AssetMark Inc’s First Trust Active Factor Large Cap ETF AFLG Stock Holding History

AssetMark Inc’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	$18.8M	Buy	432,914 +21,206	+5%	+$900K	0.03%	375
2026 Q1	$15.9M	Buy	411,708 +104,214	+34%	+$4.15M	0.03%	377
2025 Q4	$12M	Buy	307,494 +12,768	+4%	+$498K	0.02%	451
2025 Q3	$11.4M	Buy	294,726 +10,918	+4%	+$408K	0.02%	415
2025 Q2	$10.3M	Buy	283,808 +56,723	+25%	+$1.93M	0.02%	398
2025 Q1	$7.65M	Buy	227,085 +67,730	+43%	+$2.36M	0.02%	409
2024 Q4	$5.5M	Buy	+159,355	New	+$5.57M	0.01%	485

Other funds holding AFLG

SFO

Stenger Family Office Naperville, Illinois $629M AUM 25.67% 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

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

MOS

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

AssetMark Inc's AFLG Position: Q2 2026 in Review

AssetMark Inc increased its First Trust Active Factor Large Cap ETF (AFLG) stake by 5.2% in Q2 2026, buying an estimated $900K and bringing the position to 432,914 shares worth $18.8M. The position accounts for 0.03% of the portfolio, ranked #375.

AssetMark Inc first reported a position in AFLG in Q4 2024 and has held it in 7 quarters since. 53 funds tracked by Wall St. Rank hold AFLG as of Q2 2026.

AssetMark Inc held 432,914 shares of First Trust Active Factor Large Cap ETF worth $18.8M as of Q2 2026.
AssetMark Inc bought 21,206 First Trust Active Factor Large Cap ETF shares in Q2 2026, an estimated $900K.
First Trust Active Factor Large Cap ETF made up 0.03% of AssetMark Inc's portfolio in Q2 2026, its #375 holding.
AssetMark Inc first reported a position in First Trust Active Factor Large Cap ETF in Q4 2024 and has held it in 7 quarters since.
53 funds tracked by Wall St. Rank held First Trust Active Factor Large Cap ETF as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.