Arkadios Wealth Advisors’s First Trust Active Factor Large Cap Growth ETF AFGR Stock Holding History

Arkadios Wealth Advisors’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	$274K	Hold	8,738	–	–	﹤0.01%	1403
2025 Q4	$310K	Sell	8,738 -1,153	-12%	-$41.3K	0.01%	1237
2025 Q3	$358K	Hold	9,891	–	–	0.01%	1087
2025 Q2	$333K	Sell	9,891 -3,152	-24%	-$93.9K	0.01%	1016
2025 Q1	$356K	Sell	13,043 -4,735	-27%	-$144K	0.01%	834
2024 Q4	$537K	Sell	17,778 -6,932	-28%	-$208K	0.03%	521
2024 Q3	$702K	Sell	24,710 -2,960	-11%	-$81.6K	0.04%	420
2024 Q2	$782K	Sell	27,670 -5,951	-18%	-$161K	0.05%	335
2024 Q1	$925K	Sell	33,621 -664	-2%	-$17.2K	0.07%	254
2023 Q4	$822K	Sell	34,285 -1,328	-4%	-$29K	0.07%	263
2023 Q3	$725K	Sell	35,613 -4,098	-10%	-$87.9K	0.07%	270
2023 Q2	$859K	Sell	39,711 -7,138	-15%	-$141K	0.1%	208
2023 Q1	$894K	Sell	46,849 -1,406	-3%	-$25.5K	0.11%	205
2022 Q4	$797K	Buy	+48,255	New	+$814K	0.11%	200
2021 Q4	–	Sell	-546	Closed	-$14K	–	1303
2021 Q3	$14K	Hold	546	–	–	﹤0.01%	1347
2021 Q2	$14K	Buy	+546	New	+$13.8K	﹤0.01%	1428

Other funds holding AFGR

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

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 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 Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Arkadios Wealth Advisors's AFGR Position: Q1 2026 in Review

Arkadios Wealth Advisors held its First Trust Active Factor Large Cap Growth ETF (AFGR) position steady in Q1 2026 at 8,738 shares worth $274K. The position accounts for ﹤0.01% of the portfolio, ranked #1403.

Arkadios Wealth Advisors first reported a position in AFGR in Q2 2021 and has held it in 16 quarters since. The position peaked at $925K in Q1 2024. 33 funds tracked by Wall St. Rank hold AFGR as of Q1 2026.

Arkadios Wealth Advisors held 8,738 shares of First Trust Active Factor Large Cap Growth ETF worth $274K as of Q1 2026.
Arkadios Wealth Advisors left its First Trust Active Factor Large Cap Growth ETF share count unchanged in Q1 2026.
First Trust Active Factor Large Cap Growth ETF made up ﹤0.01% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #1403 holding.
Arkadios Wealth Advisors first reported a position in First Trust Active Factor Large Cap Growth ETF in Q2 2021 and has held it in 16 quarters since.
Arkadios Wealth Advisors's First Trust Active Factor Large Cap Growth ETF position peaked at $925K in Q1 2024.
33 funds tracked by Wall St. Rank held First Trust Active Factor Large Cap Growth ETF as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.