CG
AFGR

Clarus Group’s First Trust Active Factor Large Cap Growth ETF AFGR Stock Holding History

Clarus Group’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
2022
Q4 		– Sell
-10,043
Closed -$163K – 95
2022
Q3 		$163K Sell
10,043
-996
-9% -$18.3K 0.15% 88
2022
Q2 		$187K Sell
11,039
-418
-4% -$7.99K 0.16% 94
2022
Q1 		$264K Buy
11,457
+438
+4% +$10.1K 0.18% 86
2021
Q4 		$302K Hold
11,019
– – 0.2% 74
2021
Q3 		$300K Buy
11,019
+3,260
+42% +$89.9K 0.21% 77
2021
Q2 		$209K Buy
+7,759
New +$196K 0.16% 101

Other funds holding AFGR

AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SG
StoneX Group New York $1.86B AUM 21.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return

Clarus Group's AFGR Position: Q4 2022 in Review

Clarus Group sold out of First Trust Active Factor Large Cap Growth ETF (AFGR) in Q4 2022, closing a stake of 10,043 shares — an estimated $163K sold.

Clarus Group first reported a position in AFGR in Q2 2021 and held it in 6 quarters. The position peaked at $302K in Q4 2021. 36 funds tracked by Wall St. Rank hold AFGR as of Q4 2022.

  • Clarus Group reported no remaining First Trust Active Factor Large Cap Growth ETF position as of Q4 2022 after selling out during the quarter.
  • Clarus Group sold 10,043 First Trust Active Factor Large Cap Growth ETF shares in Q4 2022, an estimated $163K.
  • Clarus Group first reported a position in First Trust Active Factor Large Cap Growth ETF in Q2 2021 and held it in 6 quarters.
  • Clarus Group's First Trust Active Factor Large Cap Growth ETF position peaked at $302K in Q4 2021.
  • 36 funds tracked by Wall St. Rank held First Trust Active Factor Large Cap Growth ETF as of Q4 2022.

Based on Clarus Group's 13F filing for Q4 2022, filed 27 Jan 2023.