Beverly Hills Private Wealth’s First Trust Flexible Income ETF FFLX Stock Holding History

Beverly Hills Private Wealth’s Portfolio FFLX Stock Details FFLX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.16M	Buy	+123,226	New	+$1.18M	0.2%	107

Other funds holding FFLX

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Hourglass Capital Houston, Texas $488M AUM 24.3% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

Shufro Rose & Co New York $1.56B AUM 25.88% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Beverly Hills Private Wealth's FFLX Position: Q3 2026 in Review

Beverly Hills Private Wealth opened a new position in First Trust Flexible Income ETF (FFLX) in Q3 2026: 123,226 shares worth $1.16M. The stake represents 0.2% of the portfolio and ranks #107 among its holdings.

45 funds tracked by Wall St. Rank hold FFLX as of Q3 2026.

Beverly Hills Private Wealth held 123,226 shares of First Trust Flexible Income ETF worth $1.16M as of Q3 2026.
First Trust Flexible Income ETF was a new Beverly Hills Private Wealth position in Q3 2026.
First Trust Flexible Income ETF made up 0.2% of Beverly Hills Private Wealth's portfolio in Q3 2026, its #107 holding.
45 funds tracked by Wall St. Rank held First Trust Flexible Income ETF as of Q3 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q3 2026, filed 4 Nov 2026.