Ameritas Advisory Services’s First Trust Active Factor Large Cap Growth ETF AFGR Stock Holding History

Ameritas Advisory Services’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
2023 Q2	–	Sell	-2,230	Closed	-$42.6K	–	1767
2023 Q1	$42.6K	Buy	+2,230	New	+$40.4K	﹤0.01%	1324
2022 Q3	–	Sell	-18,155	Closed	-$308K	–	792
2022 Q2	$308K	Sell	18,155 -31,492	-63%	-$602K	0.02%	607
2022 Q1	$1.14M	Sell	49,647 -13,277	-21%	-$307K	0.04%	310
2021 Q4	$1.71M	Buy	+62,924	New	+$1.75M	0.06%	249

Other funds holding AFGR

AFP

Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TIM

Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return

Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Ameritas Advisory Services's AFGR Position: Q2 2023 in Review

Ameritas Advisory Services sold out of First Trust Active Factor Large Cap Growth ETF (AFGR) in Q2 2023, closing a stake of 2,230 shares — an estimated $42.6K sold.

Ameritas Advisory Services first reported a position in AFGR in Q4 2021 and held it in 4 quarters. The position peaked at $1.71M in Q4 2021. 30 funds tracked by Wall St. Rank hold AFGR as of Q2 2023.

Ameritas Advisory Services reported no remaining First Trust Active Factor Large Cap Growth ETF position as of Q2 2023 after selling out during the quarter.
Ameritas Advisory Services sold 2,230 First Trust Active Factor Large Cap Growth ETF shares in Q2 2023, an estimated $42.6K.
Ameritas Advisory Services first reported a position in First Trust Active Factor Large Cap Growth ETF in Q4 2021 and held it in 4 quarters.
Ameritas Advisory Services's First Trust Active Factor Large Cap Growth ETF position peaked at $1.71M in Q4 2021.
30 funds tracked by Wall St. Rank held First Trust Active Factor Large Cap Growth ETF as of Q2 2023.

Based on Ameritas Advisory Services's 13F filing for Q2 2023, filed 25 Jul 2023.