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

ORG Partners’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
2025 Q3	–	Sell	-2,500	Closed	-$41.4K	–	1641
2025 Q2	$41.4K	Hold	2,500	–	–	0.01%	592
2025 Q1	$42.5K	Hold	2,500	–	–	0.01%	522
2024 Q4	$42.6K	Sell	2,500 -1,100	-31%	-$19K	0.01%	593
2024 Q3	$62.9K	Buy	+3,600	New	+$62.2K	0.01%	471

Other funds holding MFLX

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return

BWA

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

Hedeker Wealth Lincolnshire, Illinois $545M AUM 27.48% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

ORG Partners's MFLX Position: Q3 2025 in Review

ORG Partners sold out of First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF (MFLX) in Q3 2025, closing a stake of 2,500 shares — an estimated $41.4K sold.

ORG Partners first reported a position in MFLX in Q3 2024 and held it in 4 quarters. The position peaked at $62.9K in Q3 2024. 24 funds tracked by Wall St. Rank hold MFLX as of Q3 2025.

ORG Partners reported no remaining First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF position as of Q3 2025 after selling out during the quarter.
ORG Partners sold 2,500 First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF shares in Q3 2025, an estimated $41.4K.
ORG Partners first reported a position in First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF in Q3 2024 and held it in 4 quarters.
ORG Partners's First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF position peaked at $62.9K in Q3 2024.
24 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF as of Q3 2025.

Based on ORG Partners's 13F filing for Q3 2025, filed 24 Oct 2025.