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Orion Portfolio Solutions’s First Trust Active Factor Large Cap ETF AFLG Stock Holding History

Orion Portfolio Solutions’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
2025
Q1 		$1.59M Buy
47,134
+5,428
+13% +$189K 0.02% 825
2024
Q4 		$1.44M Buy
+41,706
New +$1.46M 0.01% 858

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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
IWM
Iams Wealth Management Omaha, Nebraska $332M AUM 18.77% 1-Year Est. Return

Orion Portfolio Solutions's AFLG Position: Q1 2025 in Review

Orion Portfolio Solutions increased its First Trust Active Factor Large Cap ETF (AFLG) stake by 13% in Q1 2025, buying an estimated $189K and bringing the position to 47,134 shares worth $1.59M. The position accounts for 0.02% of the portfolio, ranked #825.

Orion Portfolio Solutions first reported a position in AFLG in Q4 2024 and has held it in 2 quarters since. 70 funds tracked by Wall St. Rank hold AFLG as of Q1 2025.

  • Orion Portfolio Solutions held 47,134 shares of First Trust Active Factor Large Cap ETF worth $1.59M as of Q1 2025.
  • Orion Portfolio Solutions bought 5,428 First Trust Active Factor Large Cap ETF shares in Q1 2025, an estimated $189K.
  • First Trust Active Factor Large Cap ETF made up 0.02% of Orion Portfolio Solutions's portfolio in Q1 2025, its #825 holding.
  • Orion Portfolio Solutions first reported a position in First Trust Active Factor Large Cap ETF in Q4 2024 and has held it in 2 quarters since.
  • 70 funds tracked by Wall St. Rank held First Trust Active Factor Large Cap ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.