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Ceera Investments’s First Trust Active Factor Large Cap ETF AFLG Stock Holding History

Ceera Investments’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 		$341K Buy
7,849
+1,360
+21% +$57.7K 0.14% 75
2026
Q1 		$250K Sell
6,489
-2
-0% -$80 0.11% 84
2025
Q4 		$254K Buy
+6,491
New +$253K 0.1% 79

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
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return
AssetMark Inc
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KFS
Kirkwood Financial Services San Antonio, Texas $350M AUM 20.89% 1-Year Est. Return

Ceera Investments's AFLG Position: Q2 2026 in Review

Ceera Investments increased its First Trust Active Factor Large Cap ETF (AFLG) stake by 21% in Q2 2026, buying an estimated $57.7K and bringing the position to 7,849 shares worth $341K. The position accounts for 0.14% of the portfolio, ranked #75.

Ceera Investments first reported a position in AFLG in Q4 2025 and has held it in 3 quarters since. 132 funds tracked by Wall St. Rank hold AFLG as of Q2 2026.

  • Ceera Investments held 7,849 shares of First Trust Active Factor Large Cap ETF worth $341K as of Q2 2026.
  • Ceera Investments bought 1,360 First Trust Active Factor Large Cap ETF shares in Q2 2026, an estimated $57.7K.
  • First Trust Active Factor Large Cap ETF made up 0.14% of Ceera Investments's portfolio in Q2 2026, its #75 holding.
  • Ceera Investments first reported a position in First Trust Active Factor Large Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 132 funds tracked by Wall St. Rank held First Trust Active Factor Large Cap ETF as of Q2 2026.

Based on Ceera Investments's 13F filing for Q2 2026, filed 6 Aug 2026.