CAN
AFGR

Cetera Advisor Networks’s First Trust Active Factor Large Cap Growth ETF AFGR Stock Holding History

Cetera Advisor Networks’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
Q1 		$452K Buy
+16,424
New +$426K ﹤0.01% 2000
2022
Q1 		– Sell
-15,827
Closed -$430K – 2140
2021
Q4 		$430K Sell
15,827
-5,617
-26% -$157K 0.01% 1363
2021
Q3 		$584K Sell
21,444
-8,535
-28% -$235K 0.01% 1130
2021
Q2 		$795K Buy
+29,979
New +$757K 0.01% 933

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 $38.8B AUM 21.88% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WWM
Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return

Cetera Advisor Networks's AFGR Position: Q1 2024 in Review

Cetera Advisor Networks opened a new position in First Trust Active Factor Large Cap Growth ETF (AFGR) in Q1 2024: 16,424 shares worth $452K. The stake represents ﹤0.01% of the portfolio and ranks #2000 among its holdings. This is a return to the name: Cetera Advisor Networks previously reported a position in AFGR as recently as Q4 2021.

Cetera Advisor Networks first reported a position in AFGR in Q2 2021 and has held it in 4 quarters since. The position peaked at $795K in Q2 2021. 33 funds tracked by Wall St. Rank hold AFGR as of Q1 2024.

  • Cetera Advisor Networks held 16,424 shares of First Trust Active Factor Large Cap Growth ETF worth $452K as of Q1 2024.
  • First Trust Active Factor Large Cap Growth ETF was a new Cetera Advisor Networks position in Q1 2024.
  • First Trust Active Factor Large Cap Growth ETF made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #2000 holding.
  • Cetera Advisor Networks first reported a position in First Trust Active Factor Large Cap Growth ETF in Q2 2021 and has held it in 4 quarters since.
  • Cetera Advisor Networks's First Trust Active Factor Large Cap Growth ETF position peaked at $795K in Q2 2021.
  • 33 funds tracked by Wall St. Rank held First Trust Active Factor Large Cap Growth ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.