FIRST TRUST ACTIVE FACTOR LA (AFLG) Institutional Shareholders
FIRST TRUST ACTIVE FACTOR LA (AFLG) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $529.47M in AFLG holdings during the latest filing period.
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 $167.06M, representing an estimated gain of +2.60% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 69% 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
128
Total Reported Value
$529.47M
Largest Holder
Lpl Financial Llc
Largest Position
$162.82M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
115
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 | $167,057,109 | +$4,237,371 | +2.60% | |
| Envestnet Asset Management Inc | 0.01% | 1,350,946 | $58,658,095 | $60,184,644 | +$1,526,549 | +2.60% | |
| Stifel Financial Corp | 0.02% | 677,127 | $29,401,970 | $30,166,008 | +$764,038 | +2.60% | |
| Arax Advisory Partners | 0.17% | 606,040 | $26,314,287 | $26,999,082 | +$684,795 | +2.60% | |
| Assetmark, Inc | 0.03% | 432,914 | $18,797,126 | $19,286,319 | +$489,193 | +2.60% | |
| Stenger Family Office, Llc | 2.82% | 408,634 | $17,742,875 | $18,204,645 | +$461,770 | +2.60% | |
| Cetera Investment Advisers | 0.02% | 399,483 | $17,345,526 | $17,796,968 | +$451,442 | +2.60% | |
| Truist Financial Corp | 0.02% | 315,935 | $13,717,897 | $14,074,904 | +$357,007 | +2.60% | |
| Osaic Holdings, Inc. | 0.01% | 263,481 | $11,441,043 | $11,738,079 | +$297,036 | +2.60% | |
| Prospera Financial Services Inc | 0.14% | 229,423 | $9,961,251 | $10,220,795 | +$259,544 | +2.61% | |
| Integrated Wealth Concepts Llc | 0.06% | 210,923 | $9,158,274 | $9,396,620 | +$238,346 | +2.60% | |
| Kingsview Wealth Management, Llc | 0.10% | 191,726 | $8,324,743 | $8,541,393 | +$216,650 | +2.60% | |
| Benjamin Edwards Inc | 0.07% | 175,210 | $7,609,103 | $7,805,605 | +$196,502 | +2.58% | |
| Kestra Private Wealth Services, Llc | 0.07% | 144,812 | $6,287,718 | $6,451,375 | +$163,657 | +2.60% | |
| Ifp Advisors, Inc | 0.10% | 121,179 | $5,261,592 | $5,398,524 | +$136,932 | +2.60% | |
| Maridea Wealth Management Llc | 0.56% | 117,671 | $5,109,275 | $5,242,243 | +$132,968 | +2.60% | |
| Mgo One Seven Llc | 0.08% | 114,188 | $4,958,043 | $5,087,075 | +$129,032 | +2.60% | |
| Janney Montgomery Scott Llc | 0.01% | 113,542 | $4,930,000 | $5,058,296 | +$128,296 | +2.60% | |
| Gateway Wealth Partners, Llc | 0.29% | 111,705 | $4,850,216 | $4,976,458 | +$126,242 | +2.60% | |
| Bank Of New York Mellon Corp | 0.00% | 107,373 | $4,662,148 | $4,783,467 | +$121,319 | +2.60% | |
| Snowden Capital Advisors Llc | 0.11% | 105,669 | $4,588,150 | $4,707,554 | +$119,404 | +2.60% | |
| Farther Finance Advisors, Llc | 0.03% | 98,964 | $4,297,017 | $4,408,846 | +$111,829 | +2.60% | |
| Wagner Wealth Management, Corp | 3.26% | 92,984 | $4,037,365 | $4,142,437 | +$105,072 | +2.60% | |
| Concurrent Investment Advisors, Llc | 0.03% | 91,423 | $3,969,596 | $4,072,895 | +$103,299 | +2.60% | |
