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Richards, Merrill & Peterson’s First Trust Active Factor Large Cap ETF AFLG Stock Holding History

Richards, Merrill & Peterson’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
-96
Closed -$3.7K – 286
2026
Q1 		$3.7K Buy
+96
New +$3.82K ﹤0.01% 278

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

Richards, Merrill & Peterson's AFLG Position: Q2 2026 in Review

Richards, Merrill & Peterson sold out of First Trust Active Factor Large Cap ETF (AFLG) in Q2 2026, closing a stake of 96 shares — an estimated $3.7K sold.

Richards, Merrill & Peterson first reported a position in AFLG in Q1 2026 and held it in 1 quarter. The position peaked at $3.7K in Q1 2026. 132 funds tracked by Wall St. Rank hold AFLG as of Q2 2026.

  • Richards, Merrill & Peterson reported no remaining First Trust Active Factor Large Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Richards, Merrill & Peterson sold 96 First Trust Active Factor Large Cap ETF shares in Q2 2026, an estimated $3.7K.
  • Richards, Merrill & Peterson first reported a position in First Trust Active Factor Large Cap ETF in Q1 2026 and held it in 1 quarter.
  • Richards, Merrill & Peterson's First Trust Active Factor Large Cap ETF position peaked at $3.7K in Q1 2026.
  • 132 funds tracked by Wall St. Rank held First Trust Active Factor Large Cap ETF as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.