Consultiva Wealth Management’s First Trust Active Factor Large Cap Growth ETF AFGR Stock Holding History

Consultiva Wealth Management’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
2026 Q1	$157K	Hold	5,000	–	–	0.45%	34
2025 Q4	$177K	Hold	5,000	–	–	0.5%	30
2025 Q3	$181K	Hold	5,000	–	–	0.51%	26
2025 Q2	$168K	Hold	5,000	–	–	0.52%	29
2025 Q1	$137K	Buy	+5,000	New	+$152K	0.47%	36

Other funds holding AFGR

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

AAP

Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return

AFP

Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

GWP

Gateway Wealth Partners Appleton, Wisconsin $2.57B AUM 16.81% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return

APW

Aurora Private Wealth Rockaway, New Jersey $158M AUM

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Consultiva Wealth Management's AFGR Position: Q1 2026 in Review

Consultiva Wealth Management held its First Trust Active Factor Large Cap Growth ETF (AFGR) position steady in Q1 2026 at 5,000 shares worth $157K. The position accounts for 0.45% of the portfolio, ranked #34.

Consultiva Wealth Management first reported a position in AFGR in Q1 2025 and has held it in 5 quarters since. The position peaked at $181K in Q3 2025. 33 funds tracked by Wall St. Rank hold AFGR as of Q1 2026.

Consultiva Wealth Management held 5,000 shares of First Trust Active Factor Large Cap Growth ETF worth $157K as of Q1 2026.
Consultiva Wealth Management left its First Trust Active Factor Large Cap Growth ETF share count unchanged in Q1 2026.
First Trust Active Factor Large Cap Growth ETF made up 0.45% of Consultiva Wealth Management's portfolio in Q1 2026, its #34 holding.
Consultiva Wealth Management first reported a position in First Trust Active Factor Large Cap Growth ETF in Q1 2025 and has held it in 5 quarters since.
Consultiva Wealth Management's First Trust Active Factor Large Cap Growth ETF position peaked at $181K in Q3 2025.
33 funds tracked by Wall St. Rank held First Trust Active Factor Large Cap Growth ETF as of Q1 2026.

Based on Consultiva Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.