First Trust Active Factor LaAFLGETF

13F holders, Q4 2025 (December 31)
109holders +14
13new positions
3sold out
1famous investor
$39.10avg. 13F price*

At the end of Q4 2025, 109 institutions reported holding First Trust Active Factor La (AFLG) in their 13F filings, up 14 from Q3 2025. 13 opened new positions and 3 sold out. The largest holders were LPL Financial LLC ($92.7M), Envestnet Asset Management Inc. ($31.1M) and Arax Advisory Partners ($20.4M). 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions13$26.4M
Exits3$36K

All 13F filers, Q3 2025 → Q4 2025: 1,839,069 shares bought and 406,139 shares sold, net +1,432,930 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 109 holders

LPL Financial LLC 0.03% Add +14.6% 2,371,161 $92.7M
Envestnet Asset Management Inc. 0.01% Add +6.7% 795,673 $31.1M
Arax Advisory Partners 0.59% New 522,313 $20.4M
Prospera Financial Services Inc 0.25% Add +59.5% 381,443 $14.9M
Stifel Financial Corp. 0.01% Add +0.0% 368,714 $14.4M
Cambridge Investment Research Advisors, Inc. 0.03% Add +15.6% 327,671 $12.8M
Assetmark, Inc. 0.02% Add +4.3% 307,494 $12.0M
Cetera Investment Advisers 0.01% Reduce -5.9% 299,829 $11.7M
Kirkwood Financial Services 3.97% Add +4.1% 290,071 $11.3M
Menora Mivtachim Holdings LTD. 0.05% Add +10.2% 282,924 $11.1M
Manchester Financial Inc. 1.85% Reduce -49.8% 253,525 $9.9M
Kingsview Wealth Management, LLC 0.13% Add +411.6% 227,591 $8.9M
Global Retirement Partners, LLC 0.13% Reduce -4.3% 193,350 $7.6M
Kestra Private Wealth Services, LLC 0.08% Reduce -1.6% 156,104 $6.1M
Kestra Advisory Services, LLC 0.02% Reduce -1.7% 134,438 $5.3M
Gladstone Institutional Advisory LLC 0.17% Reduce -4.7% 117,640 $4.6M
Sigma Planning Corp 0.13% Reduce -10.1% 117,625 $4.6M
Truist Financial Corp. 0.01% Add +106.5% 115,819 $4.5M
Benjamin Edwards Inc. 0.05% Add +21.2% 111,434 $4.4M
Maridea Wealth Management LLC 0.58% Add +501.7% 99,334 $3.9M
Mgo One Seven LLC 0.07% New 87,452 $3.4M
Concurrent Investment Advisors, LLC 0.04% Add +138.4% 87,328 $3.4M
Osaic Holdings, Inc. 0.00% Reduce -0.4% 85,862 $3.4M
IFP Advisors, Inc 0.07% Add +7.6% 85,313 $3.3M
Bank of New York Mellon Corp 0.00% Reduce -1.0% 77,308 $3.0M
Snowden Capital Advisors LLC 0.07% Reduce -1.4% 73,668 $2.9M
D.A. Davidson & Co. 0.02% Add +1.7% 70,305 $2.7M
Iams Wealth Management, LLC 0.99% Reduce -2.8% 69,889 $2.7M
AE Wealth Management LLC 0.02% Reduce -5.8% 68,726 $2.7M
Goldman Sachs Group Inc. 0.00% Add +706.2% 67,675 $2.6M
Boyce & Associates Wealth Consulting, Inc. 2.20% Reduce -0.1% 67,139 $2.6M
Atria Investments, Inc 0.03% Reduce -1.9% 65,957 $2.6M
NewEdge Advisors, LLC 0.01% Reduce -2.4% 64,486 $2.5M
Wagner Wealth Management, Corp 2.46% — 63,704 $2.5M
Janney Montgomery Scott LLC 0.01% Add +11.8% 62,962 $2.5M
Gateway Wealth Partners, LLC 0.27% Add +13.5% 62,822 $2.5M
OneAscent Financial Services LLC 0.17% Reduce -3.6% 48,534 $1.9M
Orion Porfolio Solutions, LLC 0.01% Add +6.8% 48,170 $1.9M
RFG Advisory, LLC 0.03% Reduce -1.1% 41,653 $1.6M
Park Avenue Securities LLC 0.01% Reduce -0.9% 40,217 $1.6M
Independent Financial Group, LLC 0.03% Reduce -31.7% 38,831 $1.5M
HBW Advisory Services LLC 0.16% Add +127.1% 38,557 $1.5M
Gentry Private Wealth, LLC 0.90% Reduce -30.3% 36,589 $1.4M
Koshinski Asset Management, Inc. 0.09% Add +98.3% 35,883 $1.4M
NewEdge Wealth, LLC 0.02% Reduce -2.1% 35,362 $1.4M
FSB Premier Wealth Management, Inc. 0.43% Reduce -3.1% 34,964 $1.4M
Citadel Advisors 0.00% Reduce -15.6% 34,218 $1.3M
