Coppell Advisory Solutions’s First Trust Active Factor Large Cap ETF AFLG Stock Holding History

Coppell Advisory Solutions’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	–	Sell	-30,505	Closed	-$1.21M	–	42
2025 Q4	$1.21M	Buy	30,505 +549	+2%	+$21.4K	0.12%	151
2025 Q3	$1.16M	Sell	29,956 -2,097	-7%	-$78.4K	0.12%	157
2025 Q2	$1.16M	Sell	32,053 -28,751	-47%	-$979K	0.14%	154
2025 Q1	$2.02M	Buy	+60,804	New	+$2.12M	0.28%	78

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 $58.2B AUM 22.78% 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 $44.6B AUM 28.94% 1-Year Est. Return

KWM

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

Coppell Advisory Solutions's AFLG Position: Q1 2026 in Review

Coppell Advisory Solutions sold out of First Trust Active Factor Large Cap ETF (AFLG) in Q1 2026, closing a stake of 30,505 shares — an estimated $1.21M sold.

Coppell Advisory Solutions first reported a position in AFLG in Q1 2025 and held it in 4 quarters. The position peaked at $2.02M in Q1 2025. 109 funds tracked by Wall St. Rank hold AFLG as of Q1 2026.

Coppell Advisory Solutions reported no remaining First Trust Active Factor Large Cap ETF position as of Q1 2026 after selling out during the quarter.
Coppell Advisory Solutions sold 30,505 First Trust Active Factor Large Cap ETF shares in Q1 2026, an estimated $1.21M.
Coppell Advisory Solutions first reported a position in First Trust Active Factor Large Cap ETF in Q1 2025 and held it in 4 quarters.
Coppell Advisory Solutions's First Trust Active Factor Large Cap ETF position peaked at $2.02M in Q1 2025.
109 funds tracked by Wall St. Rank held First Trust Active Factor Large Cap ETF as of Q1 2026.

Based on Coppell Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.