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

Simplicity Wealth’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
2024 Q2	–	Sell	-29,000	Closed	-$492K	–	1283
2024 Q1	$492K	Buy	+29,000	New	+$492K	0.01%	739

Other funds holding MFLX

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

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

BWA

BlueChip Wealth Advisors Milton, Georgia $264M AUM 19.8% 1-Year Est. Return

Hedeker Wealth Lincolnshire, Illinois $524M AUM 36.83% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

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

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

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

Simplicity Wealth's MFLX Position: Q2 2024 in Review

Simplicity Wealth sold out of First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF (MFLX) in Q2 2024, closing a stake of 29,000 shares — an estimated $492K sold.

Simplicity Wealth first reported a position in MFLX in Q1 2024 and held it in 1 quarter. The position peaked at $492K in Q1 2024. 17 funds tracked by Wall St. Rank hold MFLX as of Q2 2024.

Simplicity Wealth reported no remaining First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF position as of Q2 2024 after selling out during the quarter.
Simplicity Wealth sold 29,000 First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF shares in Q2 2024, an estimated $492K.
Simplicity Wealth first reported a position in First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF in Q1 2024 and held it in 1 quarter.
Simplicity Wealth's First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF position peaked at $492K in Q1 2024.
17 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF as of Q2 2024.

Based on Simplicity Wealth's 13F filing for Q2 2024, filed 10 Jul 2024.