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Integrated Wealth Concepts’s First Trust Active Factor Large Cap ETF AFLG Stock Holding History

Integrated Wealth Concepts’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 		$12.4M Buy
286,484
+119,069
+71% +$5.05M 0.06% 290
2026
Q1 		$6.46M Buy
167,415
+136,409
+440% +$5.43M 0.05% 345
2025
Q4 		$1.21M Buy
31,006
+576
+2% +$22.5K 0.01% 691
2025
Q3 		$1.18M Buy
30,430
+774
+3% +$28.9K 0.01% 898
2025
Q2 		$1.08M Buy
+29,656
New +$1.01M 0.01% 884

Other funds holding AFLG

LPL Financial
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
KFS
Kirkwood Financial Services San Antonio, Texas $350M AUM

Integrated Wealth Concepts's AFLG Position: Q2 2026 in Review

Integrated Wealth Concepts increased its First Trust Active Factor Large Cap ETF (AFLG) stake by 71% in Q2 2026, buying an estimated $5.05M and bringing the position to 286,484 shares worth $12.4M. The position accounts for 0.06% of the portfolio, ranked #290.

Integrated Wealth Concepts first reported a position in AFLG in Q2 2025 and has held it in 5 quarters since. 132 funds tracked by Wall St. Rank hold AFLG as of Q2 2026.

  • Integrated Wealth Concepts held 286,484 shares of First Trust Active Factor Large Cap ETF worth $12.4M as of Q2 2026.
  • Integrated Wealth Concepts bought 119,069 First Trust Active Factor Large Cap ETF shares in Q2 2026, an estimated $5.05M.
  • First Trust Active Factor Large Cap ETF made up 0.06% of Integrated Wealth Concepts's portfolio in Q2 2026, its #290 holding.
  • Integrated Wealth Concepts first reported a position in First Trust Active Factor Large Cap ETF in Q2 2025 and has held it in 5 quarters since.
  • 132 funds tracked by Wall St. Rank held First Trust Active Factor Large Cap ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.