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Action Point Financial Planning’s First Trust Active Factor Large Cap ETF AFLG Stock Holding History

Action Point Financial Planning’s Portfolio AFLG Stock Details AFLG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.25K Buy
+213
New +$9.04K ﹤0.01% 1498

Other funds holding AFLG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
SFO
Stenger Family Office Naperville, Illinois $629M AUM 25.67% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Action Point Financial Planning's AFLG Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in First Trust Active Factor Large Cap ETF (AFLG) in Q2 2026: 213 shares worth $9.25K. The stake represents ﹤0.01% of the portfolio and ranks #1498 among its holdings.

130 funds tracked by Wall St. Rank hold AFLG as of Q2 2026.

  • Action Point Financial Planning held 213 shares of First Trust Active Factor Large Cap ETF worth $9.25K as of Q2 2026.
  • First Trust Active Factor Large Cap ETF was a new Action Point Financial Planning position in Q2 2026.
  • First Trust Active Factor Large Cap ETF made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1498 holding.
  • 130 funds tracked by Wall St. Rank held First Trust Active Factor Large Cap ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.