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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$126K Hold
2,902
0.02% 142
2026
Q1
$112K Buy
2,902
+790
+37% +$31.5K 0.02% 171
2025
Q4
$82.6K Sell
2,112
-2,000
-49% -$78K 0.02% 198
2025
Q3
$160K Buy
+4,112
New +$154K 0.03% 147

Other funds holding AFLG

GoalVest Advisory's AFLG Position: Q2 2026 in Review

GoalVest Advisory held its First Trust Active Factor Large Cap ETF (AFLG) position steady in Q2 2026 at 2,902 shares worth $126K. The position accounts for 0.02% of the portfolio, ranked #142.

GoalVest Advisory first reported a position in AFLG in Q3 2025 and has held it in 4 quarters since. The position peaked at $160K in Q3 2025. 132 funds tracked by Wall St. Rank hold AFLG as of Q2 2026.

  • GoalVest Advisory held 2,902 shares of First Trust Active Factor Large Cap ETF worth $126K as of Q2 2026.
  • GoalVest Advisory left its First Trust Active Factor Large Cap ETF share count unchanged in Q2 2026.
  • First Trust Active Factor Large Cap ETF made up 0.02% of GoalVest Advisory's portfolio in Q2 2026, its #142 holding.
  • GoalVest Advisory first reported a position in First Trust Active Factor Large Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • GoalVest Advisory's First Trust Active Factor Large Cap ETF position peaked at $160K in Q3 2025.
  • 132 funds tracked by Wall St. Rank held First Trust Active Factor Large Cap ETF as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.