First Trust Active Factor LaAFLGETF

13F holders, Q2 2026 (June 30)
132holders +21
23new positions
3sold out
1famous investor
$43.34avg. 13F price*

At the end of Q2 2026, 132 institutions reported holding First Trust Active Factor La (AFLG) in their 13F filings, up 21 from Q1 2026. 23 opened new positions and 3 sold out. The largest holders were LPL Financial LLC ($162.8M), Envestnet Asset Management Inc. ($58.7M) and Stifel Financial Corp. ($29.4M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
First Trust Active Factor La
CUSIP
33740F821
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2024: 7Q1 2024Q2 2024: 9Q2 2024Q3 2024: 12Q3 2024Q4 2024: 50Q4 2024Q1 2025: 70Q1 2025Q2 2025: 84Q2 2025Q3 2025: 95Q3 2025Q4 2025: 109Q4 2025Q1 2026: 111Q1 2026Q2 2026: 132Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions23$10.8M
Exits3$1.9M

All 13F filers, Q1 2026 → Q2 2026: 1,725,725 shares bought and 363,470 shares sold, net +1,362,255 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 132 holders

LPL Financial LLC 0.04% Add +11.8% 3,749,879 $162.8M
Envestnet Asset Management Inc. 0.01% Add +19.8% 1,350,946 $58.7M
Stifel Financial Corp. 0.02% Add +0.1% 677,127 $29.4M
Arax Advisory Partners 0.17% Add +8.4% 606,040 $26.3M
Assetmark, Inc. 0.03% Add +5.2% 432,914 $18.8M
Stenger Family Office, LLC 2.82% Reduce -2.9% 408,634 $17.7M
Cetera Investment Advisers 0.02% Add +3.7% 399,483 $17.3M
Cambridge Investment Research Advisors, Inc. 0.04% Add +8.7% 393,444 $17.1M
Truist Financial Corp. 0.02% Add +168.8% 315,935 $13.7M
Kirkwood Financial Services 3.71% Add +3.2% 298,890 $13.0M
Osaic Holdings, Inc. 0.01% Add +154.3% 263,481 $11.4M
Prospera Financial Services Inc 0.14% Reduce -43.5% 229,423 $10.0M
Integrated Wealth Concepts LLC 0.06% Add +26.0% 210,923 $9.2M
Global Retirement Partners, LLC 0.14% — 209,335 $9.1M
Kingsview Wealth Management, LLC 0.10% Add +0.6% 191,726 $8.3M
Benjamin Edwards Inc. 0.07% Reduce -1.5% 175,210 $7.6M
Kestra Private Wealth Services, LLC 0.07% Reduce -4.4% 144,812 $6.3M
IFP Advisors, Inc 0.10% Add +14.9% 121,179 $5.3M
Maridea Wealth Management LLC 0.56% Add +10.2% 117,671 $5.1M
Mgo One Seven LLC 0.08% Add +5.9% 114,188 $5.0M
Janney Montgomery Scott LLC 0.01% Add +10.4% 113,542 $4.9M
Gateway Wealth Partners, LLC 0.29% Reduce -37.2% 111,705 $4.9M
Ni Acquisitions Company, LLC 2.06% — 102,956 $4.8M
Bank of New York Mellon Corp 0.00% Reduce -3.0% 107,373 $4.7M
Snowden Capital Advisors LLC 0.11% Add +29.2% 105,669 $4.6M
Farther Finance Advisors, LLC 0.03% New 98,964 $4.3M
Wagner Wealth Management, Corp 3.26% Add +3.5% 92,984 $4.0M
Concurrent Investment Advisors, LLC 0.03% Add +0.5% 91,423 $4.0M
Iams Wealth Management, LLC 1.19% Reduce -3.3% 91,041 $4.0M
Kestra Advisory Services, LLC 0.01% Add +8.4% 88,452 $3.8M
D.A. Davidson & Co. 0.02% Add +23.2% 88,199 $3.8M
Boyce & Associates Wealth Consulting, Inc. 2.58% Add +3.1% 85,564 $3.7M
Atria Investments, Inc 0.04% Reduce -1.1% 82,181 $3.6M
AE Wealth Management LLC 0.02% Reduce -8.7% 74,653 $3.2M
Sigma Planning Corp 0.08% Add +0.9% 74,527 $3.2M
Orion Porfolio Solutions, LLC 0.02% Add +1.9% 74,155 $3.2M
NewEdge Advisors, LLC 0.01% Add +16.3% 72,272 $3.1M
Park Avenue Securities LLC 0.02% Add +2.0% 60,217 $2.6M
Harbour Investments, Inc. 0.04% Add +61.5% 59,777 $2.6M
OneAscent Financial Services LLC 0.12% Reduce -1.1% 58,611 $2.5M
Koshinski Asset Management, Inc. 0.13% Add +37.1% 58,183 $2.5M
RFG Advisory, LLC 0.03% Reduce -9.3% 50,550 $2.2M
