26 institutions reported holding $9.5M of FIRST TR EXCHANGE TRADED FD VIII FIRST TRUST FLEXIBLE MUNICIPAL HIGH INCOME ETF (MFLX) in SEC 13F filings for 2026-03-31. Largest institutional holders: HARBOUR INVESTMENTS, INC. ($1.7M), OSAIC HOLDINGS, INC. ($819,670), ENVESTNET ASSET MANAGEMENT INC ($798,044), Kestra Advisory Services, LLC ($774,336), Cetera Investment Advisers ($700,005). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | HARBOUR INVESTMENTS, INC. | $1.7M | 100,429 | Trimmed |
| 2 | OSAIC HOLDINGS, INC. | $819,670 | 48,877 | Added |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $798,044 | 47,574 | Added |
| 4 | Kestra Advisory Services, LLC | $774,336 | 46,160 | Added |
| 5 | Cetera Investment Advisers | $700,005 | 41,729 | Added |
| 6 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $627,448 | 37,404 | Added |
| 7 | KINGSWOOD WEALTH ADVISORS, LLC | $508,833 | 30,333 | Added |
| 8 | BlueChip Wealth Advisors LLC | $400,601 | 23,881 | Hold |
| 9 | Hedeker Wealth, LLC | $396,693 | 23,648 | Added |
| 10 | BENJAMIN EDWARDS INC | $330,711 | 19,715 | Trimmed |
| 11 | INDEPENDENT FINANCIAL GROUP, LLC | $301,948 | 18,000 | Hold |
| 12 | BDFS Capital LLC | $293,947 | 17,523 | Hold |
| 13 | RFG Advisory, LLC | $264,171 | 15,748 | Hold |
| 14 | Cambridge Investment Research Advisors, Inc. | $254,000 | 15,146 | Added |
| 15 | Pinnacle Financial Partners, Inc. | $238,841 | 14,237 | New |
| 16 | Beacon Pointe Advisors, LLC | $223,403 | 13,318 | Added |
| 17 | GOLDMAN SACHS GROUP INC | $201,299 | 12,000 | Hold |
| 18 | Capital Investment Advisory Services, LLC | $199,957 | 11,920 | Trimmed |
| 19 | Ashton Thomas Private Wealth, LLC | $170,869 | 10,186 | Hold |
| 20 | US BANCORP \DE\ | $145,002 | 8,644 | Hold |
| 21 | Capital Analysts, LLC | $132,000 | 7,874 | Hold |
| 22 | DHJJ Financial Advisors, Ltd. | $168 | 10 | Hold |
| 23 | MORGAN STANLEY | $44 | 2 | Added |
| 24 | UBS Group AG | $0 | 0 | Exited |
| 25 | SHP Wealth Management | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31