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GeoWealth Management’s First Trust Active Factor Large Cap ETF AFLG Stock Holding History

GeoWealth 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 		$372K Buy
9,633
+914
+10% +$36.4K 0.01% 542
2025
Q4 		$341K Sell
8,719
-39
-0.4% -$1.52K 0.01% 531
2025
Q3 		$340K Buy
8,758
+2,378
+37% +$88.9K 0.01% 548
2025
Q2 		$232K Buy
+6,380
New +$217K 0.01% 618

Other funds holding AFLG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return
SFO
Stenger Family Office Naperville, Illinois $629M AUM 25.67% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 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 $94B AUM 20.14% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

GeoWealth Management's AFLG Position: Q1 2026 in Review

GeoWealth Management increased its First Trust Active Factor Large Cap ETF (AFLG) stake by 10% in Q1 2026, buying an estimated $36.4K and bringing the position to 9,633 shares worth $372K. The position accounts for 0.01% of the portfolio, ranked #542.

GeoWealth Management first reported a position in AFLG in Q2 2025 and has held it in 4 quarters since. 109 funds tracked by Wall St. Rank hold AFLG as of Q1 2026.

  • GeoWealth Management held 9,633 shares of First Trust Active Factor Large Cap ETF worth $372K as of Q1 2026.
  • GeoWealth Management bought 914 First Trust Active Factor Large Cap ETF shares in Q1 2026, an estimated $36.4K.
  • First Trust Active Factor Large Cap ETF made up 0.01% of GeoWealth Management's portfolio in Q1 2026, its #542 holding.
  • GeoWealth Management first reported a position in First Trust Active Factor Large Cap ETF in Q2 2025 and has held it in 4 quarters since.
  • 109 funds tracked by Wall St. Rank held First Trust Active Factor Large Cap ETF as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.