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Financial Gravity Asset Management’s First Trust Active Factor Large Cap ETF AFLG Stock Holding History

Financial Gravity Asset Management’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 		$17.6K Sell
457
-1,990
-81% -$79.2K ﹤0.01% 465
2025
Q4 		$95.7K Sell
2,447
-15,087
-86% -$588K 0.02% 185
2025
Q3 		$680K Buy
+17,534
New +$656K 0.13% 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
SFO
Stenger Family Office Naperville, Illinois $629M AUM 25.67% 1-Year Est. Return
AssetMark Inc
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
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
KFS
Kirkwood Financial Services San Antonio, Texas $350M AUM 20.89% 1-Year Est. Return

Financial Gravity Asset Management's AFLG Position: Q1 2026 in Review

Financial Gravity Asset Management reduced its First Trust Active Factor Large Cap ETF (AFLG) stake by 81% in Q1 2026, selling an estimated $79.2K and leaving 457 shares worth $17.6K. The position accounts for ﹤0.01% of the portfolio, ranked #465.

Financial Gravity Asset Management first reported a position in AFLG in Q3 2025 and has held it in 3 quarters since. The position peaked at $680K in Q3 2025. 111 funds tracked by Wall St. Rank hold AFLG as of Q1 2026.

  • Financial Gravity Asset Management held 457 shares of First Trust Active Factor Large Cap ETF worth $17.6K as of Q1 2026.
  • Financial Gravity Asset Management sold 1,990 First Trust Active Factor Large Cap ETF shares in Q1 2026, an estimated $79.2K.
  • First Trust Active Factor Large Cap ETF made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #465 holding.
  • Financial Gravity Asset Management first reported a position in First Trust Active Factor Large Cap ETF in Q3 2025 and has held it in 3 quarters since.
  • Financial Gravity Asset Management's First Trust Active Factor Large Cap ETF position peaked at $680K in Q3 2025.
  • 111 funds tracked by Wall St. Rank held First Trust Active Factor Large Cap ETF as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.