AFLG Institutional Ownership & Shareholders
FIRST TRUST ACTIVE FACTOR LA (AFLG) is currently held by 132 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $538.86M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of AFLG tracked by InsiderSet, reporting ownership valued at approximately $162.82M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $167.24M, representing an estimated gain of +2.72% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 68% of the total disclosed AFLG value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Envestnet Asset Management Inc, Stifel Financial Corp, and several other long-term asset managers with concentrated positions in FIRST TRUST ACTIVE FACTOR LA (AFLG).
This page ranks the largest institutional AFLG shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
132
Total Reported Value
$538.86M
Largest Holder
Lpl Financial Llc
Largest Position
$162.82M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
66
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.04% | 3,749,879 | $162,819,738 | $167,244,603 | +$4,424,865 | +2.72% | |
| Envestnet Asset Management Inc | 0.01% | 1,350,946 | $58,658,095 | $60,252,192 | +$1,594,097 | +2.72% | |
| Stifel Financial Corp | 0.02% | 677,127 | $29,401,970 | $30,199,864 | +$797,894 | +2.71% | |
| Arax Advisory Partners | 0.17% | 606,040 | $26,314,287 | $27,029,384 | +$715,097 | +2.72% | |
| Assetmark, Inc | 0.03% | 438,865 | $19,375,890 | $19,573,379 | +$197,489 | +1.02% | |
| Cetera Investment Advisers | 0.02% | 399,483 | $17,345,526 | $17,816,942 | +$471,416 | +2.72% | |
| Truist Financial Corp | 0.02% | 312,603 | $13,801,442 | $13,942,094 | +$140,652 | +1.02% | |
| Prospera Financial Services Inc | 0.16% | 282,379 | $12,500,526 | $12,594,103 | +$93,577 | +0.75% | |
| Spectrum Wealth Advisory Group, Llc | 3.43% | 274,840 | $12,134,223 | $12,257,864 | +$123,641 | +1.02% | |
| Osaic Holdings, Inc. | 0.01% | 263,481 | $11,441,043 | $11,751,253 | +$310,210 | +2.71% | |
| Integrated Wealth Concepts Llc | 0.06% | 210,923 | $9,158,274 | $9,407,166 | +$248,892 | +2.72% | |
| Kingsview Wealth Management, Llc | 0.10% | 191,726 | $8,324,743 | $8,550,980 | +$226,237 | +2.72% | |
| Kestra Advisory Services, Llc | 0.02% | 178,668 | $7,888,188 | $7,968,593 | +$80,405 | +1.02% | |
| Benjamin Edwards Inc | 0.07% | 175,210 | $7,609,103 | $7,814,366 | +$205,263 | +2.70% | |
| Mgo One Seven Llc | 0.11% | 154,662 | $6,828,348 | $6,897,925 | +$69,577 | +1.02% | |
| Kestra Private Wealth Services, Llc | 0.07% | 140,747 | $6,213,968 | $6,277,316 | +$63,348 | +1.02% | |
| Farther Finance Advisors, Llc | 0.04% | 125,786 | $5,553,437 | $5,610,056 | +$56,619 | +1.02% | |
| Maridea Wealth Management Llc | 0.56% | 117,671 | $5,109,275 | $5,248,127 | +$138,852 | +2.72% | |
| Ifp Advisors, Inc | 0.09% | 114,113 | $5,038,089 | $5,089,440 | +$51,351 | +1.02% | |
| Janney Montgomery Scott Llc | 0.01% | 113,542 | $4,930,000 | $5,063,973 | +$133,973 | +2.72% | |
| Gateway Wealth Partners, Llc | 0.29% | 111,705 | $4,850,216 | $4,982,043 | +$131,827 | +2.72% | |
| D.A. Davidson & Co. | 0.03% | 107,057 | $4,726,567 | $4,774,742 | +$48,175 | +1.02% | |
| Snowden Capital Advisors Llc | 0.11% | 105,669 | $4,588,150 | $4,712,837 | +$124,687 | +2.72% | |
| Wagner Wealth Management, Corp | 3.49% | 101,116 | $4,464,271 | $4,509,774 | +$45,503 | +1.02% | |
| Bank Of New York Mellon Corp | 0.00% | 97,094 | $4,286,697 | $4,330,392 | +$43,695 | +1.02% | |
| Boyce & Associates Wealth Consulting, Inc. | 2.53% | 94,244 | $4,160,870 | $4,203,282 | +$42,412 | +1.02% | |
| Atria Investments, Inc | 0.03% | 81,200 | $3,584,971 | $3,621,520 | +$36,549 | +1.02% | |
| Rfg Advisory, Llc | 0.05% | 79,390 | $3,505,088 | $3,540,794 | +$35,706 | +1.02% | |