Pinnacle Family Advisors, LLC 0.57% New 33,306 $1.3M
Smith, Moore & Co. 0.10% Add +0.8% 33,198 $1.3M
Arkadios Wealth Advisors 0.02% Add +5.2% 31,608 $1.2M
Integrated Wealth Concepts LLC 0.01% Add +1.9% 31,006 $1.2M
Coppell Advisory Solutions LLC 0.12% Add +1.8% 30,505 $1.2M
Sanctuary Advisors, LLC 0.01% Add +3.3% 26,729 $1.0M
&partners 0.01% Add +7.8% 26,377 $1.0M
Harbour Investments, Inc. 0.02% Reduce -0.4% 25,391 $993K
Foundations Investment Advisors, LLC 0.01% Reduce -0.6% 25,287 $989K
Tower Research Capital LLC (TRC) 0.02% Add +209.5% 23,509 $919K
Wealth Watch Advisors, INC 0.33% Add +75.0% 23,002 $899K
Pacific Excel Wealth Advisors, Inc. 1.54% — 20,843 $815K
Great Valley Advisor Group, Inc. 0.01% Add +2.2% 18,871 $738K
Blackhawk Capital Partners, LLC 0.22% Reduce -7.1% 15,141 $592K
Commonwealth Equity Services, LLC 0.00% Add +10.0% 14,593 $571K
Ignite Planners, LLC 0.08% New 13,782 $553K
World Equity Group, Inc. 0.14% Reduce -15.3% 12,926 $505K
Envestnet Portfolio Solutions, Inc. 0.00% Add +5.0% 12,911 $505K
Asset Allocation Strategies LLC 0.08% Add +107.8% 11,730 $459K
DAVENPORT & Co LLC 0.00% Reduce -14.4% 11,641 $455K
Geneos Wealth Management Inc. 0.01% No change 10,314 $403K
MML Investors Services, LLC 0.00% Add +27.7% 10,193 $399K
First Trust Advisors LP 0.00% Add +68.7% 9,731 $380K
Apollon Wealth Management, LLC 0.01% Reduce -1.2% 8,811 $345K
Mutual Advisors, LLC 0.01% Add +5.5% 8,744 $342K
GeoWealth Management, LLC 0.01% Reduce -0.5% 8,719 $341K
Pinnacle Financial Partners, Inc. 0.00% — 8,662 $339K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.11% Add +220.8% 8,268 $323K
Principal Securities, Inc. 0.00% Add +4.0% 7,987 $312K
Founders Financial Alliance, LLC 0.06% Add +2.8% 7,576 $296K
LaSalle St. Investment Advisors, LLC 0.05% Reduce -3.5% 7,534 $294K
Private Client Services, LLC 0.09% No change 7,392 $289K
Crusonia Wealth Advisors LLC 0.06% — 7,235 $283K
Ceera Investments, LLC 0.10% New 6,491 $254K
Susquehanna International Group, LLP 0.00% Reduce -77.8% 6,081 $238K
Founders Financial Securities LLC 0.01% Add +1.2% 5,799 $227K
ABLE Financial Group, LLC 0.04% Add +7.0% 5,586 $218K
IHT Wealth Management, LLC 0.01% Reduce -0.5% 5,403 $211K
Ashton Thomas Private Wealth, LLC 0.01% New 5,259 $206K
Tucker Asset Management LLC 0.05% Add +46.0% 4,444 $174K
Silver Oak Securities, Incorporated 0.01% New 4,380 $173K
Financial Gravity Asset Management, Inc. 0.02% Reduce -86.0% 2,447 $96K
GoalVest Advisory LLC 0.02% Reduce -48.6% 2,112 $83K
Rossby Financial, LCC 0.02% Add +9.8% 1,718 $67K
Capital Investment Advisory Services, LLC 0.00% Add +160.8% 1,304 $51K
CIBC Private Wealth Group LLC 0.00% No change 1,223 $48K
JPMorgan Chase & Co. 0.00% New 1,221 $48K
Smartleaf Asset Management LLC 0.00% Add +205.3% 989 $39K
Cullen/Frost Bankers, Inc. 0.00% Add +60.2% 934 $37K
Signature Equity Partners, LLC 0.02% — 848 $33K
Medallion Wealth Advisors, LLC 0.01% Add +0.2% 467 $18K
Private Trust Co. NA 0.00% No change 446 $17K
Balentine LLC 0.00% No change 382 $15K
Morgan Stanley 0.00% Reduce -0.3% 363 $14K
Royal Bank of Canada 0.00% New 239 $9K
Ameriflex Group, Inc. 0.00% Reduce -50.0% 206 $8K
International Assets Investment Management, LLC 0.00% New 199 $8K
American National Bank & Trust 0.00% No change 156 $6K
Bank of America Corp. 0.00% Reduce -94.2% 72 $3K
Lloyd Advisory Services, LLC. 0.00% New 70 $3K
Flagship Harbor Advisors, LLC 0.00% New 38 $1K
Citigroup Inc. 0.00% New 1 $39

"% 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.