Iams Wealth Management’s First Trust Active Factor Large Cap ETF AFLG Stock Holding History
Bought
Maintained
Sold
Other funds holding AFLG
AAP
SFO
KFS
Iams Wealth Management's AFLG Position: Q2 2026 in Review
Iams Wealth Management reduced its First Trust Active Factor Large Cap ETF (AFLG) stake by 3.3% in Q2 2026, selling an estimated $134K and leaving 91,041 shares worth $3.95M. The position accounts for 1.19% of the portfolio, ranked #18.
Iams Wealth Management first reported a position in AFLG in Q1 2025 and has held it in 6 quarters since. 131 funds tracked by Wall St. Rank hold AFLG as of Q2 2026.
- Iams Wealth Management held 91,041 shares of First Trust Active Factor Large Cap ETF worth $3.95M as of Q2 2026.
- Iams Wealth Management sold 3,148 First Trust Active Factor Large Cap ETF shares in Q2 2026, an estimated $134K.
- First Trust Active Factor Large Cap ETF made up 1.19% of Iams Wealth Management's portfolio in Q2 2026, its #18 holding.
- Iams Wealth Management first reported a position in First Trust Active Factor Large Cap ETF in Q1 2025 and has held it in 6 quarters since.
- 131 funds tracked by Wall St. Rank held First Trust Active Factor Large Cap ETF as of Q2 2026.
Based on Iams Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.