Envestnet Portfolio Solutions’s First Trust Active Factor Large Cap ETF AFLG Stock Holding History

Envestnet Portfolio 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 Q2	$944K	Buy	21,736 +1,303	+6%	+$55.3K	﹤0.01%	735
2026 Q1	$788K	Buy	20,433 +7,522	+58%	+$299K	﹤0.01%	718
2025 Q4	$505K	Buy	12,911 +619	+5%	+$24.1K	﹤0.01%	1054
2025 Q3	$477K	Sell	12,292 -3,427	-22%	-$128K	﹤0.01%	1052
2025 Q2	$571K	Sell	15,719 -33,744	-68%	-$1.15M	﹤0.01%	1036
2025 Q1	$1.67M	Buy	49,463 +8,940	+22%	+$312K	0.01%	639
2024 Q4	$1.4M	Buy	+40,523	New	+$1.42M	﹤0.01%	790

Other funds holding AFLG

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Envestnet Portfolio Solutions's AFLG Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its First Trust Active Factor Large Cap ETF (AFLG) stake by 6.4% in Q2 2026, buying an estimated $55.3K and bringing the position to 21,736 shares worth $944K. The position accounts for ﹤0.01% of the portfolio, ranked #735.

Envestnet Portfolio Solutions first reported a position in AFLG in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.67M in Q1 2025. 132 funds tracked by Wall St. Rank hold AFLG as of Q2 2026.

Envestnet Portfolio Solutions held 21,736 shares of First Trust Active Factor Large Cap ETF worth $944K as of Q2 2026.
Envestnet Portfolio Solutions bought 1,303 First Trust Active Factor Large Cap ETF shares in Q2 2026, an estimated $55.3K.
First Trust Active Factor Large Cap ETF made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #735 holding.
Envestnet Portfolio Solutions first reported a position in First Trust Active Factor Large Cap ETF in Q4 2024 and has held it in 7 quarters since.
Envestnet Portfolio Solutions's First Trust Active Factor Large Cap ETF position peaked at $1.67M in Q1 2025.
132 funds tracked by Wall St. Rank held First Trust Active Factor Large Cap ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.