&Partners’s First Trust Active Factor Large Cap ETF AFLG Stock Holding History

&Partners’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	$1.31M	Buy	30,151 +1,960	+7%	+$83.2K	0.01%	1257
2026 Q1	$1.09M	Buy	28,191 +1,814	+7%	+$72.2K	0.01%	1252
2025 Q4	$1.03M	Buy	26,377 +1,897	+8%	+$74K	0.01%	1205
2025 Q3	$950K	Buy	24,480 +4,768	+24%	+$178K	0.01%	1112
2025 Q2	$716K	Buy	19,712 +5,764	+41%	+$196K	0.01%	1159
2025 Q1	$498K	Buy	13,948 +5,277	+61%	+$184K	0.01%	1131
2024 Q4	$303K	Buy	+8,671	New	+$303K	﹤0.01%	1332

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

&Partners's AFLG Position: Q2 2026 in Review

&Partners increased its First Trust Active Factor Large Cap ETF (AFLG) stake by 7% in Q2 2026, buying an estimated $83.2K and bringing the position to 30,151 shares worth $1.31M. The position accounts for 0.01% of the portfolio, ranked #1257.

&Partners first reported a position in AFLG in Q4 2024 and has held it in 7 quarters since. 132 funds tracked by Wall St. Rank hold AFLG as of Q2 2026.

&Partners held 30,151 shares of First Trust Active Factor Large Cap ETF worth $1.31M as of Q2 2026.
&Partners bought 1,960 First Trust Active Factor Large Cap ETF shares in Q2 2026, an estimated $83.2K.
First Trust Active Factor Large Cap ETF made up 0.01% of &Partners's portfolio in Q2 2026, its #1257 holding.
&Partners first reported a position in First Trust Active Factor Large Cap ETF in Q4 2024 and has held it in 7 quarters since.
132 funds tracked by Wall St. Rank held First Trust Active Factor Large Cap ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.