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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

HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BWA
BlueChip Wealth Advisors Milton, Georgia $228M AUM 16.3% 1-Year Est. Return
HW
Hedeker Wealth Lincolnshire, Illinois $474M AUM 41.25% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.37B AUM 20.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 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.