BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF MFLX Stock Holding History

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’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 Q2	$64.3K	Hold	3,700	–	–	0.01%	871
2026 Q1	$62.1K	Hold	3,700	–	–	0.01%	909
2025 Q4	$62.9K	Hold	3,700	–	–	0.01%	928
2025 Q3	$62.6K	Hold	3,700	–	–	0.01%	867
2025 Q2	$61.3K	Hold	3,700	–	–	0.01%	842
2025 Q1	$62.6K	Hold	3,700	–	–	0.01%	860
2024 Q4	$63K	Hold	3,700	–	–	0.01%	799
2024 Q3	$64.6K	Buy	+3,700	New	+$64K	0.01%	843

Other funds holding MFLX

Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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

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

Pinnacle Financial Partners (Georgia) Atlanta, Georgia $14.7B AUM

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

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s MFLX Position: Q2 2026 in Review

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. held its First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF (MFLX) position steady in Q2 2026 at 3,700 shares worth $64.3K. The position accounts for 0.01% of the portfolio, ranked #871.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in MFLX in Q3 2024 and has held it in 8 quarters since. The position peaked at $64.6K in Q3 2024. 24 funds tracked by Wall St. Rank hold MFLX as of Q2 2026.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. held 3,700 shares of First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF worth $64.3K as of Q2 2026.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. left its First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF share count unchanged in Q2 2026.
First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF made up 0.01% of BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s portfolio in Q2 2026, its #871 holding.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF in Q3 2024 and has held it in 8 quarters since.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF position peaked at $64.6K in Q3 2024.
24 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF as of Q2 2026.

Based on BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s 13F filing for Q2 2026, filed 30 Oct 2026.