Action Point Financial Planning’s First Trust Active Factor Large Cap Growth ETF AFGR Stock Holding History

Action Point Financial Planning’s Portfolio AFGR Stock Details AFGR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$539K	Buy	14,746 +6,746	+84%	+$239K	0.05%	248
2026 Q1	$251K	Buy	+8,000	New	+$268K	0.22%	54

Other funds holding AFGR

KFS

Kirkwood Financial Services San Antonio, Texas $350M AUM

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AAP

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

AFP

Ausdal Financial Partners Davenport, Iowa $2.56B AUM 27.42% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Action Point Financial Planning's AFGR Position: Q2 2026 in Review

Action Point Financial Planning increased its First Trust Active Factor Large Cap Growth ETF (AFGR) stake by 84% in Q2 2026, buying an estimated $239K and bringing the position to 14,746 shares worth $539K. The position accounts for 0.05% of the portfolio, ranked #248.

Action Point Financial Planning first reported a position in AFGR in Q1 2026 and has held it in 2 quarters since. 36 funds tracked by Wall St. Rank hold AFGR as of Q2 2026.

Action Point Financial Planning held 14,746 shares of First Trust Active Factor Large Cap Growth ETF worth $539K as of Q2 2026.
Action Point Financial Planning bought 6,746 First Trust Active Factor Large Cap Growth ETF shares in Q2 2026, an estimated $239K.
First Trust Active Factor Large Cap Growth ETF made up 0.05% of Action Point Financial Planning's portfolio in Q2 2026, its #248 holding.
Action Point Financial Planning first reported a position in First Trust Active Factor Large Cap Growth ETF in Q1 2026 and has held it in 2 quarters since.
36 funds tracked by Wall St. Rank held First Trust Active Factor Large Cap Growth ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.