AAS
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Asset Allocation Strategies’s First Trust Active Factor Large Cap ETF AFLG Stock Holding History

Asset Allocation Strategies’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
Q1 		$404K Sell
10,482
-1,248
-11% -$49.7K 0.07% 126
2025
Q4 		$459K Buy
11,730
+6,084
+108% +$237K 0.08% 115
2025
Q3 		$219K Buy
+5,646
New +$211K 0.04% 140

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 $109B AUM 21.36% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return
SFO
Stenger Family Office Naperville, Illinois $629M AUM 25.67% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

Asset Allocation Strategies's AFLG Position: Q1 2026 in Review

Asset Allocation Strategies reduced its First Trust Active Factor Large Cap ETF (AFLG) stake by 11% in Q1 2026, selling an estimated $49.7K and leaving 10,482 shares worth $404K. The position accounts for 0.07% of the portfolio, ranked #126.

Asset Allocation Strategies first reported a position in AFLG in Q3 2025 and has held it in 3 quarters since. The position peaked at $459K in Q4 2025. 109 funds tracked by Wall St. Rank hold AFLG as of Q1 2026.

  • Asset Allocation Strategies held 10,482 shares of First Trust Active Factor Large Cap ETF worth $404K as of Q1 2026.
  • Asset Allocation Strategies sold 1,248 First Trust Active Factor Large Cap ETF shares in Q1 2026, an estimated $49.7K.
  • First Trust Active Factor Large Cap ETF made up 0.07% of Asset Allocation Strategies's portfolio in Q1 2026, its #126 holding.
  • Asset Allocation Strategies first reported a position in First Trust Active Factor Large Cap ETF in Q3 2025 and has held it in 3 quarters since.
  • Asset Allocation Strategies's First Trust Active Factor Large Cap ETF position peaked at $459K in Q4 2025.
  • 109 funds tracked by Wall St. Rank held First Trust Active Factor Large Cap ETF as of Q1 2026.

Based on Asset Allocation Strategies's 13F filing for Q1 2026, filed 22 Apr 2026.