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

RFG Advisory’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
2026 Q2	$274K	Hold	15,748	–	–	﹤0.01%	968
2026 Q1	$264K	Hold	15,748	–	–	﹤0.01%	926
2025 Q4	$268K	Hold	15,748	–	–	0.01%	870
2025 Q3	$267K	Hold	15,748	–	–	0.01%	846
2025 Q2	$261K	Buy	+15,748	New	+$261K	0.01%	825

Other funds holding MFLX

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

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

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

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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

Pinnacle Financial Partners (Georgia) Atlanta, Georgia $14.7B AUM

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

RFG Advisory's MFLX Position: Q2 2026 in Review

RFG Advisory held its First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF (MFLX) position steady in Q2 2026 at 15,748 shares worth $274K. The position accounts for ﹤0.01% of the portfolio, ranked #968.

RFG Advisory first reported a position in MFLX in Q2 2025 and has held it in 5 quarters since. 24 funds tracked by Wall St. Rank hold MFLX as of Q2 2026.

RFG Advisory held 15,748 shares of First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF worth $274K as of Q2 2026.
RFG Advisory left its First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF share count unchanged in Q2 2026.
First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF made up ﹤0.01% of RFG Advisory's portfolio in Q2 2026, its #968 holding.
RFG Advisory first reported a position in First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF in Q2 2025 and has held it in 5 quarters since.
24 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF as of Q2 2026.

Based on RFG Advisory's 13F filing for Q2 2026, filed 15 Jul 2026.