IFP Advisors’s First Trust Active Factor Large Cap ETF AFLG Stock Holding History

IFP Advisors’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 Q3	$5.04M	Sell	114,113 -7,066	-6%	-$313K	0.09%	261
2026 Q2	$5.26M	Buy	121,179 +15,717	+15%	+$667K	0.1%	232
2026 Q1	$4.07M	Buy	105,462 +20,149	+24%	+$802K	0.08%	258
2025 Q4	$3.34M	Buy	85,313 +6,045	+8%	+$236K	0.07%	289
2025 Q3	$3.08M	Buy	79,268 +13,276	+20%	+$496K	0.08%	272
2025 Q2	$2.4M	Buy	65,992 +16,681	+34%	+$568K	0.07%	319
2025 Q1	$1.66M	Buy	49,311 +49,180	+37,542%	+$1.71M	0.05%	403
2024 Q4	$4.52K	Buy	+131	New	+$4.58K	﹤0.01%	2827

Other funds holding AFLG

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Spectrum Wealth Advisory Group Granite Bay, California $354M AUM 15.64% 1-Year Est. Return

MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

WWMP

Wagner Wealth Management (Pennsylvania) Conyngham, Pennsylvania $128M AUM 17.98% 1-Year Est. Return

Boyce & Associates Wealth Consulting Cedar Park, Texas $165M AUM 13.3% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

IFP Advisors's AFLG Position: Q3 2026 in Review

IFP Advisors reduced its First Trust Active Factor Large Cap ETF (AFLG) stake by 5.8% in Q3 2026, selling an estimated $313K and leaving 114,113 shares worth $5.04M. The position accounts for 0.09% of the portfolio, ranked #261.

IFP Advisors first reported a position in AFLG in Q4 2024 and has held it in 8 quarters since. The position peaked at $5.26M in Q2 2026. 49 funds tracked by Wall St. Rank hold AFLG as of Q3 2026.

IFP Advisors held 114,113 shares of First Trust Active Factor Large Cap ETF worth $5.04M as of Q3 2026.
IFP Advisors sold 7,066 First Trust Active Factor Large Cap ETF shares in Q3 2026, an estimated $313K.
First Trust Active Factor Large Cap ETF made up 0.09% of IFP Advisors's portfolio in Q3 2026, its #261 holding.
IFP Advisors first reported a position in First Trust Active Factor Large Cap ETF in Q4 2024 and has held it in 8 quarters since.
IFP Advisors's First Trust Active Factor Large Cap ETF position peaked at $5.26M in Q2 2026.
49 funds tracked by Wall St. Rank held First Trust Active Factor Large Cap ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.