GRP
AFLG icon

Global Retirement Partners’s First Trust Active Factor Large Cap ETF AFLG Stock Holding History

Global Retirement Partners’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 		$9.09M Buy
+209,335
New +$8.89M 0.14% 145
2025
Q4 		$7.56M Sell
193,350
-8,670
-4% -$338K 0.13% 145
2025
Q3 		$7.84M Buy
202,020
+7,263
+4% +$272K 0.18% 105
2025
Q2 		$7.07M Buy
+194,757
New +$6.63M 0.18% 111
2024
Q4 		$7.36K Buy
+213
New +$7.45K ﹤0.01% 2515

Other funds holding AFLG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Stifel Financial
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
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KFS
Kirkwood Financial Services San Antonio, Texas $350M AUM

Global Retirement Partners's AFLG Position: Q2 2026 in Review

Global Retirement Partners opened a new position in First Trust Active Factor Large Cap ETF (AFLG) in Q2 2026: 209,335 shares worth $9.09M. The stake represents 0.14% of the portfolio and ranks #145 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in AFLG as recently as Q4 2025.

Global Retirement Partners first reported a position in AFLG in Q4 2024 and has held it in 5 quarters since. 132 funds tracked by Wall St. Rank hold AFLG as of Q2 2026.

  • Global Retirement Partners held 209,335 shares of First Trust Active Factor Large Cap ETF worth $9.09M as of Q2 2026.
  • First Trust Active Factor Large Cap ETF was a new Global Retirement Partners position in Q2 2026.
  • First Trust Active Factor Large Cap ETF made up 0.14% of Global Retirement Partners's portfolio in Q2 2026, its #145 holding.
  • Global Retirement Partners first reported a position in First Trust Active Factor Large Cap ETF in Q4 2024 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 Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.