AFLG Institutional Ownership
First Trust Active Factor Large Cap ETF
1W: +0.5%
1M: -0.1%
3M: +3.2%
YTD: +13.7%
1Y: +15.4%
3Y: +86.3%
5Y: +79.5%
$44.72
+0.28 (+0.63%)
Weekly Expected Move ±1.3%
$44
$44
$45
$45
$46
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — AFLG
136
Institutional Holders
+12 vs prior quarter
0.0%
Ownership
+0.00pp
572M
Total Invested
27
New Positions
66
Increased
26
Reduced
3
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (145 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 3,749,879 | $168M | +395,476 | +11.8% | 7Q | SEC ↗ |
| 2 | ENVESTNET ASSET MANAGEMENT INC | 1,350,946 | $60M | +222,927 | +19.8% | 7Q | SEC ↗ |
| 3 | STIFEL FINANCIAL CORP | 677,127 | $30M | +770 | +0.1% | 6Q | SEC ↗ |
| 4 | Arax Advisory Partners | 606,040 | $27M | +46,904 | +8.4% | 3Q | SEC ↗ |
| 5 | ASSETMARK, INC | 432,914 | $19M | +21,206 | +5.2% | 7Q | SEC ↗ |
| 6 | Stenger Family Office, LLC | 408,634 | $18M | -12,305 | -2.9% | 2Q | SEC ↗ |
| 7 | Cetera Investment Advisers | 399,483 | $18M | +14,330 | +3.7% | 8Q | SEC ↗ |
| 8 | Cambridge Investment Research Advisors | 393,444 | $18M | +31,342 | +8.7% | 7Q | SEC ↗ |
| 9 | TRUIST FINANCIAL CORP | 315,935 | $14M | +198,408 | +168.8% | 6Q | SEC ↗ |
| 10 | Kirkwood Financial Services | 298,890 | $13M | +9,152 | +3.2% | 1Q | SEC ↗ |
| 11 | OSAIC HOLDINGS, INC. | 263,481 | $12M | +159,862 | +154.3% | 8Q | SEC ↗ |
| 12 | Prospera Financial Services Inc | 229,423 | $10M | -176,784 | -43.5% | 7Q | SEC ↗ |
| 13 | Integrated Wealth Concepts LLC | 210,923 | $9M | +43,508 | +26.0% | 5Q | SEC ↗ |
| 14 | Global Retirement Partners, LLC NEW | 209,335 | $9M | — | +0.0% | 1Q | SEC ↗ |
| 15 | Kingsview Wealth Management, LLC | 191,726 | $9M | +1,163 | +0.6% | 6Q | SEC ↗ |
| 16 | BENJAMIN EDWARDS INC | 175,210 | $8M | -2,649 | -1.5% | 7Q | SEC ↗ |
| 17 | KESTRA PRIVATE WEALTH SERVICES, LLC | 144,812 | $6M | -6,615 | -4.4% | 6Q | SEC ↗ |
| 18 | IFP Advisors, Inc | 121,179 | $5M | +15,717 | +14.9% | 7Q | SEC ↗ |
| 19 | Maridea Wealth Management LLC | 117,671 | $5M | +10,909 | +10.2% | 7Q | SEC ↗ |
| 20 | MGO ONE SEVEN LLC | 114,188 | $5M | +6,347 | +5.9% | 3Q | SEC ↗ |
| 21 | Janney Montgomery Scott LLC | 113,542 | $5M | +10,687 | +10.4% | 7Q | SEC ↗ |
| 22 | Gateway Wealth Partners, LLC | 111,705 | $5M | -66,296 | -37.2% | 6Q | SEC ↗ |
| 23 | Bank of New York Mellon Corp | 107,373 | $5M | -3,336 | -3.0% | 7Q | SEC ↗ |
| 24 | Snowden Capital Advisors LLC | 105,669 | $5M | +23,879 | +29.2% | 6Q | SEC ↗ |
| 25 | NI ACQUISITIONS COMPANY, LLC NEW | 102,956 | $5M | — | +0.0% | 1Q | SEC ↗ |
| 26 | Farther Finance Advisors, LLC NEW | 98,964 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 27 | Wagner Wealth Management, Corp | 92,984 | $4M | +3,178 | +3.5% | 3Q | SEC ↗ |
| 28 | Concurrent Investment Advisors, LLC | 91,423 | $4M | +428 | +0.5% | 7Q | SEC ↗ |
| 29 | IAMS WEALTH MANAGEMENT, LLC | 91,041 | $4M | -3,148 | -3.3% | 6Q | SEC ↗ |
| 30 | Kestra Advisory Services, LLC | 88,452 | $4M | +6,852 | +8.4% | 7Q | SEC ↗ |
| 31 | D.A. DAVIDSON & CO. | 88,199 | $4M | +16,590 | +23.2% | 6Q | SEC ↗ |
| 32 | Boyce & Associates Wealth Consulting, | 85,564 | $4M | +2,559 | +3.1% | 9Q | SEC ↗ |
| 33 | Atria Investments, Inc | 82,181 | $4M | -899 | -1.1% | 7Q | SEC ↗ |
| 34 | AE Wealth Management LLC | 74,653 | $3M | -7,135 | -8.7% | 7Q | SEC ↗ |
| 35 | Sigma Planning Corp | 74,527 | $3M | +668 | +0.9% | 6Q | SEC ↗ |
| 36 | Orion Porfolio Solutions, LLC | 74,155 | $3M | +1,387 | +1.9% | 7Q | SEC ↗ |
| 37 | NewEdge Advisors, LLC | 72,272 | $3M | +10,128 | +16.3% | 6Q | SEC ↗ |
| 38 | PARK AVENUE SECURITIES LLC | 60,217 | $3M | +1,163 | +2.0% | 5Q | SEC ↗ |
| 39 | HARBOUR INVESTMENTS, INC. | 59,777 | $3M | +22,762 | +61.5% | 7Q | SEC ↗ |
