BFC
AFGR

Bedel Financial Consulting’s First Trust Active Factor Large Cap Growth ETF AFGR Stock Holding History

Bedel Financial Consulting’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
Q2 		– Sell
-1,769
Closed -$41K – 606
2022
Q1 		$41K Buy
+1,769
New +$40.9K 0.01% 423

Other funds holding AFGR

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SAM
Synergy Asset Management Vancouver, Washington $1.06B AUM 36.26% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
SG
StoneX Group New York $1.86B AUM 21.3% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
CCM
Chiron Capital Management Tallahassee, Florida $111M AUM

Bedel Financial Consulting's AFGR Position: Q2 2022 in Review

Bedel Financial Consulting sold out of First Trust Active Factor Large Cap Growth ETF (AFGR) in Q2 2022, closing a stake of 1,769 shares — an estimated $41K sold.

Bedel Financial Consulting first reported a position in AFGR in Q1 2022 and held it in 1 quarter. The position peaked at $41K in Q1 2022. 42 funds tracked by Wall St. Rank hold AFGR as of Q2 2022.

  • Bedel Financial Consulting reported no remaining First Trust Active Factor Large Cap Growth ETF position as of Q2 2022 after selling out during the quarter.
  • Bedel Financial Consulting sold 1,769 First Trust Active Factor Large Cap Growth ETF shares in Q2 2022, an estimated $41K.
  • Bedel Financial Consulting first reported a position in First Trust Active Factor Large Cap Growth ETF in Q1 2022 and held it in 1 quarter.
  • Bedel Financial Consulting's First Trust Active Factor Large Cap Growth ETF position peaked at $41K in Q1 2022.
  • 42 funds tracked by Wall St. Rank held First Trust Active Factor Large Cap Growth ETF as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.