Spire Wealth Management’s First Trust Active Factor Large Cap ETF AFLG Stock Holding History

Spire Wealth Management’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	$33.2K	Buy	764 +124	+19%	+$5.26K	﹤0.01%	1288
2026 Q1	$24.7K	Buy	+640	New	+$25.5K	﹤0.01%	1367
2022 Q2	–	Sell	-5,690	Closed	-$152K	–	2645
2022 Q1	$152K	Buy	5,690 +29	+0.5%	+$763	﹤0.01%	1004
2021 Q4	$159K	Buy	5,661 +1	+0%	+$27	﹤0.01%	1196
2021 Q3	$143K	Buy	+5,660	New	+$148K	﹤0.01%	1054

Other funds holding AFLG

Stenger Family Office Naperville, Illinois $629M AUM 25.67% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return

Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return

Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

GoalVest Advisory New York $539M AUM 27.49% 1-Year Est. Return