Atria Wealth Solutions’s First Trust Active Factor Large Cap Growth ETF AFGR Stock Holding History

Atria Wealth Solutions’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 Q3	–	Sell	-9,810	Closed	-$212K	–	1936
2023 Q2	$212K	Buy	+9,810	New	+$194K	﹤0.01%	1656
2022 Q2	–	Sell	-9,810	Closed	-$226K	–	1795
2022 Q1	$226K	Buy	+9,810	New	+$227K	﹤0.01%	1500

Other funds holding AFGR

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

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

StoneX Group New York $2.48B AUM 33.54% 1-Year Est. Return

TIM

Total Investment Management Scottsdale, Arizona $1.03B AUM 10.97% 1-Year Est. Return

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

Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return

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

Atria Wealth Solutions's AFGR Position: Q3 2023 in Review

Atria Wealth Solutions sold out of First Trust Active Factor Large Cap Growth ETF (AFGR) in Q3 2023, closing a stake of 9,810 shares — an estimated $212K sold.

Atria Wealth Solutions first reported a position in AFGR in Q1 2022 and held it in 2 quarters. The position peaked at $226K in Q1 2022. 30 funds tracked by Wall St. Rank hold AFGR as of Q3 2023.

Atria Wealth Solutions reported no remaining First Trust Active Factor Large Cap Growth ETF position as of Q3 2023 after selling out during the quarter.
Atria Wealth Solutions sold 9,810 First Trust Active Factor Large Cap Growth ETF shares in Q3 2023, an estimated $212K.
Atria Wealth Solutions first reported a position in First Trust Active Factor Large Cap Growth ETF in Q1 2022 and held it in 2 quarters.
Atria Wealth Solutions's First Trust Active Factor Large Cap Growth ETF position peaked at $226K in Q1 2022.
30 funds tracked by Wall St. Rank held First Trust Active Factor Large Cap Growth ETF as of Q3 2023.

Based on Atria Wealth Solutions's 13F filing for Q3 2023, filed 8 Nov 2023.