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

B. Riley 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
2022 Q4	–	Sell	-14,891	Closed	-$243K	–	1555
2022 Q3	$243K	Sell	14,891 -999	-6%	-$18.3K	0.01%	1127
2022 Q2	$270K	Sell	15,890 -5,700	-26%	-$109K	0.01%	922
2022 Q1	$498K	Sell	21,590 -16,810	-44%	-$389K	0.02%	752
2021 Q4	$1.04M	Sell	38,400 -2,600	-6%	-$72.5K	0.03%	518
2021 Q3	$1.12M	Buy	41,000 +200	+0.5%	+$5.51K	0.04%	485
2021 Q2	$1.08M	Buy	+40,800	New	+$1.03M	0.04%	490

Other funds holding AFGR

AFP

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

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

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

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 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

TRCT

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

AWA

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

B. Riley Wealth Advisors's AFGR Position: Q4 2022 in Review

B. Riley Wealth Advisors sold out of First Trust Active Factor Large Cap Growth ETF (AFGR) in Q4 2022, closing a stake of 14,891 shares — an estimated $243K sold.

B. Riley Wealth Advisors first reported a position in AFGR in Q2 2021 and held it in 6 quarters. The position peaked at $1.12M in Q3 2021. 36 funds tracked by Wall St. Rank hold AFGR as of Q4 2022.

B. Riley Wealth Advisors reported no remaining First Trust Active Factor Large Cap Growth ETF position as of Q4 2022 after selling out during the quarter.
B. Riley Wealth Advisors sold 14,891 First Trust Active Factor Large Cap Growth ETF shares in Q4 2022, an estimated $243K.
B. Riley Wealth Advisors first reported a position in First Trust Active Factor Large Cap Growth ETF in Q2 2021 and held it in 6 quarters.
B. Riley Wealth Advisors's First Trust Active Factor Large Cap Growth ETF position peaked at $1.12M in Q3 2021.
36 funds tracked by Wall St. Rank held First Trust Active Factor Large Cap Growth ETF as of Q4 2022.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2022, filed 21 Feb 2023.