Pinnacle Wealth Planning Services’s First Trust Flexible Income ETF FFLX Stock Holding History

Pinnacle Wealth Planning Services’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	$15.6K	Buy	+1,664	New	+$16K	﹤0.01%	1898

Other funds holding FFLX

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

IAIM

International Assets Investment Management Orlando, Florida $1.68B AUM 22.33% 1-Year Est. Return

ASG

Advisory Solutions Group Plymouth, Minnesota $472M AUM

Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return

SeaCrest Wealth Management Purchase, New York $883M AUM 33.97% 1-Year Est. Return

NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return

Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return

NBC Securities Birmingham, Alabama $1.47B AUM 20.38% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Pinnacle Wealth Planning Services's FFLX Position: Q3 2026 in Review

Pinnacle Wealth Planning Services opened a new position in First Trust Flexible Income ETF (FFLX) in Q3 2026: 1,664 shares worth $15.6K. The stake represents ﹤0.01% of the portfolio and ranks #1898 among its holdings.

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

Pinnacle Wealth Planning Services held 1,664 shares of First Trust Flexible Income ETF worth $15.6K as of Q3 2026.
First Trust Flexible Income ETF was a new Pinnacle Wealth Planning Services position in Q3 2026.
First Trust Flexible Income ETF made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #1898 holding.
15 funds tracked by Wall St. Rank held First Trust Flexible Income ETF as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.