CAWM
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Capital A Wealth Management’s First Trust Active Factor Large Cap ETF AFLG Stock Holding History

Capital A Wealth Management’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
-36
Closed -$1.24K – 714
2024
Q4 		$1.24K Buy
+36
New +$1.26K ﹤0.01% 535

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 22.9% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
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

Capital A Wealth Management's AFLG Position: Q1 2025 in Review

Capital A Wealth Management sold out of First Trust Active Factor Large Cap ETF (AFLG) in Q1 2025, closing a stake of 36 shares — an estimated $1.24K sold.

Capital A Wealth Management first reported a position in AFLG in Q4 2024 and held it in 1 quarter. The position peaked at $1.24K in Q4 2024. 70 funds tracked by Wall St. Rank hold AFLG as of Q1 2025.

  • Capital A Wealth Management reported no remaining First Trust Active Factor Large Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 36 First Trust Active Factor Large Cap ETF shares in Q1 2025, an estimated $1.24K.
  • Capital A Wealth Management first reported a position in First Trust Active Factor Large Cap ETF in Q4 2024 and held it in 1 quarter.
  • Capital A Wealth Management's First Trust Active Factor Large Cap ETF position peaked at $1.24K in Q4 2024.
  • 70 funds tracked by Wall St. Rank held First Trust Active Factor Large Cap ETF as of Q1 2025.

Based on Capital A Wealth Management's 13F filing for Q1 2025, filed 2 May 2025.