Cambridge Advisors’s First Trust Active Factor Large Cap Growth ETF AFGR Stock Holding History

Cambridge 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
2023 Q2	–	Sell	-17,820	Closed	-$340K	–	172
2023 Q1	$340K	Buy	17,820 +1,420	+9%	+$25.7K	0.09%	139
2022 Q4	$271K	Sell	16,400 -129	-0.8%	-$2.18K	0.07%	150
2022 Q3	$269K	Sell	16,529 -19,275	-54%	-$354K	0.08%	145
2022 Q2	$607K	Sell	35,804 -1,577	-4%	-$30.1K	0.17%	101
2022 Q1	$862K	Sell	37,381 -863	-2%	-$19.9K	0.21%	82
2021 Q4	$1.04M	Buy	38,244 +4,731	+14%	+$132K	0.23%	70
2021 Q3	$913K	Buy	33,513 +943	+3%	+$26K	0.22%	78
2021 Q2	$863K	Buy	+32,570	New	+$822K	0.21%	81

Other funds holding AFGR

AFP

Ausdal Financial Partners Davenport, Iowa $2.56B AUM 27.42% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

StoneX Group New York $2.48B AUM 33.54% 1-Year Est. Return

TIM

Total Investment Management Scottsdale, Arizona $948M AUM 17.6% 1-Year Est. Return

Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Cambridge Advisors's AFGR Position: Q2 2023 in Review

Cambridge Advisors sold out of First Trust Active Factor Large Cap Growth ETF (AFGR) in Q2 2023, closing a stake of 17,820 shares — an estimated $340K sold.

Cambridge Advisors first reported a position in AFGR in Q2 2021 and held it in 8 quarters. The position peaked at $1.04M in Q4 2021. 31 funds tracked by Wall St. Rank hold AFGR as of Q2 2023.

Cambridge Advisors reported no remaining First Trust Active Factor Large Cap Growth ETF position as of Q2 2023 after selling out during the quarter.
Cambridge Advisors sold 17,820 First Trust Active Factor Large Cap Growth ETF shares in Q2 2023, an estimated $340K.
Cambridge Advisors first reported a position in First Trust Active Factor Large Cap Growth ETF in Q2 2021 and held it in 8 quarters.
Cambridge Advisors's First Trust Active Factor Large Cap Growth ETF position peaked at $1.04M in Q4 2021.
31 funds tracked by Wall St. Rank held First Trust Active Factor Large Cap Growth ETF as of Q2 2023.

Based on Cambridge Advisors's 13F filing for Q2 2023, filed 13 Jul 2023.