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Kirkwood Financial Services’s First Trust Active Factor Large Cap ETF AFLG Stock Holding History

Kirkwood Financial Services’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 		$13M Buy
+298,890
New +$12.7M 3.71% 10

Other funds holding AFLG

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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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Kirkwood Financial Services's AFLG Position: Q2 2026 in Review

Kirkwood Financial Services opened a new position in First Trust Active Factor Large Cap ETF (AFLG) in Q2 2026: 298,890 shares worth $13M. The stake represents 3.71% of the portfolio and ranks #10 among its holdings.

131 funds tracked by Wall St. Rank hold AFLG as of Q2 2026.

  • Kirkwood Financial Services held 298,890 shares of First Trust Active Factor Large Cap ETF worth $13M as of Q2 2026.
  • First Trust Active Factor Large Cap ETF was a new Kirkwood Financial Services position in Q2 2026.
  • First Trust Active Factor Large Cap ETF made up 3.71% of Kirkwood Financial Services's portfolio in Q2 2026, its #10 holding.
  • 131 funds tracked by Wall St. Rank held First Trust Active Factor Large Cap ETF as of Q2 2026.

Based on Kirkwood Financial Services's 13F filing for Q2 2026, filed 25 Aug 2026.