First Trust Active Factor LaAFLGETF
13F holders, Q2 2025 (June 30)84holders +14
19new positions
5sold out
1famous investor
$36.31avg. 13F price*
At the end of Q2 2025, 84 institutions reported holding First Trust Active Factor La (AFLG) in their 13F filings, up 14 from Q1 2025. 19 opened new positions and 5 sold out. The largest holders were LPL Financial LLC ($58.8M), Envestnet Asset Management Inc. ($26.3M) and Manchester Financial Inc. ($14.3M). 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
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $19.0M |
| Exits | 5 | $2.1M |
All 13F filers, Q1 2025 → Q2 2025: 2,119,715 shares bought and 232,824 shares sold, net +1,886,891 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 84 holders
| LPL Financial LLC | 0.02% | Add +73.2% | 1,619,717 | $58.8M |
| Envestnet Asset Management Inc. | 0.01% | Add +4.6% | 724,835 | $26.3M |
| Manchester Financial Inc. | 2.98% | Add +92.7% | 392,758 | $14.3M |
| Stifel Financial Corp. | 0.01% | Reduce -2.0% | 370,173 | $13.4M |
| Cetera Investment Advisers | 0.02% | Add +41.1% | 302,560 | $11.0M |
| Assetmark, Inc. | 0.02% | Add +25.0% | 283,808 | $10.3M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +75.8% | 232,529 | $8.4M |
| Global Retirement Partners, LLC | 0.18% | — | 194,757 | $7.1M |
| Kestra Private Wealth Services, LLC | 0.08% | Add +8.4% | 148,351 | $5.4M |
| Gladstone Institutional Advisory LLC | 0.20% | New | 136,338 | $5.0M |
| Sigma Planning Corp | 0.15% | Add +1084.3% | 133,772 | $4.9M |
| Kestra Advisory Services, LLC | 0.02% | Add +347.0% | 117,653 | $4.3M |
| Jane Street Group, LLC | 0.01% | New | 99,895 | $3.6M |
| Osaic Holdings, Inc. | 0.01% | Add +25.8% | 86,931 | $3.1M |
| Benjamin Edwards Inc. | 0.04% | Add +21.1% | 81,490 | $3.0M |
| Prospera Financial Services Inc | 0.06% | Reduce -0.8% | 81,258 | $3.0M |
| Bank of America Corp. | 0.00% | New | 81,121 | $2.9M |
| Bank of New York Mellon Corp | 0.00% | Add +0.4% | 76,749 | $2.8M |
| AE Wealth Management LLC | 0.02% | Reduce -18.9% | 75,748 | $2.8M |
| Iams Wealth Management, LLC | 1.22% | Reduce -10.9% | 73,177 | $2.7M |
| D.A. Davidson & Co. | 0.02% | Reduce -0.3% | 68,267 | $2.5M |
| IFP Advisors, Inc | 0.07% | Add +33.8% | 65,992 | $2.4M |
| Atria Investments, Inc | 0.03% | Add +7.5% | 65,643 | $2.4M |
| Truist Financial Corp. | 0.00% | Add +50.1% | 58,720 | $2.1M |
| NewEdge Advisors, LLC | 0.01% | Add +99.2% | 58,717 | $2.1M |
| Gentry Private Wealth, LLC | 1.61% | Add +0.9% | 57,949 | $2.1M |
| Boyce & Associates Wealth Consulting, Inc. | 1.79% | Add +23.3% | 53,813 | $2.0M |
| Gateway Wealth Partners, LLC | 0.37% | Add +24.2% | 53,430 | $1.9M |
| OneAscent Financial Services LLC | 0.13% | Add +5.1% | 48,886 | $1.8M |
| Janney Montgomery Scott LLC | 0.00% | Add +15.0% | 48,202 | $1.8M |
| Snowden Capital Advisors LLC | 0.05% | Reduce -6.5% | 46,731 | $1.7M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -3.6% | 45,447 | $1.7M |
| Kingsview Wealth Management, LLC | 0.03% | Add +2.5% | 42,885 | $1.6M |
| Independent Financial Group, LLC | 0.04% | Add +42.5% | 41,531 | $1.5M |
| Park Avenue Securities LLC | 0.01% | New | 38,623 | $1.4M |
| NewEdge Wealth, LLC | 0.02% | Add +51.5% | 36,120 | $1.3M |