| Iams Wealth Management, Llc | 1.02% | 79,090 | $3,491,833 | $3,527,414 | +$35,581 | +1.02% | |
| Orion Porfolio Solutions, Llc | 0.02% | 74,155 | $3,219,807 | $3,307,313 | +$87,506 | +2.72% | |
| Newedge Advisors, Llc | 0.01% | 72,272 | $3,138,059 | $3,223,331 | +$85,272 | +2.72% | |
| Sigma Planning Corp | 0.08% | 70,339 | $3,074,486 | $3,137,119 | +$62,633 | +2.04% | |
| Koshinski Asset Management, Inc. | 0.16% | 67,987 | $3,001,630 | $3,032,220 | +$30,590 | +1.02% | |
| Ignite Planners, Llc | 0.36% | 62,594 | $2,801,424 | $2,791,692 | -$9,732 | -0.35% | |
| Harbour Investments, Inc. | 0.03% | 59,777 | $2,595,505 | $2,666,054 | +$70,549 | +2.72% | |
| Oneascent Financial Services Llc | 0.12% | 58,611 | $2,544,890 | $2,614,051 | +$69,161 | +2.72% | |
| J.W. Cole Advisors, Inc. | 0.04% | 48,302 | $2,132,551 | $2,154,269 | +$21,718 | +1.02% | |
| Pacific Excel Wealth Advisors, Inc. | 2.33% | 47,444 | $2,100,697 | $2,116,002 | +$15,305 | +0.73% | |
| Arwa Llc | 0.74% | 44,055 | $2,000,105 | $1,964,853 | -$35,252 | -1.76% | |
| Newedge Wealth, Llc | 0.02% | 45,513 | $1,976,193 | $2,029,880 | +$53,687 | +2.72% | |
| Concurrent Investment Advisors, Llc | 0.01% | 44,363 | $1,958,616 | $1,978,590 | +$19,974 | +1.02% | |
| Citadel Advisors Llc | 0.00% | 44,186 | $1,918,556 | $1,970,696 | +$52,140 | +2.72% | |
| Pinnacle Family Advisors, Llc | 0.79% | 43,607 | $1,893,416 | $1,944,872 | +$51,456 | +2.72% | |
| Foundations Investment Advisors, Llc | 0.02% | 43,191 | $1,875,360 | $1,926,319 | +$50,959 | +2.72% | |
| Arkadios Wealth Advisors | 0.03% | 39,983 | $1,736,031 | $1,783,242 | +$47,211 | +2.72% | |
| Smith, Moore & Co. | 0.11% | 37,612 | $1,633,125 | $1,677,495 | +$44,370 | +2.72% | |
| Gentry Private Wealth, Llc | 0.80% | 35,897 | $1,558,648 | $1,601,006 | +$42,358 | +2.72% | |
| Sanctuary Advisors, Llc | 0.01% | 35,196 | $1,528,222 | $1,569,742 | +$41,520 | +2.72% | |
| Fsb Premier Wealth Management, Inc. | 0.41% | 33,805 | $1,467,834 | $1,507,703 | +$39,869 | +2.72% | |
| Cullen/Frost Bankers, Inc. | 0.01% | 33,077 | $1,460,355 | $1,475,234 | +$14,879 | +1.02% |
Frequently asked questions about AFLG
Who are the largest institutional holders of AFLG?
The largest institutional holders of AFLG reported in the latest SEC Form 13F filings include Lpl Financial Llc, Envestnet Asset Management Inc, Stifel Financial Corp, Arax Advisory Partners, and Assetmark, Inc. InsiderSet ranks institutional holders by their latest reported AFLG position.
What is AFLG institutional ownership?
This page tracks AFLG positions reported by institutional investment managers through SEC Form 13F. FIRST TRUST ACTIVE FACTOR LA (AFLG) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own AFLG?
InsiderSet currently tracks 132 institutional managers reporting AFLG holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of AFLG shareholders.
How much AFLG stock do institutions own?
Institutional investment managers disclosed approximately $538.86M in AFLG holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was AFLG institutional ownership last updated?
The latest AFLG institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional AFLG holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its AFLG position after the reporting date.
Are institutions buying or selling AFLG?
Institutional buying and selling can be analyzed by comparing AFLG positions across consecutive 13F reporting periods. InsiderSet's AFLG Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View AFLG ownership changes.
How has AFLG institutional ownership changed over time?
InsiderSet tracks AFLG institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.