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

Avantax 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
2025 Q2	$403K	Sell	11,987 -926	-7%	-$27.6K	﹤0.01%	1717
2025 Q1	$353K	Sell	12,913 -3,149	-20%	-$95.7K	﹤0.01%	1723
2024 Q4	$485K	Sell	16,062 -2,527	-14%	-$75.8K	﹤0.01%	1466
2024 Q3	$528K	Sell	18,589 -2,679	-13%	-$73.8K	﹤0.01%	1381
2024 Q2	$601K	Sell	21,268 -2,609	-11%	-$70.7K	﹤0.01%	1256
2024 Q1	$657K	Sell	23,877 -4,604	-16%	-$119K	0.01%	922
2023 Q4	$683K	Sell	28,481 -1,584	-5%	-$34.6K	0.01%	860
2023 Q3	$612K	Buy	30,065 +249	+0.8%	+$5.34K	0.01%	862
2023 Q2	$645K	Buy	29,816 +436	+1%	+$8.64K	0.01%	848
2023 Q1	$561K	Sell	29,380 -1,567	-5%	-$28.4K	0.01%	866
2022 Q4	$511K	Buy	30,947 +674	+2%	+$11.4K	0.01%	854
2022 Q3	$492K	Buy	30,273 +340	+1%	+$6.24K	0.01%	781
2022 Q2	$507K	Sell	29,933 -13,528	-31%	-$258K	0.01%	777
2022 Q1	$1M	Sell	43,461 -12,201	-22%	-$282K	0.01%	544
2021 Q4	$1.51M	Sell	55,662 -3,196	-5%	-$89.1K	0.02%	416
2021 Q3	$1.6M	Buy	58,858 +626	+1%	+$17.3K	0.03%	384
2021 Q2	$1.54M	Buy	+58,232	New	+$1.47M	0.03%	385

Other funds holding AFGR

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

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

TRCT

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

StoneX Group New York $1.86B AUM 21.3% 1-Year Est. Return

PAG

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Avantax Advisory Services's AFGR Position: Q2 2025 in Review

Avantax Advisory Services reduced its First Trust Active Factor Large Cap Growth ETF (AFGR) stake by 7.2% in Q2 2025, selling an estimated $27.6K and leaving 11,987 shares worth $403K. The position accounts for ﹤0.01% of the portfolio, ranked #1717.

Avantax Advisory Services first reported a position in AFGR in Q2 2021 and has held it in 17 quarters since. The position peaked at $1.6M in Q3 2021. 37 funds tracked by Wall St. Rank hold AFGR as of Q2 2025.

Avantax Advisory Services held 11,987 shares of First Trust Active Factor Large Cap Growth ETF worth $403K as of Q2 2025.
Avantax Advisory Services sold 926 First Trust Active Factor Large Cap Growth ETF shares in Q2 2025, an estimated $27.6K.
First Trust Active Factor Large Cap Growth ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1717 holding.
Avantax Advisory Services first reported a position in First Trust Active Factor Large Cap Growth ETF in Q2 2021 and has held it in 17 quarters since.
Avantax Advisory Services's First Trust Active Factor Large Cap Growth ETF position peaked at $1.6M in Q3 2021.
37 funds tracked by Wall St. Rank held First Trust Active Factor Large Cap Growth ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.