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Patriot Financial Group Insurance Agency’s First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF MFLX Stock Holding History

Patriot Financial Group Insurance Agency’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 		– Sell
-1,058
Closed -$21K – 1397
2019
Q3 		$21K Sell
1,058
-579
-35% -$11.2K 0.01% 635
2019
Q2 		$31K Buy
1,637
+114
+7% +$2.13K 0.01% 535
2019
Q1 		$28K Buy
+1,523
New +$27.4K 0.01% 487

Other funds holding MFLX

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LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 28.91% 1-Year Est. Return
IA
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
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

Patriot Financial Group Insurance Agency's MFLX Position: Q4 2019 in Review

Patriot Financial Group Insurance Agency sold out of First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF (MFLX) in Q4 2019, closing a stake of 1,058 shares — an estimated $21K sold.

Patriot Financial Group Insurance Agency first reported a position in MFLX in Q1 2019 and held it in 3 quarters. The position peaked at $31K in Q2 2019. 8 funds tracked by Wall St. Rank hold MFLX as of Q4 2019.

  • Patriot Financial Group Insurance Agency reported no remaining First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF position as of Q4 2019 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 1,058 First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF shares in Q4 2019, an estimated $21K.
  • Patriot Financial Group Insurance Agency first reported a position in First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF in Q1 2019 and held it in 3 quarters.
  • Patriot Financial Group Insurance Agency's First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF position peaked at $31K in Q2 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 Patriot Financial Group Insurance Agency's 13F filing for Q4 2019, filed 22 Jan 2020.