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Synergy Investment Management’s First Trust Active Factor Large Cap ETF AFLG Stock Holding History

Synergy Investment 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
Q1 		$93.1K Buy
+2,413
New +$96.1K 0.03% 200
2025
Q2 		– Sell
-3,500
Closed -$118K – 92
2025
Q1 		$118K Buy
+3,500
New +$122K 0.05% 160

Other funds holding AFLG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Stifel Financial
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
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
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

Synergy Investment Management's AFLG Position: Q1 2026 in Review

Synergy Investment Management opened a new position in First Trust Active Factor Large Cap ETF (AFLG) in Q1 2026: 2,413 shares worth $93.1K. The stake represents 0.03% of the portfolio and ranks #200 among its holdings. This is a return to the name: Synergy Investment Management previously reported a position in AFLG as recently as Q1 2025.

Synergy Investment Management first reported a position in AFLG in Q1 2025 and has held it in 2 quarters since. The position peaked at $118K in Q1 2025. 109 funds tracked by Wall St. Rank hold AFLG as of Q1 2026.

  • Synergy Investment Management held 2,413 shares of First Trust Active Factor Large Cap ETF worth $93.1K as of Q1 2026.
  • First Trust Active Factor Large Cap ETF was a new Synergy Investment Management position in Q1 2026.
  • First Trust Active Factor Large Cap ETF made up 0.03% of Synergy Investment Management's portfolio in Q1 2026, its #200 holding.
  • Synergy Investment Management first reported a position in First Trust Active Factor Large Cap ETF in Q1 2025 and has held it in 2 quarters since.
  • Synergy Investment Management's First Trust Active Factor Large Cap ETF position peaked at $118K in Q1 2025.
  • 109 funds tracked by Wall St. Rank held First Trust Active Factor Large Cap ETF as of Q1 2026.

Based on Synergy Investment Management's 13F filing for Q1 2026, filed 15 May 2026.