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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 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 $298M AUM 13.5% 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

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. 24 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.
24 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.