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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
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
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $49B AUM 17.78% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.21B AUM 26.82% 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 $38.8B AUM 21.88% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.32B AUM 16.07% 1-Year Est. Return