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First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF

19 hedge funds and large institutions have $6.7M invested in First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF in 2024 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 5 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

19% more funds holding

Funds holding: 1619 (+3)

2.17% more ownership

Funds ownership: 44.09%46.26% (+2.2%)

0% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 5

3% less capital invested

Capital invested by funds: $6.93M → $6.7M (-$228K)

Holders
19
Holders Change
+3
Holders Change %
+18.75%
% of All Funds
0.25%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
5
Reduced
5
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HI
1
Harbour Investments
Wisconsin
$1.96M -$484K -28,020 -20%
KAS
2
Kestra Advisory Services
Texas
$760K +$158K +9,124 +26%
BWA
3
BlueChip Wealth Advisors
Georgia
$552K
BEI
4
Benjamin Edwards Inc
Missouri
$413K +$7.39K +428 +2%
HW
5
Hedeker Wealth
Illinois
$380K +$4.75K +275 +1%
KWA
6
Kingswood Wealth Advisors
California
$363K +$368K +21,287 New
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$356K -$6.95K -402 -2%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$350K -$2.04K -118 -0.6%
CIAS
9
Capital Investment Advisory Services
North Carolina
$344K -$9.33K -540 -3%
IFG
10
Independent Financial Group
California
$315K
Osaic Holdings
11
Osaic Holdings
Arizona
$291K +$3.73K +216 +1%
ATPW
12
Ashton Thomas Private Wealth
Arizona
$253K +$257K +14,848 New
IAIM
13
International Assets Investment Management
Florida
$187K +$189K +10,967 New
CAL
14
Capital Analysts LLC
Pennsylvania
$88K
OP
15
ORG Partners
Indiana
$42.6K -$19K -1,100 -31%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$26K
UBS Group
17
UBS Group
Switzerland
$17K +$17.2K +997 New
DFA
18
DHJJ Financial Advisors
Illinois
$171
Morgan Stanley
19
Morgan Stanley
New York
$41 +$17 +1 +100%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
-$551K -31,568 Closed

MFLX Hedge Fund Activity: Q4 2024 in Review

19 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF (MFLX) for Q4 2024, worth a combined $6.7M — down 3.3% from $6.93M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new MFLX positions and 1 closed out — a net gain of 3 holders — while 5 added to existing stakes and 5 trimmed.

The largest buyer was Kingswood Wealth Advisors, opening a new position worth an estimated $368K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $551K sold.

  • 19 institutional investors held First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF (MFLX) as of Q4 2024, up from 16 in Q3 2024.
  • Funds reported $6.7M of First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF stock for Q4 2024, down 3.3% quarter-over-quarter.
  • 4 funds opened new First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF positions in Q4 2024 and 1 closed out, a net change of +3 holders.
  • The largest First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF buyer in Q4 2024 was Kingswood Wealth Advisors, an estimated $368K added.
  • The largest First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF seller in Q4 2024 was Susquehanna International Group, an estimated $551K sold.

Based on aggregated 13F filings for Q4 2024.