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

QP Wealth Management’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
2022 Q4	–	Sell	-22,590	Closed	-$356K	–	79
2022 Q3	$356K	Buy	22,590 +3,790	+20%	+$63.8K	0.51%	40
2022 Q2	$313K	Hold	18,800	–	–	0.43%	49
2022 Q1	$340K	Sell	18,800 -400	-2%	-$7.63K	0.38%	49
2021 Q4	$406K	Sell	19,200 -800	-4%	-$16.7K	0.43%	48
2021 Q3	$417K	Hold	20,000	–	–	0.45%	45
2021 Q2	$427K	Buy	20,000 +3,300	+20%	+$68.8K	0.44%	46
2021 Q1	$339K	Buy	16,700 +307	+2%	+$6.21K	0.37%	47
2020 Q4	$332K	Buy	16,393 +3,736	+30%	+$73K	0.37%	46
2020 Q3	$241K	Buy	+12,657	New	+$243K	0.31%	53
2020 Q2	–	Sell	-10,970	Closed	-$194K	–	64
2020 Q1	$194K	Buy	+10,970	New	+$211K	0.28%	58

Other funds holding MFLX

CIAS

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

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

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BAM

Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return

QP Wealth Management's MFLX Position: Q4 2022 in Review

QP Wealth Management sold out of First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF (MFLX) in Q4 2022, closing a stake of 22,590 shares — an estimated $356K sold.

QP Wealth Management first reported a position in MFLX in Q1 2020 and held it in 10 quarters. The position peaked at $427K in Q2 2021. 13 funds tracked by Wall St. Rank hold MFLX as of Q4 2022.

QP Wealth Management reported no remaining First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF position as of Q4 2022 after selling out during the quarter.
QP Wealth Management sold 22,590 First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF shares in Q4 2022, an estimated $356K.
QP Wealth Management first reported a position in First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF in Q1 2020 and held it in 10 quarters.
QP Wealth Management's First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF position peaked at $427K in Q2 2021.
13 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF as of Q4 2022.

Based on QP Wealth Management's 13F filing for Q4 2022, filed 17 Jan 2023.