Shufro Rose & Co’s First Trust Flexible Income ETF FFLX Stock Holding History

Shufro Rose & Co’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	$599K	Buy	+63,800	New	+$612K	0.04%	119

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

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

UHLMANN PRICE SECURITIES Skokie, Illinois $1.86B AUM 66.72% 1-Year Est. Return

Shufro Rose & Co's FFLX Position: Q3 2026 in Review

Shufro Rose & Co opened a new position in First Trust Flexible Income ETF (FFLX) in Q3 2026: 63,800 shares worth $599K. The stake represents 0.04% of the portfolio and ranks #119 among its holdings.

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

Shufro Rose & Co held 63,800 shares of First Trust Flexible Income ETF worth $599K as of Q3 2026.
First Trust Flexible Income ETF was a new Shufro Rose & Co position in Q3 2026.
First Trust Flexible Income ETF made up 0.04% of Shufro Rose & Co's portfolio in Q3 2026, its #119 holding.
28 funds tracked by Wall St. Rank held First Trust Flexible Income ETF as of Q3 2026.

Based on Shufro Rose & Co's 13F filing for Q3 2026, filed 10 Nov 2026.