Atria Investments’s First Trust Active Factor Large Cap ETF AFLG Stock Holding History

Atria Investments’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	$3.57M	Sell	82,181 -899	-1%	-$38.2K	0.04%	504
2026 Q1	$3.2M	Buy	83,080 +17,123	+26%	+$682K	0.04%	519
2025 Q4	$2.58M	Sell	65,957 -1,253	-2%	-$48.9K	0.03%	615
2025 Q3	$2.61M	Buy	67,210 +1,567	+2%	+$58.6K	0.03%	619
2025 Q2	$2.38M	Buy	65,643 +4,573	+7%	+$156K	0.03%	656
2025 Q1	$2.06M	Buy	61,070 +20,958	+52%	+$731K	0.03%	691
2024 Q4	$1.39M	Buy	+40,112	New	+$1.4M	0.02%	831

Other funds holding AFLG

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 20.89% 1-Year Est. Return

Atria Investments's AFLG Position: Q2 2026 in Review

Atria Investments reduced its First Trust Active Factor Large Cap ETF (AFLG) stake by 1.1% in Q2 2026, selling an estimated $38.2K and leaving 82,181 shares worth $3.57M. The position accounts for 0.04% of the portfolio, ranked #504.

Atria Investments 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.

Atria Investments held 82,181 shares of First Trust Active Factor Large Cap ETF worth $3.57M as of Q2 2026.
Atria Investments sold 899 First Trust Active Factor Large Cap ETF shares in Q2 2026, an estimated $38.2K.
First Trust Active Factor Large Cap ETF made up 0.04% of Atria Investments's portfolio in Q2 2026, its #504 holding.
Atria Investments 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 Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.