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RFG - Bristol Wealth Advisors’s First Trust Active Factor Large Cap ETF AFLG Stock Holding History

RFG - Bristol 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
2025
Q2 		– Sell
-20,271
Closed -$683K – 175
2025
Q1 		$683K Buy
+20,271
New +$707K 0.23% 84

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MF
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Stifel Financial
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Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $5.64B AUM
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

RFG - Bristol Wealth Advisors's AFLG Position: Q2 2025 in Review

RFG - Bristol Wealth Advisors sold out of First Trust Active Factor Large Cap ETF (AFLG) in Q2 2025, closing a stake of 20,271 shares — an estimated $683K sold.

RFG - Bristol Wealth Advisors first reported a position in AFLG in Q1 2025 and held it in 1 quarter. The position peaked at $683K in Q1 2025. 84 funds tracked by Wall St. Rank hold AFLG as of Q2 2025.

  • RFG - Bristol Wealth Advisors reported no remaining First Trust Active Factor Large Cap ETF position as of Q2 2025 after selling out during the quarter.
  • RFG - Bristol Wealth Advisors sold 20,271 First Trust Active Factor Large Cap ETF shares in Q2 2025, an estimated $683K.
  • RFG - Bristol Wealth Advisors first reported a position in First Trust Active Factor Large Cap ETF in Q1 2025 and held it in 1 quarter.
  • RFG - Bristol Wealth Advisors's First Trust Active Factor Large Cap ETF position peaked at $683K in Q1 2025.
  • 84 funds tracked by Wall St. Rank held First Trust Active Factor Large Cap ETF as of Q2 2025.

Based on RFG - Bristol Wealth Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.