First Trust Active Factor LaAFLGETF

13F holders, Q3 2025 (September 30)
95holders +11
16new positions
7sold out
1famous investor
$38.81avg. 13F price*

At the end of Q3 2025, 95 institutions reported holding First Trust Active Factor La (AFLG) in their 13F filings, up 11 from Q2 2025. 16 opened new positions and 7 sold out. The largest holders were LPL Financial LLC ($80.3M), Envestnet Asset Management Inc. ($29.0M) and Manchester Financial Inc. ($19.6M). 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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions16$12.2M
Exits7$5.3M

All 13F filers, Q2 2025 → Q3 2025: 1,396,576 shares bought and 320,124 shares sold, net +1,076,452 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 95 holders

LPL Financial LLC 0.02% Add +27.8% 2,069,155 $80.3M
Envestnet Asset Management Inc. 0.01% Add +2.9% 746,048 $29.0M
Manchester Financial Inc. 3.92% Add +28.6% 505,168 $19.6M
Stifel Financial Corp. 0.01% Reduce -0.4% 368,573 $14.3M
Cetera Investment Advisers 0.01% Add +5.3% 318,688 $12.4M
Assetmark, Inc. 0.02% Add +3.9% 294,726 $11.4M
Cambridge Investment Research Advisors, Inc. 0.03% Add +21.9% 283,497 $11.0M
Kirkwood Financial Services 4.01% — 278,608 $10.8M
Menora Mivtachim Holdings LTD. 0.05% New 256,633 $10.0M
Prospera Financial Services Inc 0.16% Add +194.2% 239,089 $9.3M
Global Retirement Partners, LLC 0.18% Add +3.7% 202,020 $7.8M
Kestra Private Wealth Services, LLC 0.08% Add +7.0% 158,730 $6.2M
Kestra Advisory Services, LLC 0.02% Add +16.2% 136,736 $5.3M
Sigma Planning Corp 0.14% Reduce -2.2% 130,889 $5.1M
Gladstone Institutional Advisory LLC 0.18% Reduce -9.5% 123,437 $4.8M
Benjamin Edwards Inc. 0.04% Add +12.8% 91,925 $3.6M
Osaic Holdings, Inc. 0.00% Reduce -0.9% 86,182 $3.3M
IFP Advisors, Inc 0.08% Add +20.1% 79,268 $3.1M
Bank of New York Mellon Corp 0.00% Add +1.8% 78,090 $3.0M
Snowden Capital Advisors LLC 0.08% Add +59.9% 74,709 $2.9M
AE Wealth Management LLC 0.02% Reduce -3.7% 72,925 $2.8M
Iams Wealth Management, LLC 1.12% Reduce -1.7% 71,935 $2.8M
D.A. Davidson & Co. 0.02% Add +1.3% 69,120 $2.7M
Boyce & Associates Wealth Consulting, Inc. 2.14% Add +24.9% 67,232 $2.6M
Atria Investments, Inc 0.03% Add +2.4% 67,210 $2.6M
NewEdge Advisors, LLC 0.01% Add +12.5% 66,036 $2.6M
Independent Financial Group, LLC 0.05% Add +36.9% 56,836 $2.2M
Janney Montgomery Scott LLC 0.01% Add +16.8% 56,298 $2.2M
Truist Financial Corp. 0.00% Reduce -4.5% 56,078 $2.2M
Gateway Wealth Partners, LLC 0.29% Add +3.6% 55,342 $2.1M
Gentry Private Wealth, LLC 1.42% Reduce -9.4% 52,520 $2.0M
OneAscent Financial Services LLC 0.13% Add +3.0% 50,365 $2.0M
Orion Porfolio Solutions, LLC 0.01% Reduce -0.7% 45,120 $1.8M
Kingsview Wealth Management, LLC 0.03% Add +3.7% 44,483 $1.7M
RFG Advisory, LLC 0.03% Add +176.8% 42,137 $1.6M
Park Avenue Securities LLC 0.01% Add +5.0% 40,569 $1.6M
Citadel Advisors 0.00% Add +15.4% 40,532 $1.6M
Concurrent Investment Advisors, LLC 0.02% Add +404.8% 36,625 $1.4M
NewEdge Wealth, LLC 0.02% Add +0.0% 36,123 $1.4M
FSB Premier Wealth Management, Inc. 0.46% Add +107.4% 36,089 $1.4M
