AE Wealth Management’s First Trust Active Factor Large Cap ETF AFLG Stock Holding History

AE Wealth Management’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	$3.24M	Sell	74,653 -7,135	-9%	-$303K	0.02%	535
2026 Q1	$3.15M	Buy	81,788 +13,062	+19%	+$520K	0.02%	519
2025 Q4	$2.69M	Sell	68,726 -4,199	-6%	-$164K	0.02%	529
2025 Q3	$2.83M	Sell	72,925 -2,823	-4%	-$106K	0.02%	477
2025 Q2	$2.75M	Sell	75,748 -17,669	-19%	-$601K	0.02%	467
2025 Q1	$3.15M	Buy	93,417 +27,807	+42%	+$970K	0.03%	434
2024 Q4	$2.27M	Buy	+65,610	New	+$2.29M	0.02%	496

Other funds holding AFLG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KFS

Kirkwood Financial Services San Antonio, Texas $350M AUM

AE Wealth Management's AFLG Position: Q2 2026 in Review

AE Wealth Management reduced its First Trust Active Factor Large Cap ETF (AFLG) stake by 8.7% in Q2 2026, selling an estimated $303K and leaving 74,653 shares worth $3.24M. The position accounts for 0.02% of the portfolio, ranked #535.

AE Wealth Management first reported a position in AFLG in Q4 2024 and has held it in 7 quarters since. 132 funds tracked by Wall St. Rank hold AFLG as of Q2 2026.

AE Wealth Management held 74,653 shares of First Trust Active Factor Large Cap ETF worth $3.24M as of Q2 2026.
AE Wealth Management sold 7,135 First Trust Active Factor Large Cap ETF shares in Q2 2026, an estimated $303K.
First Trust Active Factor Large Cap ETF made up 0.02% of AE Wealth Management's portfolio in Q2 2026, its #535 holding.
AE Wealth Management first reported a position in First Trust Active Factor Large Cap ETF in Q4 2024 and has held it in 7 quarters since.
132 funds tracked by Wall St. Rank held First Trust Active Factor Large Cap ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.