Ladenburg Thalmann Financial Services’s First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF MFLX Stock Holding History

Ladenburg Thalmann Financial Services’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
2019 Q4	$232K	Sell	11,599 -2,826	-20%	-$54.8K	﹤0.01%	2393
2019 Q3	$281K	Buy	14,425 +8,725	+153%	+$169K	﹤0.01%	2224
2019 Q2	$108K	Buy	5,700 +5,300	+1,325%	+$99K	﹤0.01%	2918
2019 Q1	$7K	Hold	400	–	–	﹤0.01%	4534
2018 Q4	$7K	Hold	400	–	–	﹤0.01%	4456
2018 Q3	$7K	Hold	400	–	–	﹤0.01%	4448
2018 Q2	$7K	Hold	400	–	–	﹤0.01%	4439
2018 Q1	$7K	Hold	400	–	–	﹤0.01%	4439
2017 Q4	$7K	Hold	400	–	–	﹤0.01%	4377
2017 Q3	$8K	Hold	400	–	–	﹤0.01%	4181
2017 Q2	$8K	Buy	+400	New	+$7.55K	﹤0.01%	4135

Other funds holding MFLX

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

TCWM

Total Clarity Wealth Management St. Charles, Illinois $515M AUM 27.37% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CIAS

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

Ladenburg Thalmann Financial Services's MFLX Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services reduced its First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF (MFLX) stake by 20% in Q4 2019, selling an estimated $54.8K and leaving 11,599 shares worth $232K. The position accounts for ﹤0.01% of the portfolio, ranked #2393.

Ladenburg Thalmann Financial Services first reported a position in MFLX in Q2 2017 and has held it in 11 quarters since. The position peaked at $281K in Q3 2019. 8 funds tracked by Wall St. Rank hold MFLX as of Q4 2019.

Ladenburg Thalmann Financial Services held 11,599 shares of First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF worth $232K as of Q4 2019.
Ladenburg Thalmann Financial Services sold 2,826 First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF shares in Q4 2019, an estimated $54.8K.
First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #2393 holding.
Ladenburg Thalmann Financial Services first reported a position in First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF in Q2 2017 and has held it in 11 quarters since.
Ladenburg Thalmann Financial Services's First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF position peaked at $281K in Q3 2019.
8 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.