Gladstone Institutional Advisory’s First Trust Active Factor Large Cap ETF AFLG Stock Holding History

Gladstone Institutional Advisory’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	–	Sell	-117,640	Closed	-$4.6M	–	831
2025 Q4	$4.6M	Sell	117,640 -5,797	-5%	-$226K	0.17%	129
2025 Q3	$4.79M	Sell	123,437 -12,901	-9%	-$482K	0.18%	119
2025 Q2	$4.95M	Buy	+136,338	New	+$4.64M	0.2%	115

Other funds holding AFLG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 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 Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

Gladstone Institutional Advisory's AFLG Position: Q1 2026 in Review

Gladstone Institutional Advisory sold out of First Trust Active Factor Large Cap ETF (AFLG) in Q1 2026, closing a stake of 117,640 shares — an estimated $4.6M sold.

Gladstone Institutional Advisory first reported a position in AFLG in Q2 2025 and held it in 3 quarters. The position peaked at $4.95M in Q2 2025. 109 funds tracked by Wall St. Rank hold AFLG as of Q1 2026.

Gladstone Institutional Advisory reported no remaining First Trust Active Factor Large Cap ETF position as of Q1 2026 after selling out during the quarter.
Gladstone Institutional Advisory sold 117,640 First Trust Active Factor Large Cap ETF shares in Q1 2026, an estimated $4.6M.
Gladstone Institutional Advisory first reported a position in First Trust Active Factor Large Cap ETF in Q2 2025 and held it in 3 quarters.
Gladstone Institutional Advisory's First Trust Active Factor Large Cap ETF position peaked at $4.95M in Q2 2025.
109 funds tracked by Wall St. Rank held First Trust Active Factor Large Cap ETF as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.