Boyce & Associates Wealth Consulting’s First Trust Active Factor Large Cap ETF AFLG Stock Holding History

Boyce & Associates Wealth Consulting’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 Q3	$4.16M	Buy	94,244 +8,680	+10%	+$385K	2.53%	15
2026 Q2	$3.72M	Buy	85,564 +2,559	+3%	+$109K	2.58%	11
2026 Q1	$3.2M	Buy	83,005 +15,866	+24%	+$632K	2.43%	10
2025 Q4	$2.63M	Sell	67,139 -93	-0.1%	-$3.63K	2.2%	12
2025 Q3	$2.61M	Buy	67,232 +13,419	+25%	+$502K	2.14%	12
2025 Q2	$1.96M	Buy	53,813 +10,178	+23%	+$346K	1.79%	14
2025 Q1	$1.47M	Buy	43,635 +6,186	+17%	+$216K	1.47%	15
2024 Q4	$1.29M	Buy	37,449 +14,603	+64%	+$511K	1.31%	16
2024 Q3	$780K	Buy	22,846 +2,714	+13%	+$88K	0.81%	26
2024 Q2	$636K	Buy	+20,132	New	+$617K	0.75%	29

Other funds holding AFLG

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $7.73B AUM 29.41% 1-Year Est. Return

Spectrum Wealth Advisory Group Granite Bay, California $354M AUM 15.64% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Boyce & Associates Wealth Consulting's AFLG Position: Q3 2026 in Review

Boyce & Associates Wealth Consulting increased its First Trust Active Factor Large Cap ETF (AFLG) stake by 10% in Q3 2026, buying an estimated $385K and bringing the position to 94,244 shares worth $4.16M. The position accounts for 2.53% of the portfolio, ranked #15.

Boyce & Associates Wealth Consulting first reported a position in AFLG in Q2 2024 and has held it in 10 quarters since. 69 funds tracked by Wall St. Rank hold AFLG as of Q3 2026.

Boyce & Associates Wealth Consulting held 94,244 shares of First Trust Active Factor Large Cap ETF worth $4.16M as of Q3 2026.
Boyce & Associates Wealth Consulting bought 8,680 First Trust Active Factor Large Cap ETF shares in Q3 2026, an estimated $385K.
First Trust Active Factor Large Cap ETF made up 2.53% of Boyce & Associates Wealth Consulting's portfolio in Q3 2026, its #15 holding.
Boyce & Associates Wealth Consulting first reported a position in First Trust Active Factor Large Cap ETF in Q2 2024 and has held it in 10 quarters since.
69 funds tracked by Wall St. Rank held First Trust Active Factor Large Cap ETF as of Q3 2026.

Based on Boyce & Associates Wealth Consulting's 13F filing for Q3 2026, filed 14 Oct 2026.