	Buy	29,635 +12,848	+77%	+$213K	0.04%	421
2025 Q1	$285K	Sell	16,787 -4,500	-21%	-$76.7K	0.03%	567
2024 Q4	$363K	Buy	+21,287	New	+$368K	0.03%	542

Other funds holding MFLX

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

BWA

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

IFG

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

BDFS Capital Rehoboth Beach, Delaware $230M AUM

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

CCFM

Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return

CIAS

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

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

Kingswood Wealth Advisors's MFLX Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF (MFLX) stake by 4.9% in Q2 2026, selling an estimated $25.8K and leaving 28,833 shares worth $501K. The position accounts for 0.02% of the portfolio, ranked #607.

Kingswood Wealth Advisors first reported a position in MFLX in Q4 2024 and has held it in 7 quarters since. The position peaked at $513K in Q3 2025. 13 funds tracked by Wall St. Rank hold MFLX as of Q2 2026.

Kingswood Wealth Advisors held 28,833 shares of First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF worth $501K as of Q2 2026.
Kingswood Wealth Advisors sold 1,500 First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF shares in Q2 2026, an estimated $25.8K.
First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF made up 0.02% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #607 holding.
Kingswood Wealth Advisors first reported a position in First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF in Q4 2024 and has held it in 7 quarters since.
Kingswood Wealth Advisors's First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF position peaked at $513K in Q3 2025.
13 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 Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.