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Menora Mivtachim Holdings’s First Trust Active Factor Large Cap ETF AFLG Stock Holding History

Menora Mivtachim Holdings’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 		– Sell
-282,924
Closed -$11.1M – 158
2025
Q4 		$11.1M Buy
282,924
+26,291
+10% +$1.03M 0.05% 86
2025
Q3 		$9.96M Buy
+256,633
New +$9.6M 0.05% 88

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 $49B AUM 17.78% 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 $38.8B AUM 21.88% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

Menora Mivtachim Holdings's AFLG Position: Q1 2026 in Review

Menora Mivtachim Holdings sold out of First Trust Active Factor Large Cap ETF (AFLG) in Q1 2026, closing a stake of 282,924 shares — an estimated $11.1M sold.

Menora Mivtachim Holdings first reported a position in AFLG in Q3 2025 and held it in 2 quarters. The position peaked at $11.1M in Q4 2025. 109 funds tracked by Wall St. Rank hold AFLG as of Q1 2026.

  • Menora Mivtachim Holdings reported no remaining First Trust Active Factor Large Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Menora Mivtachim Holdings sold 282,924 First Trust Active Factor Large Cap ETF shares in Q1 2026, an estimated $11.1M.
  • Menora Mivtachim Holdings first reported a position in First Trust Active Factor Large Cap ETF in Q3 2025 and held it in 2 quarters.
  • Menora Mivtachim Holdings's First Trust Active Factor Large Cap ETF position peaked at $11.1M in Q4 2025.
  • 109 funds tracked by Wall St. Rank held First Trust Active Factor Large Cap ETF as of Q1 2026.

Based on Menora Mivtachim Holdings's 13F filing for Q1 2026, filed 14 May 2026.