BFC Planning, Inc.’s First Trust Active Factor Large Cap ETF AFLG Stock Holding History

BFC Planning, Inc.’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	$84.7K	Buy	+1,951	New	+$82.8K	﹤0.01%	1304

Other funds holding AFLG

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Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Stenger Family Office Naperville, Illinois $728M AUM 21.16% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Kirkwood Financial Services San Antonio, Texas $350M AUM 20.89% 1-Year Est. Return

BFC Planning, Inc.'s AFLG Position: Q2 2026 in Review

BFC Planning, Inc. opened a new position in First Trust Active Factor Large Cap ETF (AFLG) in Q2 2026: 1,951 shares worth $84.7K. The stake represents ﹤0.01% of the portfolio and ranks #1304 among its holdings.

133 funds tracked by Wall St. Rank hold AFLG as of Q2 2026.

BFC Planning, Inc. held 1,951 shares of First Trust Active Factor Large Cap ETF worth $84.7K as of Q2 2026.
First Trust Active Factor Large Cap ETF was a new BFC Planning, Inc. position in Q2 2026.
First Trust Active Factor Large Cap ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1304 holding.
133 funds tracked by Wall St. Rank held First Trust Active Factor Large Cap ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.