Bank of America
AFGR

Bank of America’s First Trust Active Factor Large Cap Growth ETF AFGR Stock Holding History

Bank of America’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
Q4 		– Sell
-103
Closed -$2.1K – 8145
2023
Q3 		$2.1K Buy
+103
New +$2.21K ﹤0.01% 7133

Other funds holding AFGR

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return
WWM
Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Bank of America's AFGR Position: Q4 2023 in Review

Bank of America sold out of First Trust Active Factor Large Cap Growth ETF (AFGR) in Q4 2023, closing a stake of 103 shares — an estimated $2.1K sold.

Bank of America first reported a position in AFGR in Q3 2023 and held it in 1 quarter. The position peaked at $2.1K in Q3 2023. 31 funds tracked by Wall St. Rank hold AFGR as of Q4 2023.

  • Bank of America reported no remaining First Trust Active Factor Large Cap Growth ETF position as of Q4 2023 after selling out during the quarter.
  • Bank of America sold 103 First Trust Active Factor Large Cap Growth ETF shares in Q4 2023, an estimated $2.1K.
  • Bank of America first reported a position in First Trust Active Factor Large Cap Growth ETF in Q3 2023 and held it in 1 quarter.
  • Bank of America's First Trust Active Factor Large Cap Growth ETF position peaked at $2.1K in Q3 2023.
  • 31 funds tracked by Wall St. Rank held First Trust Active Factor Large Cap Growth ETF as of Q4 2023.

Based on Bank of America's 13F filing for Q4 2023, filed 14 Feb 2024.