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

NewEdge Wealth’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	$1.98M	Buy	45,513 +10,195	+29%	+$433K	0.02%	466
2026 Q1	$1.36M	Sell	35,318 -44	-0.1%	-$1.75K	0.02%	538
2025 Q4	$1.38M	Sell	35,362 -761	-2%	-$29.7K	0.02%	548
2025 Q3	$1.41M	Buy	36,123 +3	+0%	+$112	0.02%	482
2025 Q2	$1.34M	Buy	36,120 +12,287	+52%	+$418K	0.02%	465
2025 Q1	$803K	Buy	+23,833	New	+$831K	0.01%	526

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

NewEdge Wealth's AFLG Position: Q2 2026 in Review

NewEdge Wealth increased its First Trust Active Factor Large Cap ETF (AFLG) stake by 29% in Q2 2026, buying an estimated $433K and bringing the position to 45,513 shares worth $1.98M. The position accounts for 0.02% of the portfolio, ranked #466.

NewEdge Wealth first reported a position in AFLG in Q1 2025 and has held it in 6 quarters since. 132 funds tracked by Wall St. Rank hold AFLG as of Q2 2026.

NewEdge Wealth held 45,513 shares of First Trust Active Factor Large Cap ETF worth $1.98M as of Q2 2026.
NewEdge Wealth bought 10,195 First Trust Active Factor Large Cap ETF shares in Q2 2026, an estimated $433K.
First Trust Active Factor Large Cap ETF made up 0.02% of NewEdge Wealth's portfolio in Q2 2026, its #466 holding.
NewEdge Wealth first reported a position in First Trust Active Factor Large Cap ETF in Q1 2025 and has held it in 6 quarters since.
132 funds tracked by Wall St. Rank held First Trust Active Factor Large Cap ETF as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.