Maridea Wealth Management’s First Trust Active Factor Large Cap ETF AFLG Stock Holding History

Maridea Wealth Management’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	$5.11M	Buy	117,671 +10,909	+10%	+$463K	0.55%	40
2026 Q1	$4.12M	Buy	106,762 +7,428	+7%	+$296K	0.6%	41
2025 Q4	$3.88M	Buy	99,334 +82,826	+502%	+$3.23M	0.58%	42
2025 Q3	$642K	Buy	16,508 +7,419	+82%	+$277K	0.1%	196
2025 Q2	$330K	Sell	9,089 -6,503	-42%	-$221K	0.09%	205
2025 Q1	$525K	Buy	15,592 +6,302	+68%	+$220K	0.17%	116
2024 Q4	$321K	Buy	+9,290	New	+$325K	0.1%	169

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

Maridea Wealth Management's AFLG Position: Q2 2026 in Review

Maridea Wealth Management increased its First Trust Active Factor Large Cap ETF (AFLG) stake by 10% in Q2 2026, buying an estimated $463K and bringing the position to 117,671 shares worth $5.11M. The position accounts for 0.55% of the portfolio, ranked #40.

Maridea Wealth Management first reported a position in AFLG in Q4 2024 and has held it in 7 quarters since. 132 funds tracked by Wall St. Rank hold AFLG as of Q2 2026.

Maridea Wealth Management held 117,671 shares of First Trust Active Factor Large Cap ETF worth $5.11M as of Q2 2026.
Maridea Wealth Management bought 10,909 First Trust Active Factor Large Cap ETF shares in Q2 2026, an estimated $463K.
First Trust Active Factor Large Cap ETF made up 0.55% of Maridea Wealth Management's portfolio in Q2 2026, its #40 holding.
Maridea Wealth Management first reported a position in First Trust Active Factor Large Cap ETF in Q4 2024 and has held it in 7 quarters since.
132 funds tracked by Wall St. Rank held First Trust Active Factor Large Cap ETF as of Q2 2026.

Based on Maridea Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.