Concurrent Investment Advisors’s First Trust Active Factor Large Cap ETF AFLG Stock Holding History

Concurrent Investment Advisors’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	$3.97M	Buy	91,423 +428	+0.5%	+$18.2K	0.03%	503
2026 Q1	$3.51M	Buy	90,995 +3,667	+4%	+$146K	0.04%	443
2025 Q4	$3.41M	Buy	87,328 +50,703	+138%	+$1.98M	0.04%	422
2025 Q3	$1.42M	Buy	36,625 +29,370	+405%	+$1.1M	0.02%	554
2025 Q2	$263K	Buy	7,255 +358	+5%	+$12.2K	0.01%	1127
2025 Q1	$232K	Sell	6,897 -46	-0.7%	-$1.6K	0.01%	1059
2024 Q4	$240K	Buy	+6,943	New	+$243K	0.01%	921

Other funds holding AFLG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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 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 Schaumburg, Illinois $110B AUM 26.29% 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

KFS

Kirkwood Financial Services San Antonio, Texas $350M AUM 20.89% 1-Year Est. Return

Concurrent Investment Advisors's AFLG Position: Q2 2026 in Review

Concurrent Investment Advisors increased its First Trust Active Factor Large Cap ETF (AFLG) stake by 0.47% in Q2 2026, buying an estimated $18.2K and bringing the position to 91,423 shares worth $3.97M. The position accounts for 0.03% of the portfolio, ranked #503.

Concurrent Investment Advisors first reported a position in AFLG in Q4 2024 and has held it in 7 quarters since. 132 funds tracked by Wall St. Rank hold AFLG as of Q2 2026.

Concurrent Investment Advisors held 91,423 shares of First Trust Active Factor Large Cap ETF worth $3.97M as of Q2 2026.
Concurrent Investment Advisors bought 428 First Trust Active Factor Large Cap ETF shares in Q2 2026, an estimated $18.2K.
First Trust Active Factor Large Cap ETF made up 0.03% of Concurrent Investment Advisors's portfolio in Q2 2026, its #503 holding.
Concurrent Investment Advisors first reported a position in First Trust Active Factor Large Cap ETF in Q4 2024 and has held it in 7 quarters since.
132 funds tracked by Wall St. Rank held First Trust Active Factor Large Cap ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.