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

World Equity 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
2026 Q3	–	Sell	-14,114	Closed	-$613K	–	257
2026 Q2	$613K	Buy	14,114 +663	+5%	+$28.1K	0.14%	180
2026 Q1	$519K	Buy	13,451 +525	+4%	+$20.9K	0.13%	187
2025 Q4	$505K	Sell	12,926 -2,331	-15%	-$90.9K	0.14%	167
2025 Q3	$592K	Buy	15,257 +616	+4%	+$23K	0.13%	155
2025 Q2	$532K	Sell	14,641 -13,713	-48%	-$467K	0.15%	152
2025 Q1	$955K	Buy	28,354 +2,093	+8%	+$73K	0.27%	80
2024 Q4	$907K	Buy	26,261 +15,498	+144%	+$542K	0.19%	114
2024 Q3	$367K	Buy	+10,763	New	+$349K	0.13%	156

Other funds holding AFLG

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

WWMP

Wagner Wealth Management (Pennsylvania) Conyngham, Pennsylvania $128M AUM 17.98% 1-Year Est. Return

Boyce & Associates Wealth Consulting Cedar Park, Texas $165M AUM 13.3% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Iams Wealth Management Omaha, Nebraska $342M AUM 13.91% 1-Year Est. Return

Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return

Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return

ARWA LLC Fort Worth, Texas $272M AUM 11.43% 1-Year Est. Return

World Equity Group's AFLG Position: Q3 2026 in Review

World Equity Group sold out of First Trust Active Factor Large Cap ETF (AFLG) in Q3 2026, closing a stake of 14,114 shares — an estimated $613K sold.

World Equity Group first reported a position in AFLG in Q3 2024 and held it in 8 quarters. The position peaked at $955K in Q1 2025. 31 funds tracked by Wall St. Rank hold AFLG as of Q3 2026.

World Equity Group reported no remaining First Trust Active Factor Large Cap ETF position as of Q3 2026 after selling out during the quarter.
World Equity Group sold 14,114 First Trust Active Factor Large Cap ETF shares in Q3 2026, an estimated $613K.
World Equity Group first reported a position in First Trust Active Factor Large Cap ETF in Q3 2024 and held it in 8 quarters.
World Equity Group's First Trust Active Factor Large Cap ETF position peaked at $955K in Q1 2025.
31 funds tracked by Wall St. Rank held First Trust Active Factor Large Cap ETF as of Q3 2026.

Based on World Equity Group's 13F filing for Q3 2026, filed 14 Oct 2026.