MCC
MFLX icon

Money Concepts Capital’s First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF MFLX Stock Holding History

Money Concepts Capital’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
Q1 		– Sell
-500
Closed -$8.13K – 1920
2022
Q4 		$8.13K Buy
+500
New +$8.01K ﹤0.01% 2115
2022
Q2 		– Sell
-8,025
Closed -$145K – 2148
2022
Q1 		$145K Buy
+8,025
New +$153K 0.01% 860

Other funds holding MFLX

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
HW
Hedeker Wealth Lincolnshire, Illinois $474M AUM 41.25% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Money Concepts Capital's MFLX Position: Q1 2023 in Review

Money Concepts Capital sold out of First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF (MFLX) in Q1 2023, closing a stake of 500 shares — an estimated $8.13K sold.

Money Concepts Capital first reported a position in MFLX in Q1 2022 and held it in 2 quarters. The position peaked at $145K in Q1 2022. 14 funds tracked by Wall St. Rank hold MFLX as of Q1 2023.

  • Money Concepts Capital reported no remaining First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 500 First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF shares in Q1 2023, an estimated $8.13K.
  • Money Concepts Capital first reported a position in First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF position peaked at $145K in Q1 2022.
  • 14 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.