| 40 | OneAscent Financial Services LLC | 58,611 | $3M | -682 | -1.2% | 7Q | SEC ↗ |
| 41 | Koshinski Asset Management, Inc. | 58,183 | $3M | +15,749 | +37.1% | 4Q | SEC ↗ |
| 42 | RFG Advisory, LLC | 50,550 | $2M | -5,185 | -9.3% | 6Q | SEC ↗ |
| 43 | Ignite Planners, LLC | 46,616 | $2M | +15,866 | +51.6% | 3Q | SEC ↗ |
| 44 | NewEdge Wealth, LLC | 45,513 | $2M | +10,195 | +28.9% | 6Q | SEC ↗ |
| 45 | CITADEL ADVISORS LLC NEW | 44,186 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 46 | Pinnacle Family Advisors, LLC | 43,607 | $2M | +9,623 | +28.3% | 3Q | SEC ↗ |
| 47 | Foundations Investment Advisors, LLC | 43,191 | $2M | +18,226 | +73.0% | 5Q | SEC ↗ |
| 48 | Arkadios Wealth Advisors | 39,983 | $2M | +6,365 | +18.9% | 5Q | SEC ↗ |
| 49 | SMITH, MOORE & CO. | 37,612 | $2M | +1,750 | +4.9% | 20Q | SEC ↗ |
| 50 | GENTRY PRIVATE WEALTH, LLC | 35,897 | $2M | +1,113 | +3.2% | 7Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Global Retirement Partners, LLC | 209,335 | $9M |
| NI ACQUISITIONS COMPANY, LLC | 102,956 | $5M |
| Farther Finance Advisors, LLC | 98,964 | $4M |
| CITADEL ADVISORS LLC | 44,186 | $2M |
| J.W. COLE ADVISORS, INC. | 35,142 | $2M |
| Coppell Advisory Solutions LLC | 34,615 | $2M |
| SLT Holdings LLC | 16,088 | $719K |
| Spectrum Wealth Advisory Group, LLC | 14,991 | $670K |
| First Heartland Consultants, Inc. | 6,139 | $275K |
| ABLE Financial Group, LLC | 5,724 | $256K |
| C2P Capital Advisory Group, LLC d.b | 5,258 | $235K |
| IFG Advisory, LLC | 5,081 | $227K |
| Purewater Capital LLC | 4,985 | $223K |
| BlueChip Wealth Advisors LLC | 4,788 | $214K |
| TOUNJIAN ADVISORY PARTNERS, LLC | 2,303 | $103K |
| Johnson Financial Group, Inc. | 947 | $42K |
| Buck Wealth Strategies, LLC | 539 | $24K |
| My Portfolio Guide, LLC | 520 | $23K |
| Financial Gravity Companies, Inc. | 457 | $20K |
| Silver Grove Financial Group, Inc. | 439 | $20K |
Sold Out (11)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| MENORA MIVTACHIM HOLDINGS LTD. | 282,924 | $13M |
| Gladstone Institutional Advisory LL | 117,640 | $5M |
| GOLDMAN SACHS GROUP INC | 67,675 | $3M |
| Pacific Excel Wealth Advisors, Inc. | 48,024 | $2M |
| Tower Research Capital LLC (TRC) | 23,509 | $1M |
| FOUNDERS FINANCIAL SECURITIES LLC | 5,799 | $259K |
| Advisory Services Network, LLC | 736 | $33K |
| RICHARDS, MERRILL & PETERSON, INC. | 96 | $4K |
| BANK OF AMERICA CORP /DE | 72 | $3K |
| FLAGSHIP HARBOR ADVISORS, LLC | 38 | $2K |
| CITIGROUP INC | 1 | $0K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| LPL Financial LLC | +395,476 | +11.8% | 3,749,879 |
| ENVESTNET ASSET MANAGEMENT INC | +222,927 | +19.8% | 1,350,946 |
| TRUIST FINANCIAL CORP | +198,408 | +168.8% | 315,935 |
| OSAIC HOLDINGS, INC. | +159,862 | +154.3% | 263,481 |
| Arax Advisory Partners | +46,904 | +8.4% | 606,040 |
| Integrated Wealth Concepts LLC | +43,508 | +26.0% | 210,923 |
| Cambridge Investment Research Advis | +31,342 | +8.7% | 393,444 |
| Snowden Capital Advisors LLC | +23,879 | +29.2% | 105,669 |
| HARBOUR INVESTMENTS, INC. | +22,762 | +61.5% | 59,777 |
| ASSETMARK, INC | +21,206 | +5.2% | 432,914 |
| Foundations Investment Advisors, LL | +18,226 | +73.0% | 43,191 |
| D.A. DAVIDSON & CO. | +16,590 | +23.2% | 88,199 |
| Ignite Planners, LLC | +15,866 | +51.6% | 46,616 |
| Koshinski Asset Management, Inc. | +15,749 | +37.1% | 58,183 |
| IFP Advisors, Inc | +15,717 | +14.9% | 121,179 |
| Wealth Watch Advisors, INC | +14,430 | +75.8% | 33,456 |
| Cetera Investment Advisers | +14,330 | +3.7% | 399,483 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +14,292 | +108.5% | 27,469 |
| Maridea Wealth Management LLC | +10,909 | +10.2% | 117,671 |
| Janney Montgomery Scott LLC | +10,687 | +10.4% | 113,542 |