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

Medallion Wealth 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 Q2	$20.4K	Hold	468	–	–	0.01%	633
2026 Q1	$18.1K	Buy	468 +1	+0.2%	+$40	0.01%	668
2025 Q4	$18.3K	Buy	467 +1	+0.2%	+$39	0.01%	655
2025 Q3	$18.1K	Sell	466 -14	-3%	-$523	0.01%	647
2025 Q2	$17.5K	Buy	480 +1	+0.2%	+$34	0.01%	647
2025 Q1	$16.2K	Sell	479 -293	-38%	-$10.2K	0.01%	611
2024 Q4	$26.7K	Buy	+772	New	+$27K	0.01%	515

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

Medallion Wealth Advisors's AFLG Position: Q2 2026 in Review

Medallion Wealth Advisors held its First Trust Active Factor Large Cap ETF (AFLG) position steady in Q2 2026 at 468 shares worth $20.4K. The position accounts for 0.01% of the portfolio, ranked #633.

Medallion Wealth Advisors first reported a position in AFLG in Q4 2024 and has held it in 7 quarters since. The position peaked at $26.7K in Q4 2024. 132 funds tracked by Wall St. Rank hold AFLG as of Q2 2026.

Medallion Wealth Advisors held 468 shares of First Trust Active Factor Large Cap ETF worth $20.4K as of Q2 2026.
Medallion Wealth Advisors left its First Trust Active Factor Large Cap ETF share count unchanged in Q2 2026.
First Trust Active Factor Large Cap ETF made up 0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #633 holding.
Medallion Wealth Advisors first reported a position in First Trust Active Factor Large Cap ETF in Q4 2024 and has held it in 7 quarters since.
Medallion Wealth Advisors's First Trust Active Factor Large Cap ETF position peaked at $26.7K in Q4 2024.
132 funds tracked by Wall St. Rank held First Trust Active Factor Large Cap ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.