CFGS
AFLG icon

Concourse Financial Group Securities’s First Trust Active Factor Large Cap ETF AFLG Stock Holding History

Concourse Financial Group Securities’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
-9,413
Closed -$337K – 44
2024
Q4 		$337K Buy
+9,413
New +$329K 0.02% 581

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 22.96% 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

Concourse Financial Group Securities's AFLG Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of First Trust Active Factor Large Cap ETF (AFLG) in Q1 2025, closing a stake of 9,413 shares — an estimated $337K sold.

Concourse Financial Group Securities first reported a position in AFLG in Q4 2024 and held it in 1 quarter. The position peaked at $337K in Q4 2024. 70 funds tracked by Wall St. Rank hold AFLG as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining First Trust Active Factor Large Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 9,413 First Trust Active Factor Large Cap ETF shares in Q1 2025, an estimated $337K.
  • Concourse Financial Group Securities first reported a position in First Trust Active Factor Large Cap ETF in Q4 2024 and held it in 1 quarter.
  • Concourse Financial Group Securities's First Trust Active Factor Large Cap ETF position peaked at $337K in Q4 2024.
  • 70 funds tracked by Wall St. Rank held First Trust Active Factor Large Cap ETF as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.