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AFLGFirst Trust Active Factor Large Cap ETF

Grow my money6y track recordRanked #909 of 2,999 in this goal

Seeks capital appreciation.

By First Trust · Launched 2019

Annual Cost

0.55%

#2,921 of 5,861 · average

Fund Size

$660M

#1,401 of 5,861 · large

Return (1Y)Goal

+20.4%

Track Record

6 years

#1,975 of 5,861 · established

Performance

Total-return NAV · USD
Growth of $10,000
$12,016+20.2%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Large

Strategy

Active selection

Factor

Multifactor

What it actually holds

By weight

Concentration

Top 10 holdings = 31.0% of fundwell diversified

NVIDIA Corp.
6.7%
Apple Inc.
5.8%
Alphabet Inc.
5.6%
Microsoft Corp.
3.5%
Broadcom Inc
2.2%
Amazon.com, Inc.
1.9%
Newmont Corporation
1.7%
Berkshire Hathaway Inc.
1.3%
Lam Research Corporation
1.2%
FirstEnergy Corp.
1.1%

Asset allocation

Stocks
99.8%
Cash
0.1%

By sector

Technology
38.3%
Financial Services
9.9%
Consumer Cyclical
9.9%
Communication
9.1%
Industrials
8.8%
Healthcare
6.9%
Energy
4.3%
Utilities
3.8%
Other
9.0%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
12.0%Moderate

Year-on-year price swings

Max drawdown
-36.6%Severe

Worst peak-to-trough loss

Sharpe (3Y)
1.11Strong risk-adjusted returns
Sortino (3Y)
1.64Good downside protection

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks capital appreciation.
Strategy
Actively manages a portfolio of U.S.-listed equity securities issued by large capitalization companies, utilizing a multi-factor quantitative methodology that incorporates value, momentum, quality, and low volatility factors. The strategy allows for flexibility in factor exposure based on market conditions and includes active risk management.
Inception date
December 3, 2019
Fund family
First Trust

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Data updated on 2026-08-04