APFP
AFGR

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
Q1 		$251K Buy
+8,000
New +$268K 0.22% 54

Other funds holding AFGR

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
GWP
Gateway Wealth Partners Appleton, Wisconsin $2.57B AUM 16.81% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return
APW
Aurora Private Wealth Rockaway, New Jersey $158M AUM
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Action Point Financial Planning's AFGR Position: Q1 2026 in Review

Action Point Financial Planning opened a new position in First Trust Active Factor Large Cap Growth ETF (AFGR) in Q1 2026: 8,000 shares worth $251K. The stake represents 0.22% of the portfolio and ranks #54 among its holdings.

33 funds tracked by Wall St. Rank hold AFGR as of Q1 2026.

  • Action Point Financial Planning held 8,000 shares of First Trust Active Factor Large Cap Growth ETF worth $251K as of Q1 2026.
  • First Trust Active Factor Large Cap Growth ETF was a new Action Point Financial Planning position in Q1 2026.
  • First Trust Active Factor Large Cap Growth ETF made up 0.22% of Action Point Financial Planning's portfolio in Q1 2026, its #54 holding.
  • 33 funds tracked by Wall St. Rank held First Trust Active Factor Large Cap Growth ETF as of Q1 2026.

Based on Action Point Financial Planning's 13F filing for Q1 2026, filed 7 May 2026.