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

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.