SWM
MFLX icon

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

SHP 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
2026
Q1 		– Sell
-1,312
Closed -$22.3K – 1878
2025
Q4 		$22.3K Buy
+1,312
New +$22.3K ﹤0.01% 665

Other funds holding MFLX

HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return
BWA
BlueChip Wealth Advisors Milton, Georgia $264M AUM 19.8% 1-Year Est. Return
HW
Hedeker Wealth Lincolnshire, Illinois $524M AUM 36.83% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

SHP Wealth Management's MFLX Position: Q1 2026 in Review

SHP Wealth Management sold out of First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF (MFLX) in Q1 2026, closing a stake of 1,312 shares — an estimated $22.3K sold.

SHP Wealth Management first reported a position in MFLX in Q4 2025 and held it in 1 quarter. The position peaked at $22.3K in Q4 2025. 23 funds tracked by Wall St. Rank hold MFLX as of Q1 2026.

  • SHP Wealth Management reported no remaining First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF position as of Q1 2026 after selling out during the quarter.
  • SHP Wealth Management sold 1,312 First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF shares in Q1 2026, an estimated $22.3K.
  • SHP Wealth Management first reported a position in First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF in Q4 2025 and held it in 1 quarter.
  • SHP Wealth Management's First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF position peaked at $22.3K in Q4 2025.
  • 23 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.