Clearstead Advisors’s First Trust Flexible Income ETF FFLX Stock Holding History

Clearstead Advisors’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	$27K	Buy	+2,875	New	+$27.6K	﹤0.01%	1642

Other funds holding FFLX

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

Beverly Hills Private Wealth Beverly Hills, California $579M AUM 18.25% 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

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

ASG

Advisory Solutions Group Plymouth, Minnesota $472M AUM

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return

Clearstead Advisors's FFLX Position: Q3 2026 in Review

Clearstead Advisors opened a new position in First Trust Flexible Income ETF (FFLX) in Q3 2026: 2,875 shares worth $27K. The stake represents ﹤0.01% of the portfolio and ranks #1642 among its holdings.

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

Clearstead Advisors held 2,875 shares of First Trust Flexible Income ETF worth $27K as of Q3 2026.
First Trust Flexible Income ETF was a new Clearstead Advisors position in Q3 2026.
First Trust Flexible Income ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q3 2026, its #1642 holding.
29 funds tracked by Wall St. Rank held First Trust Flexible Income ETF as of Q3 2026.

Based on Clearstead Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.