UBS Group
AFLG icon

UBS Group’s First Trust Active Factor Large Cap ETF AFLG Stock Holding History

UBS Group’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
Q4 		– Sell
-3
Closed -$116 – 10446
2025
Q3 		$116 Buy
+3
New +$112 ﹤0.01% 9893
2024
Q1 		– Sell
-173
Closed -$4.73K – 9239
2023
Q4 		$4.73K Sell
173
-50
-22% -$1.29K ﹤0.01% 7830
2023
Q3 		$5.51K Buy
+223
New +$5.68K ﹤0.01% 7364
2023
Q2 		– Sell
-176
Closed -$4.23K – 8832
2023
Q1 		$4.23K Sell
176
-2,367
-93% -$56.4K ﹤0.01% 8215
2022
Q4 		$58.8K Buy
2,543
+1,800
+242% +$42K ﹤0.01% 6605
2022
Q3 		$16K Buy
743
+116
+19% +$2.73K ﹤0.01% 7670
2022
Q2 		$14K Buy
+627
New +$15.4K ﹤0.01% 7381
2021
Q4 		– Sell
-838
Closed -$21K – 10217
2021
Q3 		$21K Buy
838
+57
+7% +$1.49K ﹤0.01% 7099
2021
Q2 		$20K Buy
781
+721
+1,202% +$18K ﹤0.01% 7315
2021
Q1 		$1K Buy
+60
New +$1.39K ﹤0.01% 8741

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
AAP
Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $521M AUM 18.99% 1-Year Est. Return