MWA
AFLG icon

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
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
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

Medallion Wealth Advisors's AFLG Position: Q1 2026 in Review

Medallion Wealth Advisors increased its First Trust Active Factor Large Cap ETF (AFLG) stake by 0.21% in Q1 2026, buying an estimated $40 and bringing the position to 468 shares worth $18.1K. The position accounts for 0.01% of the portfolio, ranked #668.

Medallion Wealth Advisors first reported a position in AFLG in Q4 2024 and has held it in 6 quarters since. The position peaked at $26.7K in Q4 2024. 109 funds tracked by Wall St. Rank hold AFLG as of Q1 2026.

  • Medallion Wealth Advisors held 468 shares of First Trust Active Factor Large Cap ETF worth $18.1K as of Q1 2026.
  • Medallion Wealth Advisors bought 1 First Trust Active Factor Large Cap ETF share in Q1 2026, an estimated $40.
  • First Trust Active Factor Large Cap ETF made up 0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #668 holding.
  • Medallion Wealth Advisors first reported a position in First Trust Active Factor Large Cap ETF in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's First Trust Active Factor Large Cap ETF position peaked at $26.7K in Q4 2024.
  • 109 funds tracked by Wall St. Rank held First Trust Active Factor Large Cap ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.