CHA
AFGR

Carmichael Hill & Associates’s First Trust Active Factor Large Cap Growth ETF AFGR Stock Holding History

Carmichael Hill & Associates’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
2024
Q3 		$56.8K Hold
2,000
– – 0.02% 348
2024
Q2 		$56.5K Hold
2,000
– – 0.02% 324
2024
Q1 		$55K Buy
+2,000
New +$51.9K 0.02% 336

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
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
WWM
Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
TWM
TCFG Wealth Management Laguna Niguel, California $267M AUM 39.78% 1-Year Est. Return

Carmichael Hill & Associates's AFGR Position: Q3 2024 in Review

Carmichael Hill & Associates held its First Trust Active Factor Large Cap Growth ETF (AFGR) position steady in Q3 2024 at 2,000 shares worth $56.8K. The position accounts for 0.02% of the portfolio, ranked #348.

Carmichael Hill & Associates first reported a position in AFGR in Q1 2024 and has held it in 3 quarters since. 32 funds tracked by Wall St. Rank hold AFGR as of Q3 2024.

  • Carmichael Hill & Associates held 2,000 shares of First Trust Active Factor Large Cap Growth ETF worth $56.8K as of Q3 2024.
  • Carmichael Hill & Associates left its First Trust Active Factor Large Cap Growth ETF share count unchanged in Q3 2024.
  • First Trust Active Factor Large Cap Growth ETF made up 0.02% of Carmichael Hill & Associates's portfolio in Q3 2024, its #348 holding.
  • Carmichael Hill & Associates first reported a position in First Trust Active Factor Large Cap Growth ETF in Q1 2024 and has held it in 3 quarters since.
  • 32 funds tracked by Wall St. Rank held First Trust Active Factor Large Cap Growth ETF as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.