Carson Wealth (CWM LLC)’s First Trust Active Factor Large Cap Growth ETF AFGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $125 | Hold |
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|
2025
Q4 | $0 | Hold |
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|
2025
Q3 | $0 | Sell |
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|
2025
Q2 | $7K | Hold |
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|
2025
Q1 | $6K | Hold |
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|
2024
Q4 | $6K | Sell |
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|
2024
Q3 | $28K | Sell |
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|
2024
Q2 | $110K | Sell |
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|
2024
Q1 | $188K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $15K | Sell |
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|
2021
Q4 | $41K | Buy |
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|
2021
Q2 | $50K | Hold |
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|
2021
Q1 | $50K | Hold |
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|
2020
Q4 | $50K | Hold |
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|
2020
Q3 | $50K | Buy |
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