Great Valley Advisor Group’s First Trust Active Factor Large Cap ETF AFLG Stock Holding History

Great Valley Advisor Group’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	$1.16M	Buy	26,805 +6,185	+30%	+$263K	0.02%	515
2026 Q1	$795K	Buy	20,620 +1,749	+9%	+$69.6K	0.01%	553
2025 Q4	$738K	Buy	18,871 +409	+2%	+$15.9K	0.01%	539
2025 Q3	$717K	Sell	18,462 -175	-0.9%	-$6.54K	0.01%	550
2025 Q2	$677K	Buy	18,637 +4,358	+31%	+$148K	0.02%	529
2025 Q1	$481K	Buy	+14,279	New	+$498K	0.01%	595

Other funds holding AFLG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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 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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KFS

Kirkwood Financial Services San Antonio, Texas $350M AUM 20.89% 1-Year Est. Return

Great Valley Advisor Group's AFLG Position: Q2 2026 in Review

Great Valley Advisor Group increased its First Trust Active Factor Large Cap ETF (AFLG) stake by 30% in Q2 2026, buying an estimated $263K and bringing the position to 26,805 shares worth $1.16M. The position accounts for 0.02% of the portfolio, ranked #515.

Great Valley Advisor Group first reported a position in AFLG in Q1 2025 and has held it in 6 quarters since. 132 funds tracked by Wall St. Rank hold AFLG as of Q2 2026.

Great Valley Advisor Group held 26,805 shares of First Trust Active Factor Large Cap ETF worth $1.16M as of Q2 2026.
Great Valley Advisor Group bought 6,185 First Trust Active Factor Large Cap ETF shares in Q2 2026, an estimated $263K.
First Trust Active Factor Large Cap ETF made up 0.02% of Great Valley Advisor Group's portfolio in Q2 2026, its #515 holding.
Great Valley Advisor Group first reported a position in First Trust Active Factor Large Cap ETF in Q1 2025 and has held it in 6 quarters since.
132 funds tracked by Wall St. Rank held First Trust Active Factor Large Cap ETF as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.