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

Atria Wealth Solutions’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
2025
Q2 		– Sell
-30,392
Closed -$1.02M – 1469
2025
Q1 		$1.02M Buy
30,392
+5,527
+22% +$193K 0.01% 887
2024
Q4 		$859K Buy
+24,865
New +$870K 0.01% 988

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
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $6.54B AUM
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

Atria Wealth Solutions's AFLG Position: Q2 2025 in Review

Atria Wealth Solutions sold out of First Trust Active Factor Large Cap ETF (AFLG) in Q2 2025, closing a stake of 30,392 shares — an estimated $1.02M sold.

Atria Wealth Solutions first reported a position in AFLG in Q4 2024 and held it in 2 quarters. The position peaked at $1.02M in Q1 2025. 84 funds tracked by Wall St. Rank hold AFLG as of Q2 2025.

  • Atria Wealth Solutions reported no remaining First Trust Active Factor Large Cap ETF position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 30,392 First Trust Active Factor Large Cap ETF shares in Q2 2025, an estimated $1.02M.
  • Atria Wealth Solutions first reported a position in First Trust Active Factor Large Cap ETF in Q4 2024 and held it in 2 quarters.
  • Atria Wealth Solutions's First Trust Active Factor Large Cap ETF position peaked at $1.02M in Q1 2025.
  • 84 funds tracked by Wall St. Rank held First Trust Active Factor Large Cap ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.