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

Foundations 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	$1.88M	Buy	43,191 +18,226	+73%	+$774K	0.02%	415
2026 Q1	$963K	Sell	24,965 -322	-1%	-$12.8K	0.01%	528
2025 Q4	$989K	Sell	25,287 -156	-0.6%	-$6.08K	0.01%	520
2025 Q3	$987K	Buy	25,443 +1,125	+5%	+$42.1K	0.01%	471
2025 Q2	$883K	Buy	+24,318	New	+$828K	0.01%	463

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

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

Foundations Investment Advisors increased its First Trust Active Factor Large Cap ETF (AFLG) stake by 73% in Q2 2026, buying an estimated $774K and bringing the position to 43,191 shares worth $1.88M. The position accounts for 0.02% of the portfolio, ranked #415.

Foundations Investment Advisors first reported a position in AFLG in Q2 2025 and has held it in 5 quarters since. 132 funds tracked by Wall St. Rank hold AFLG as of Q2 2026.

Foundations Investment Advisors held 43,191 shares of First Trust Active Factor Large Cap ETF worth $1.88M as of Q2 2026.
Foundations Investment Advisors bought 18,226 First Trust Active Factor Large Cap ETF shares in Q2 2026, an estimated $774K.
First Trust Active Factor Large Cap ETF made up 0.02% of Foundations Investment Advisors's portfolio in Q2 2026, its #415 holding.
Foundations Investment Advisors first reported a position in First Trust Active Factor Large Cap ETF in Q2 2025 and has held it in 5 quarters since.
132 funds tracked by Wall St. Rank held First Trust Active Factor Large Cap ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.