Principal Securities’s First Trust Active Factor Large Cap ETF AFLG Stock Holding History

Principal Securities’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	$669K	Buy	15,398 +3,793	+33%	+$161K	0.01%	947
2026 Q1	$448K	Buy	11,605 +3,618	+45%	+$144K	0.01%	1029
2025 Q4	$312K	Buy	7,987 +309	+4%	+$12K	﹤0.01%	1129
2025 Q3	$298K	Buy	7,678 +325	+4%	+$12.2K	﹤0.01%	1124
2025 Q2	$267K	Buy	7,353 +2,935	+66%	+$99.9K	0.01%	1110
2025 Q1	$153K	Hold	4,418	–	–	﹤0.01%	1247
2024 Q4	$153K	Buy	+4,418	New	+$155K	﹤0.01%	1246

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

Principal Securities's AFLG Position: Q2 2026 in Review

Principal Securities increased its First Trust Active Factor Large Cap ETF (AFLG) stake by 33% in Q2 2026, buying an estimated $161K and bringing the position to 15,398 shares worth $669K. The position accounts for 0.01% of the portfolio, ranked #947.

Principal Securities 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.

Principal Securities held 15,398 shares of First Trust Active Factor Large Cap ETF worth $669K as of Q2 2026.
Principal Securities bought 3,793 First Trust Active Factor Large Cap ETF shares in Q2 2026, an estimated $161K.
First Trust Active Factor Large Cap ETF made up 0.01% of Principal Securities's portfolio in Q2 2026, its #947 holding.
Principal Securities 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 Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.