FSB Premier Wealth Management’s First Trust Active Factor Large Cap ETF AFLG Stock Holding History

FSB Premier Wealth 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 Q2	$1.47M	Sell	33,805 -355	-1%	-$15.1K	0.41%	66
2026 Q1	$1.32M	Sell	34,160 -804	-2%	-$32K	0.41%	63
2025 Q4	$1.37M	Sell	34,964 -1,125	-3%	-$43.9K	0.43%	60
2025 Q3	$1.4M	Buy	36,089 +18,689	+107%	+$699K	0.46%	60
2025 Q2	$632K	Buy	17,400 +5,414	+45%	+$184K	0.23%	113
2025 Q1	$404K	Buy	+11,986	New	+$418K	0.16%	139
2022 Q3	–	Sell	-13,104	Closed	-$295K	–	134
2022 Q2	$295K	Hold	13,104	–	–	0.16%	111
2022 Q1	$335K	Sell	13,104 -15,640	-54%	-$411K	0.17%	106
2021 Q4	$807K	Sell	28,744 -120	-0.4%	-$3.24K	0.34%	52
2021 Q3	$731K	Sell	28,864 -154,944	-84%	-$4.04M	0.37%	49
2021 Q2	$4.67M	Buy	183,808 +69,032	+60%	+$1.72M	2.39%	15
2021 Q1	$2.73M	Buy	114,776 +7,136	+7%	+$165K	1.47%	19
2020 Q4	$2.4M	Buy	+107,640	New	+$2.29M	1.28%	23

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

FSB Premier Wealth Management's AFLG Position: Q2 2026 in Review

FSB Premier Wealth Management reduced its First Trust Active Factor Large Cap ETF (AFLG) stake by 1% in Q2 2026, selling an estimated $15.1K and leaving 33,805 shares worth $1.47M. The position accounts for 0.41% of the portfolio, ranked #66.

FSB Premier Wealth Management first reported a position in AFLG in Q4 2020 and has held it in 13 quarters since. The position peaked at $4.67M in Q2 2021. 132 funds tracked by Wall St. Rank hold AFLG as of Q2 2026.

FSB Premier Wealth Management held 33,805 shares of First Trust Active Factor Large Cap ETF worth $1.47M as of Q2 2026.
FSB Premier Wealth Management sold 355 First Trust Active Factor Large Cap ETF shares in Q2 2026, an estimated $15.1K.
First Trust Active Factor Large Cap ETF made up 0.41% of FSB Premier Wealth Management's portfolio in Q2 2026, its #66 holding.
FSB Premier Wealth Management first reported a position in First Trust Active Factor Large Cap ETF in Q4 2020 and has held it in 13 quarters since.
FSB Premier Wealth Management's First Trust Active Factor Large Cap ETF position peaked at $4.67M in Q2 2021.
132 funds tracked by Wall St. Rank held First Trust Active Factor Large Cap ETF as of Q2 2026.

Based on FSB Premier Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.