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

UBS Group’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	-148	Closed	-$2.52K	–	10905
2025 Q4	$2.52K	Sell	148 -803	-84%	-$13.7K	﹤0.01%	9292
2025 Q3	$16.1K	Buy	+951	New	+$15.8K	﹤0.01%	8294
2025 Q2	–	Sell	-18	Closed	-$305	–	10617
2025 Q1	$305	Sell	18 -979	-98%	-$16.7K	﹤0.01%	9835
2024 Q4	$17K	Buy	+997	New	+$17.2K	﹤0.01%	7985
2024 Q3	–	Sell	-622	Closed	-$10.6K	–	9852
2024 Q2	$10.6K	Buy	622 +452	+266%	+$7.63K	﹤0.01%	7683
2024 Q1	$2.88K	Buy	170 +145	+580%	+$2.46K	﹤0.01%	7816
2023 Q4	$427	Sell	25 -25	-50%	-$403	﹤0.01%	8662
2023 Q3	$787	Sell	50 -331	-87%	-$5.39K	﹤0.01%	8276
2023 Q2	$6.3K	Buy	+381	New	+$6.32K	﹤0.01%	7376
2023 Q1	–	Sell	-1,135	Closed	-$18.5K	–	10046
2022 Q4	$18.5K	Sell	1,135 -9,238	-89%	-$148K	﹤0.01%	7736
2022 Q3	$162K	Buy	10,373 +9,176	+767%	+$154K	﹤0.01%	5273
2022 Q2	$20K	Sell	1,197 -478	-29%	-$8.09K	﹤0.01%	6871
2022 Q1	$30K	Buy	+1,675	New	+$32K	﹤0.01%	7004
2021 Q3	–	Sell	-40	Closed	-$1K	–	9857
2021 Q2	$1K	Buy	+40	New	+$835	﹤0.01%	9162
2020 Q3	–	Sell	-867	Closed	-$16K	–	8252
2020 Q2	$16K	Sell	867 -163	-16%	-$2.92K	﹤0.01%	6695
2020 Q1	$19K	Buy	+1,030	New	+$19.8K	﹤0.01%	6532
2019 Q3	–	Sell	-280	Closed	-$5K	–	8145
2019 Q2	$5K	Sell	280 -1,377	-83%	-$25.7K	﹤0.01%	7379
2019 Q1	$31K	Buy	1,657 +1,012	+157%	+$18.2K	﹤0.01%	5916
2018 Q4	$11K	Sell	645 -4,548	-88%	-$78.2K	﹤0.01%	7187
2018 Q3	$91K	Buy	5,193 +949	+22%	+$16.9K	﹤0.01%	5672
2018 Q2	$76K	Sell	4,244 -1,110	-21%	-$19.8K	﹤0.01%	5646
2018 Q1	$95K	Buy	5,354 +4,114	+332%	+$74.6K	﹤0.01%	5249
2017 Q4	$23K	Sell	1,240 -2,964	-71%	-$55.8K	﹤0.01%	6448
2017 Q3	$80K	Buy	+4,204	New	+$80.5K	﹤0.01%	5465

Other funds holding MFLX

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

KWA

Kingswood Wealth Advisors San Diego, California $2.11B AUM 27.11% 1-Year Est. Return

BWA

BlueChip Wealth Advisors Milton, Georgia $228M AUM 16.3% 1-Year Est. Return

Hedeker Wealth Lincolnshire, Illinois $474M AUM 41.25% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

UBS Group's MFLX Position: Q1 2026 in Review

UBS Group sold out of First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF (MFLX) in Q1 2026, closing a stake of 148 shares — an estimated $2.52K sold.

UBS Group first reported a position in MFLX in Q3 2017 and held it in 24 quarters. The position peaked at $162K in Q3 2022. 23 funds tracked by Wall St. Rank hold MFLX as of Q1 2026.

UBS Group 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.
UBS Group sold 148 First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF shares in Q1 2026, an estimated $2.52K.
UBS Group first reported a position in First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF in Q3 2017 and held it in 24 quarters.
UBS Group's First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF position peaked at $162K in Q3 2022.
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 UBS Group's 13F filing for Q1 2026, filed 5 May 2026.