| Citadel Advisors | 0.00% | Reduce -7.2% | 35,115 | $1.3M |
| Susquehanna International Group, LLP | 0.00% | Reduce -55.2% | 34,867 | $1.3M |
| Pinnacle Family Advisors, LLC | 0.57% | Add +32.2% | 32,266 | $1.2M |
| Coppell Advisory Solutions LLC | 0.14% | Reduce -47.3% | 32,053 | $1.2M |
| Integrated Wealth Concepts LLC | 0.01% | New | 29,656 | $1.1M |
| Smith, Moore & Co. | 0.09% | Add +16.2% | 29,060 | $1.1M |
| Arkadios Wealth Advisors | 0.03% | New | 25,794 | $937K |
| Harbour Investments, Inc. | 0.02% | Add +37.7% | 24,484 | $889K |
| Foundations Investment Advisors, LLC | 0.01% | New | 24,318 | $883K |
| Sanctuary Advisors, LLC | 0.00% | Add +12.5% | 20,991 | $762K |
| Mutual Advisors, LLC | 0.02% | New | 19,593 | $727K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.09% | Reduce -11.3% | 19,812 | $719K |
| &partners | 0.01% | Add +41.3% | 19,712 | $716K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +30.5% | 18,637 | $677K |
| Wealth Watch Advisors, INC | 0.38% | Add +16.5% | 18,011 | $654K |
| Tower Research Capital LLC (TRC) | 0.02% | New | 17,824 | $647K |
| FSB Premier Wealth Management, Inc. | 0.23% | Add +45.2% | 17,400 | $632K |
| Commonwealth Equity Services, LLC | 0.00% | Add +68.1% | 17,103 | $621K |
| Blackhawk Capital Partners, LLC | 0.28% | Reduce -3.0% | 16,674 | $605K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -68.2% | 15,719 | $571K |
| RFG Advisory, LLC | 0.01% | Add +17.6% | 15,222 | $553K |
| World Equity Group, Inc. | 0.14% | Reduce -48.4% | 14,641 | $532K |
| DAVENPORT & Co LLC | 0.00% | Reduce -0.3% | 13,449 | $488K |
| Traction Financial Partners, LLC | 0.31% | New | 12,691 | $461K |
| HBW Advisory Services LLC | 0.05% | Add +2.4% | 11,839 | $430K |
| Goldman Sachs Group Inc. | 0.00% | New | 10,899 | $396K |
| Geneos Wealth Management Inc. | 0.01% | Add +104.0% | 10,314 | $375K |
| Maridea Wealth Management LLC | 0.09% | Reduce -41.7% | 9,089 | $330K |
| Apollon Wealth Management, LLC | 0.01% | Add +35.9% | 9,029 | $328K |
| MML Investors Services, LLC | 0.00% | Add +0.2% | 7,860 | $285K |
| Principal Securities, Inc. | 0.01% | Add +66.4% | 7,353 | $267K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +5.2% | 7,255 | $263K |
| Founders Financial Alliance, LLC | 0.06% | Add +21.1% | 7,110 | $258K |
| GeoWealth Management, LLC | 0.01% | New | 6,380 | $232K |
| LaSalle St. Investment Advisors, LLC | 0.06% | New | 6,375 | $231K |
| First Trust Advisors LP | 0.00% | New | 5,963 | $217K |
| IHT Wealth Management, LLC | 0.01% | New | 5,512 | $200K |
| Tucker Asset Management LLC | 0.04% | Add +240.6% | 3,038 | $110K |
| CIBC Private Wealth Group LLC | 0.00% | New | 1,223 | $44K |
| Rossby Financial, LCC | 0.01% | Add +0.2% | 904 | $33K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 500 | $18K |
| Medallion Wealth Advisors, LLC | 0.01% | Add +0.2% | 480 | $17K |
| Cwm, LLC | 0.00% | New | 357 | $13K |
| Ameritas Advisory Services, LLC | 0.00% | New | 241 | $9K |
| Morgan Stanley | 0.00% | Reduce -0.5% | 216 | $8K |
| Transce3nd, LLC | 0.00% | No change | 186 | $7K |
| American National Bank & Trust | 0.00% | No change | 156 | $6K |
| Royal Bank of Canada | 0.00% | New | 111 | $4K |
"% 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.