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

Cetera 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
2024 Q1	–	Sell	-13,644	Closed	-$327K	–	2465
2023 Q4	$327K	Buy	13,644 +318	+2%	+$6.94K	﹤0.01%	1372
2023 Q3	$271K	Buy	13,326 +205	+2%	+$4.4K	﹤0.01%	1372
2023 Q2	$284K	Hold	13,121	–	–	﹤0.01%	1336
2023 Q1	$250K	Buy	13,121 +548	+4%	+$9.93K	﹤0.01%	1376
2022 Q4	$208K	Buy	+12,573	New	+$212K	﹤0.01%	1421
2021 Q4	–	Sell	-16,665	Closed	-$454K	–	1496
2021 Q3	$454K	Sell	16,665 -7,423	-31%	-$205K	0.01%	913
2021 Q2	$639K	Buy	+24,088	New	+$608K	0.02%	715

Other funds holding AFGR

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 Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

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 Advisors's AFGR Position: Q1 2024 in Review

Cetera Advisors sold out of First Trust Active Factor Large Cap Growth ETF (AFGR) in Q1 2024, closing a stake of 13,644 shares — an estimated $327K sold.

Cetera Advisors first reported a position in AFGR in Q2 2021 and held it in 7 quarters. The position peaked at $639K in Q2 2021. 33 funds tracked by Wall St. Rank hold AFGR as of Q1 2024.

Cetera Advisors reported no remaining First Trust Active Factor Large Cap Growth ETF position as of Q1 2024 after selling out during the quarter.
Cetera Advisors sold 13,644 First Trust Active Factor Large Cap Growth ETF shares in Q1 2024, an estimated $327K.
Cetera Advisors first reported a position in First Trust Active Factor Large Cap Growth ETF in Q2 2021 and held it in 7 quarters.
Cetera Advisors's First Trust Active Factor Large Cap Growth ETF position peaked at $639K 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 Advisors's 13F filing for Q1 2024, filed 15 May 2024.