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 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

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

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

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Boyce & Associates Wealth Consulting's AFLG Position: Q2 2026 in Review

Boyce & Associates Wealth Consulting increased its First Trust Active Factor Large Cap ETF (AFLG) stake by 3.1% in Q2 2026, buying an estimated $109K and bringing the position to 85,564 shares worth $3.72M. The position accounts for 2.58% of the portfolio, ranked #11.

Boyce & Associates Wealth Consulting first reported a position in AFLG in Q2 2024 and has held it in 9 quarters since. 52 funds tracked by Wall St. Rank hold AFLG as of Q2 2026.

Boyce & Associates Wealth Consulting held 85,564 shares of First Trust Active Factor Large Cap ETF worth $3.72M as of Q2 2026.
Boyce & Associates Wealth Consulting bought 2,559 First Trust Active Factor Large Cap ETF shares in Q2 2026, an estimated $109K.
First Trust Active Factor Large Cap ETF made up 2.58% of Boyce & Associates Wealth Consulting's portfolio in Q2 2026, its #11 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 9 quarters since.
52 funds tracked by Wall St. Rank held First Trust Active Factor Large Cap ETF as of Q2 2026.

Based on Boyce & Associates Wealth Consulting's 13F filing for Q2 2026, filed 23 Jul 2026.