Commonwealth Equity Services
AFGR

Commonwealth Equity Services’s First Trust Active Factor Large Cap Growth ETF AFGR Stock Holding History

Commonwealth Equity Services’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 		– Sell
-8,414
Closed -$238K – 4149
2024
Q2 		$238K Sell
8,414
-816
-9% -$22.1K ﹤0.01% 3506
2024
Q1 		$254K Buy
9,230
+642
+7% +$16.7K ﹤0.01% 3427
2023
Q4 		$206K Buy
+8,588
New +$187K ﹤0.01% 3482
2023
Q3 		– Sell
-9,668
Closed -$209K – 3895
2023
Q2 		$209K Sell
9,668
-4,759
-33% -$94.3K ﹤0.01% 3370
2023
Q1 		$275 Buy
14,427
+126
+0.9% +$2.28K ﹤0.01% 3038
2022
Q4 		$236K Sell
14,301
-4,293
-23% -$72.4K ﹤0.01% 3076
2022
Q3 		$302K Sell
18,594
-32,257
-63% -$592K ﹤0.01% 2820
2022
Q2 		$861K Sell
50,851
-13,928
-22% -$266K ﹤0.01% 2018
2022
Q1 		$1.49M Sell
64,779
-77,305
-54% -$1.79M ﹤0.01% 1689
2021
Q4 		$3.86M Sell
142,084
-2,216
-2% -$61.8K 0.01% 1067
2021
Q3 		$3.93M Sell
144,300
-12,309
-8% -$339K 0.01% 1016
2021
Q2 		$4.15M Buy
156,609
+129,163
+471% +$3.26M 0.01% 962
2021
Q1 		$658K Buy
+27,446
New +$668K ﹤0.01% 2111

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

Commonwealth Equity Services's AFGR Position: Q3 2024 in Review

Commonwealth Equity Services sold out of First Trust Active Factor Large Cap Growth ETF (AFGR) in Q3 2024, closing a stake of 8,414 shares — an estimated $238K sold.

Commonwealth Equity Services first reported a position in AFGR in Q1 2021 and held it in 13 quarters. The position peaked at $4.15M in Q2 2021. 32 funds tracked by Wall St. Rank hold AFGR as of Q3 2024.

  • Commonwealth Equity Services reported no remaining First Trust Active Factor Large Cap Growth ETF position as of Q3 2024 after selling out during the quarter.
  • Commonwealth Equity Services sold 8,414 First Trust Active Factor Large Cap Growth ETF shares in Q3 2024, an estimated $238K.
  • Commonwealth Equity Services first reported a position in First Trust Active Factor Large Cap Growth ETF in Q1 2021 and held it in 13 quarters.
  • Commonwealth Equity Services's First Trust Active Factor Large Cap Growth ETF position peaked at $4.15M in Q2 2021.
  • 32 funds tracked by Wall St. Rank held First Trust Active Factor Large Cap Growth ETF as of Q3 2024.

Based on Commonwealth Equity Services's 13F filing for Q3 2024, filed 18 Oct 2024.