Smith, Moore & Co. 0.10% Add +13.4% 32,942 $1.3M
Integrated Wealth Concepts LLC 0.01% Add +2.6% 30,430 $1.2M
Arkadios Wealth Advisors 0.03% Add +16.5% 30,052 $1.2M
Coppell Advisory Solutions LLC 0.12% Reduce -6.5% 29,956 $1.2M
Susquehanna International Group, LLP 0.00% Reduce -21.3% 27,431 $1.1M
Sanctuary Advisors, LLC 0.01% Add +23.3% 25,885 $1.0M
Harbour Investments, Inc. 0.02% Add +4.2% 25,504 $990K
Foundations Investment Advisors, LLC 0.01% Add +4.6% 25,443 $987K
&partners 0.01% Add +24.2% 24,480 $950K
Great Valley Advisor Group, Inc. 0.01% Reduce -0.9% 18,462 $717K
Koshinski Asset Management, Inc. 0.05% New 18,095 $702K
Financial Gravity Asset Management, Inc. 0.13% — 17,534 $680K
HBW Advisory Services LLC 0.07% Add +43.4% 16,978 $659K
Maridea Wealth Management LLC 0.10% Add +81.6% 16,508 $642K
Blackhawk Capital Partners, LLC 0.25% Reduce -2.3% 16,294 $632K
World Equity Group, Inc. 0.13% Add +4.2% 15,257 $592K
DAVENPORT & Co LLC 0.00% Add +1.1% 13,600 $528K
Commonwealth Equity Services, LLC 0.00% Reduce -22.4% 13,267 $515K
Wealth Watch Advisors, INC 0.21% Reduce -27.0% 13,142 $510K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -21.8% 12,292 $477K
Geneos Wealth Management Inc. 0.01% No change 10,314 $400K
Apollon Wealth Management, LLC 0.01% Reduce -1.3% 8,915 $346K
GeoWealth Management, LLC 0.01% Add +37.3% 8,758 $340K
Synovus Financial Corp. 0.00% New 8,747 $340K
Goldman Sachs Group Inc. 0.00% Reduce -23.0% 8,394 $326K
Mutual Advisors, LLC 0.01% Reduce -57.7% 8,290 $322K
MML Investors Services, LLC 0.00% Add +1.5% 7,980 $310K
LaSalle St. Investment Advisors, LLC 0.05% Add +22.5% 7,807 $303K
Principal Securities, Inc. 0.00% Add +4.4% 7,678 $298K
Tower Research Capital LLC (TRC) 0.01% Reduce -57.4% 7,595 $295K
Private Client Services, LLC 0.10% New 7,392 $287K
Founders Financial Alliance, LLC 0.05% Add +3.7% 7,370 $286K
First Trust Advisors LP 0.00% Reduce -3.3% 5,768 $224K
Founders Financial Securities LLC 0.02% New 5,731 $222K
Asset Allocation Strategies LLC 0.04% New 5,646 $219K
IHT Wealth Management, LLC 0.01% Reduce -1.5% 5,429 $211K
ABLE Financial Group, LLC 0.04% New 5,219 $203K
GoalVest Advisory LLC 0.03% New 4,112 $160K
Tucker Asset Management LLC 0.04% Add +0.2% 3,043 $118K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.20% Reduce -87.0% 2,577 $100K
Rossby Financial, LCC 0.02% Add +73.0% 1,564 $61K
Bank of America Corp. 0.00% Reduce -98.5% 1,238 $48K
CIBC Private Wealth Group LLC 0.00% No change 1,223 $47K
Advisory Services Network, LLC 0.00% New 735 $29K
Cullen/Frost Bankers, Inc. 0.00% New 583 $23K
Capital Investment Advisory Services, LLC 0.00% No change 500 $19K
Medallion Wealth Advisors, LLC 0.01% Reduce -2.9% 466 $18K
Private Trust Co. NA 0.00% New 446 $17K
Ameriflex Group, Inc. 0.01% New 412 $16K
Balentine LLC 0.00% New 382 $15K
Morgan Stanley 0.00% Add +68.5% 364 $14K
Smartleaf Asset Management LLC 0.00% New 324 $13K
Northwestern Mutual Wealth Management Co. 0.00% New 193 $7K
American National Bank & Trust 0.00% No change 156 $6K
UBS Group AG 0.00% New 3 $116

"% 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.