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

GoalVest 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 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

Stenger Family Office Naperville, Illinois $629M AUM 25.67% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return

Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return

Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return