LSIA
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LaSalle St. Investment Advisors’s First Trust Active Factor Large Cap ETF AFLG Stock Holding History

LaSalle St. Investment 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
Q1 		$262K Sell
6,786
-748
-10% -$29.8K 0.04% 323
2025
Q4 		$294K Sell
7,534
-273
-3% -$10.6K 0.05% 271
2025
Q3 		$303K Buy
7,807
+1,432
+22% +$53.5K 0.05% 249
2025
Q2 		$231K Buy
+6,375
New +$217K 0.06% 287

Other funds holding AFLG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return
SFO
Stenger Family Office Naperville, Illinois $629M AUM 25.67% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

LaSalle St. Investment Advisors's AFLG Position: Q1 2026 in Review

LaSalle St. Investment Advisors reduced its First Trust Active Factor Large Cap ETF (AFLG) stake by 9.9% in Q1 2026, selling an estimated $29.8K and leaving 6,786 shares worth $262K. The position accounts for 0.04% of the portfolio, ranked #323.

LaSalle St. Investment Advisors first reported a position in AFLG in Q2 2025 and has held it in 4 quarters since. The position peaked at $303K in Q3 2025. 109 funds tracked by Wall St. Rank hold AFLG as of Q1 2026.

  • LaSalle St. Investment Advisors held 6,786 shares of First Trust Active Factor Large Cap ETF worth $262K as of Q1 2026.
  • LaSalle St. Investment Advisors sold 748 First Trust Active Factor Large Cap ETF shares in Q1 2026, an estimated $29.8K.
  • First Trust Active Factor Large Cap ETF made up 0.04% of LaSalle St. Investment Advisors's portfolio in Q1 2026, its #323 holding.
  • LaSalle St. Investment Advisors first reported a position in First Trust Active Factor Large Cap ETF in Q2 2025 and has held it in 4 quarters since.
  • LaSalle St. Investment Advisors's First Trust Active Factor Large Cap ETF position peaked at $303K in Q3 2025.
  • 109 funds tracked by Wall St. Rank held First Trust Active Factor Large Cap ETF as of Q1 2026.

Based on LaSalle St. Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.