| Iams Wealth Management, Llc | 1.19% | 91,041 | $3,953,039 | $4,055,877 | +$102,838 | +2.60% | |
| Kestra Advisory Services, Llc | 0.01% | 88,452 | $3,840,607 | $3,940,537 | +$99,930 | +2.60% | |
| D.A. Davidson & Co. | 0.02% | 88,199 | $3,829,601 | $3,929,265 | +$99,664 | +2.60% | |
| Boyce & Associates Wealth Consulting, Inc. | 2.58% | 85,564 | $3,715,167 | $3,811,876 | +$96,709 | +2.60% | |
| Atria Investments, Inc | 0.04% | 82,181 | $3,568,319 | $3,661,164 | +$92,845 | +2.60% | |
| Sigma Planning Corp | 0.08% | 74,527 | $3,235,949 | $3,320,178 | +$84,229 | +2.60% | |
| Orion Porfolio Solutions, Llc | 0.02% | 74,155 | $3,219,807 | $3,303,605 | +$83,798 | +2.60% | |
| Newedge Advisors, Llc | 0.01% | 72,272 | $3,138,059 | $3,219,718 | +$81,659 | +2.60% | |
| Park Avenue Securities Llc | 0.02% | 60,217 | $2,615,000 | $2,682,667 | +$67,667 | +2.59% | |
| Harbour Investments, Inc. | 0.03% | 59,777 | $2,595,505 | $2,663,065 | +$67,560 | +2.60% | |
| Oneascent Financial Services Llc | 0.12% | 58,611 | $2,544,890 | $2,611,120 | +$66,230 | +2.60% | |
| Koshinski Asset Management, Inc. | 0.13% | 58,183 | $2,526,315 | $2,592,053 | +$65,738 | +2.60% | |
| Rfg Advisory, Llc | 0.03% | 50,550 | $2,194,873 | $2,252,003 | +$57,130 | +2.60% | |
| Ignite Planners, Llc | 0.28% | 46,616 | $2,024,067 | $2,076,743 | +$52,676 | +2.60% | |
| Newedge Wealth, Llc | 0.02% | 45,513 | $1,976,193 | $2,027,604 | +$51,411 | +2.60% | |
| Citadel Advisors Llc | 0.00% | 44,186 | $1,918,556 | $1,968,486 | +$49,930 | +2.60% | |
| Pinnacle Family Advisors, Llc | 0.79% | 43,607 | $1,893,416 | $1,942,692 | +$49,276 | +2.60% | |
| Foundations Investment Advisors, Llc | 0.02% | 43,191 | $1,875,360 | $1,924,159 | +$48,799 | +2.60% | |
| Arkadios Wealth Advisors | 0.03% | 39,983 | $1,736,031 | $1,781,243 | +$45,212 | +2.60% | |
| Smith, Moore & Co. | 0.11% | 37,612 | $1,633,125 | $1,675,615 | +$42,490 | +2.60% | |
| Gentry Private Wealth, Llc | 0.80% | 35,897 | $1,558,648 | $1,599,211 | +$40,563 | +2.60% | |
| Sanctuary Advisors, Llc | 0.01% | 35,196 | $1,528,222 | $1,567,982 | +$39,760 | +2.60% | |
| J.W. Cole Advisors, Inc. | 0.03% | 35,142 | $1,525,885 | $1,565,576 | +$39,691 | +2.60% | |
| Fsb Premier Wealth Management, Inc. | 0.41% | 33,805 | $1,467,834 | $1,506,013 | +$38,179 | +2.60% | |
| Wealth Watch Advisors, Inc | 0.47% | 33,456 | $1,452,660 | $1,490,465 | +$37,805 | +2.60% | |
| Hbw Advisory Services Llc | 0.13% | 33,109 | $1,437,593 | $1,475,006 | +$37,413 | +2.60% |
Frequently asked questions about AFLG
Who owns the most AFLG stock?
The largest holders of AFLG are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for FIRST TRUST ACTIVE FACTOR LA (AFLG).
Is AFLG widely held by superinvestors?
Many widely followed stocks like AFLG appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly AFLG is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.