Ignite Planners, LLC 0.28% Add +51.6% 46,616 $2.0M
NewEdge Wealth, LLC 0.02% Add +28.9% 45,513 $2.0M
Citadel Advisors 0.00% New 44,186 $1.9M
Pinnacle Family Advisors, LLC 0.79% Add +28.3% 43,607 $1.9M
Foundations Investment Advisors, LLC 0.02% Add +73.0% 43,191 $1.9M
Arkadios Wealth Advisors 0.03% Add +18.9% 39,983 $1.7M
Smith, Moore & Co. 0.11% Add +4.9% 37,612 $1.6M
Gentry Private Wealth, LLC 0.80% Add +3.2% 35,897 $1.6M
Sanctuary Advisors, LLC 0.01% Add +0.3% 35,196 $1.5M
J.W. Cole Advisors, Inc. 0.03% New 35,142 $1.5M
FSB Premier Wealth Management, Inc. 0.41% Reduce -1.0% 33,805 $1.5M
Wealth Watch Advisors, INC 0.47% Add +75.8% 33,456 $1.5M
HBW Advisory Services LLC 0.13% Add +2.5% 33,109 $1.4M
&partners 0.01% Add +7.0% 30,151 $1.3M
Susquehanna International Group, LLP 0.00% Add +108.5% 27,469 $1.2M
Great Valley Advisor Group, Inc. 0.02% Add +30.0% 26,805 $1.2M
Commonwealth Equity Services, LLC 0.00% Add +29.1% 25,026 $1.1M
Envestnet Portfolio Solutions, Inc. 0.00% Add +6.4% 21,736 $944K
Blackhawk Capital Partners, LLC 0.31% Add +32.6% 21,648 $940K
Asset Allocation Strategies LLC 0.13% Add +91.4% 20,066 $871K
Independent Financial Group, LLC 0.01% Reduce -62.6% 16,505 $717K
MML Investors Services, LLC 0.00% Add +20.3% 16,212 $704K
SLT Holdings LLC 0.45% New 16,088 $699K
Principal Securities, Inc. 0.01% Add +32.7% 15,398 $669K
Spectrum Wealth Advisory Group, LLC 0.19% New 14,991 $651K
Mutual Advisors, LLC 0.01% Add +36.6% 14,278 $620K
World Equity Group, Inc. 0.14% Add +4.9% 14,114 $613K
Manchester Financial Inc. 0.10% Add +3.0% 13,471 $585K
Apollon Wealth Management, LLC 0.01% Add +43.3% 12,201 $530K
Geneos Wealth Management Inc. 0.01% No change 10,314 $448K
IHT Wealth Management, LLC 0.01% Reduce -1.3% 10,009 $435K
World Investment Advisors 0.01% Add +19.4% 9,844 $426K
Silver Oak Securities, Incorporated 0.03% Add +29.2% 9,753 $423K
GeoWealth Management, LLC 0.01% Add +0.7% 9,702 $421K
Novem Group 0.04% Add +2.4% 8,961 $389K
Private Client Services, LLC 0.10% Add +1.1% 8,864 $385K
Tucker Asset Management LLC 0.09% Add +48.7% 7,983 $347K
Pinnacle Financial Partners, Inc. 0.00% Reduce -9.1% 7,881 $342K
Ceera Investments, LLC 0.14% Add +21.0% 7,849 $341K
Ashton Thomas Private Wealth, LLC 0.01% Add +9.5% 7,814 $339K
Founders Financial Alliance, LLC 0.04% Reduce -0.0% 7,547 $328K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.12% No change 7,492 $325K
Crusonia Wealth Advisors LLC 0.05% No change 7,235 $314K
Luts & Greenleigh Group, Inc. 0.23% No change 6,903 $300K
LaSalle St. Investment Advisors, LLC 0.04% Reduce -2.0% 6,652 $289K
First Trust Advisors LP 0.00% Reduce -0.7% 6,416 $279K
First Heartland Consultants, Inc. 0.02% New 6,139 $267K
DAVENPORT & Co LLC 0.00% Add +3.1% 5,859 $254K
ABLE Financial Group, LLC 0.04% New 5,724 $249K
Western Wealth Management, LLC 0.01% Add +2.9% 5,458 $237K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.01% New 5,258 $228K
IFG Advisory, LLC 0.01% New 5,081 $221K
Purewater Capital LLC 0.16% New 4,985 $216K
BlueChip Wealth Advisors LLC 0.08% New 4,788 $208K
Cullen/Frost Bankers, Inc. 0.00% Add +116.4% 4,557 $198K
GoalVest Advisory LLC 0.02% No change 2,902 $126K
Synergy Investment Management, LLC 0.03% No change 2,413 $105K
Tounjian Advisory Partners, LLC 0.04% New 2,303 $100K

"% of holder's portfolio" is AFLG's weight in each manager's 13F, not the share of First Trust Active Factor La the manager owns.

Show all 132 holders