Independent Financial Group’s First Trust Active Factor Large Cap ETF AFLG Stock Holding History

Independent Financial 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	$717K	Sell	16,505 -27,644	-63%	-$1.17M	0.01%	826
2026 Q1	$1.7M	Buy	44,149 +5,318	+14%	+$212K	0.04%	438
2025 Q4	$1.52M	Sell	38,831 -18,005	-32%	-$702K	0.03%	472
2025 Q3	$2.21M	Buy	56,836 +15,305	+37%	+$572K	0.05%	354
2025 Q2	$1.51M	Buy	41,531 +12,385	+42%	+$422K	0.04%	421
2025 Q1	$982K	Buy	+29,146	New	+$1.02M	0.03%	487

Other funds holding AFLG

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Independent Financial Group's AFLG Position: Q2 2026 in Review

Independent Financial Group reduced its First Trust Active Factor Large Cap ETF (AFLG) stake by 63% in Q2 2026, selling an estimated $1.17M and leaving 16,505 shares worth $717K. The position accounts for 0.01% of the portfolio, ranked #826.

Independent Financial Group first reported a position in AFLG in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.21M in Q3 2025. 131 funds tracked by Wall St. Rank hold AFLG as of Q2 2026.

Independent Financial Group held 16,505 shares of First Trust Active Factor Large Cap ETF worth $717K as of Q2 2026.
Independent Financial Group sold 27,644 First Trust Active Factor Large Cap ETF shares in Q2 2026, an estimated $1.17M.
First Trust Active Factor Large Cap ETF made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #826 holding.
Independent Financial Group first reported a position in First Trust Active Factor Large Cap ETF in Q1 2025 and has held it in 6 quarters since.
Independent Financial Group's First Trust Active Factor Large Cap ETF position peaked at $2.21M in Q3 2025.
131 funds tracked by Wall St. Rank held First Trust Active Factor Large Cap ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.