AAS
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Avantax Advisory Services’s First Trust Active Factor Large Cap ETF AFLG Stock Holding History

Avantax Advisory Services’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
Q1 		– Sell
-15,693
Closed -$542K – 2229
2024
Q4 		$542K Buy
+15,693
New +$549K ﹤0.01% 1389

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AssetMark Inc
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Cetera Investment Advisers
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MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
IWM
Iams Wealth Management Omaha, Nebraska $332M AUM 18.77% 1-Year Est. Return

Avantax Advisory Services's AFLG Position: Q1 2025 in Review

Avantax Advisory Services sold out of First Trust Active Factor Large Cap ETF (AFLG) in Q1 2025, closing a stake of 15,693 shares — an estimated $542K sold.

Avantax Advisory Services first reported a position in AFLG in Q4 2024 and held it in 1 quarter. The position peaked at $542K in Q4 2024. 70 funds tracked by Wall St. Rank hold AFLG as of Q1 2025.

  • Avantax Advisory Services reported no remaining First Trust Active Factor Large Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Avantax Advisory Services sold 15,693 First Trust Active Factor Large Cap ETF shares in Q1 2025, an estimated $542K.
  • Avantax Advisory Services first reported a position in First Trust Active Factor Large Cap ETF in Q4 2024 and held it in 1 quarter.
  • Avantax Advisory Services's First Trust Active Factor Large Cap ETF position peaked at $542K in Q4 2024.
  • 70 funds tracked by Wall St. Rank held First Trust Active Factor Large Cap ETF as of Q1 2025.

Based on Avantax Advisory Services's 13F filing for Q1 2025, filed 6 May 2025.