Capital Investment Advisory Services’s First Trust Active Factor Large Cap ETF AFLG Stock Holding History

Capital Investment 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
2026 Q1	$57.1K	Buy	1,481 +177	+14%	+$7.05K	﹤0.01%	835
2025 Q4	$51K	Buy	1,304 +804	+161%	+$31.3K	﹤0.01%	825
2025 Q3	$19.4K	Hold	500	–	–	﹤0.01%	907
2025 Q2	$18.2K	Hold	500	–	–	﹤0.01%	885
2025 Q1	$16.8K	Hold	500	–	–	﹤0.01%	827
2024 Q4	$17.3K	Hold	500	–	–	﹤0.01%	767
2024 Q3	$17.1K	Hold	500	–	–	﹤0.01%	809
2024 Q2	$15.8K	Hold	500	–	–	﹤0.01%	788
2024 Q1	$15.5K	Hold	500	–	–	﹤0.01%	783
2023 Q4	$13.7K	Hold	500	–	–	﹤0.01%	806
2023 Q3	$12.3K	Hold	500	–	–	﹤0.01%	777
2023 Q2	$12.7K	Hold	500	–	–	﹤0.01%	735
2023 Q1	$12K	Hold	500	–	–	﹤0.01%	721
2022 Q4	$11.6K	Hold	500	–	–	﹤0.01%	737
2022 Q3	$11K	Hold	500	–	–	﹤0.01%	684
2022 Q2	$11K	Hold	500	–	–	﹤0.01%	705
2022 Q1	$13K	Hold	500	–	–	﹤0.01%	720
2021 Q4	$14K	Hold	500	–	–	﹤0.01%	703
2021 Q3	$13K	Hold	500	–	–	﹤0.01%	659
2021 Q2	$13K	Hold	500	–	–	﹤0.01%	688
2021 Q1	$12K	Hold	500	–	–	﹤0.01%	644
2020 Q4	$11K	Hold	500	–	–	﹤0.01%	612
2020 Q3	$10K	Hold	500	–	–	﹤0.01%	545
2020 Q2	$9K	Buy	+500	New	+$8.94K	﹤0.01%	485

Other funds holding AFLG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

AAP

Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return

SFO

Stenger Family Office Naperville, Illinois $629M AUM 25.67% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

PFS

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

Capital Investment Advisory Services's AFLG Position: Q1 2026 in Review

Capital Investment Advisory Services increased its First Trust Active Factor Large Cap ETF (AFLG) stake by 14% in Q1 2026, buying an estimated $7.05K and bringing the position to 1,481 shares worth $57.1K. The position accounts for ﹤0.01% of the portfolio, ranked #835.

Capital Investment Advisory Services first reported a position in AFLG in Q2 2020 and has held it in 24 quarters since. 109 funds tracked by Wall St. Rank hold AFLG as of Q1 2026.

Capital Investment Advisory Services held 1,481 shares of First Trust Active Factor Large Cap ETF worth $57.1K as of Q1 2026.
Capital Investment Advisory Services bought 177 First Trust Active Factor Large Cap ETF shares in Q1 2026, an estimated $7.05K.
First Trust Active Factor Large Cap ETF made up ﹤0.01% of Capital Investment Advisory Services's portfolio in Q1 2026, its #835 holding.
Capital Investment Advisory Services first reported a position in First Trust Active Factor Large Cap ETF in Q2 2020 and has held it in 24 quarters since.
109 funds tracked by Wall St. Rank held First Trust Active Factor Large Cap ETF as of Q1 2026.

Based on Capital Investment Advisory Services's 13F filing for Q1 2026, filed 5 May 2026.