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

Pacific Excel 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 		– Sell
-48,024
Closed -$1.85M – 231
2026
Q1 		$1.85M Buy
48,024
+27,181
+130% +$1.08M 1.95% 7
2025
Q4 		$815K Buy
+20,843
New +$813K 1.54% 17

Other funds holding AFLG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Stifel Financial
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
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KFS
Kirkwood Financial Services San Antonio, Texas $350M AUM

Pacific Excel Wealth Advisors's AFLG Position: Q2 2026 in Review

Pacific Excel Wealth Advisors sold out of First Trust Active Factor Large Cap ETF (AFLG) in Q2 2026, closing a stake of 48,024 shares — an estimated $1.85M sold.

Pacific Excel Wealth Advisors first reported a position in AFLG in Q4 2025 and held it in 2 quarters. The position peaked at $1.85M in Q1 2026. 131 funds tracked by Wall St. Rank hold AFLG as of Q2 2026.

  • Pacific Excel Wealth Advisors reported no remaining First Trust Active Factor Large Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Pacific Excel Wealth Advisors sold 48,024 First Trust Active Factor Large Cap ETF shares in Q2 2026, an estimated $1.85M.
  • Pacific Excel Wealth Advisors first reported a position in First Trust Active Factor Large Cap ETF in Q4 2025 and held it in 2 quarters.
  • Pacific Excel Wealth Advisors's First Trust Active Factor Large Cap ETF position peaked at $1.85M in Q1 2026.
  • 131 funds tracked by Wall St. Rank held First Trust Active Factor Large Cap ETF as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.