Pinnacle Family Advisors’s First Trust Active Factor Large Cap ETF AFLG Stock Holding History

Pinnacle Family 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 Q1	$1.31M	Buy	33,984 +678	+2%	+$27K	0.62%	34
2025 Q4	$1.3M	Buy	+33,306	New	+$1.3M	0.57%	36
2025 Q3	–	Sell	-32,266	Closed	-$1.17M	–	125
2025 Q2	$1.17M	Buy	32,266 +7,852	+32%	+$267K	0.57%	40
2025 Q1	$823K	Buy	+24,414	New	+$851K	0.45%	49

Other funds holding AFLG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 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 Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Pinnacle Family Advisors's AFLG Position: Q1 2026 in Review

Pinnacle Family Advisors increased its First Trust Active Factor Large Cap ETF (AFLG) stake by 2% in Q1 2026, buying an estimated $27K and bringing the position to 33,984 shares worth $1.31M. The position accounts for 0.62% of the portfolio, ranked #34.

Pinnacle Family Advisors first reported a position in AFLG in Q1 2025 and has held it in 4 quarters since. 109 funds tracked by Wall St. Rank hold AFLG as of Q1 2026.

Pinnacle Family Advisors held 33,984 shares of First Trust Active Factor Large Cap ETF worth $1.31M as of Q1 2026.
Pinnacle Family Advisors bought 678 First Trust Active Factor Large Cap ETF shares in Q1 2026, an estimated $27K.
First Trust Active Factor Large Cap ETF made up 0.62% of Pinnacle Family Advisors's portfolio in Q1 2026, its #34 holding.
Pinnacle Family Advisors first reported a position in First Trust Active Factor Large Cap ETF in Q1 2025 and has held it in 4 quarters since.
109 funds tracked by Wall St. Rank held First Trust Active Factor Large Cap ETF as of Q1 2026.

Based on Pinnacle Family Advisors's 13F filing for Q1 2026, filed 15 May 2026.