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 Q2	$183K	Hold	5,000	–	–	0.41%	36
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

KFS

Kirkwood Financial Services San Antonio, Texas $350M AUM

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AAP

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

AFP

Ausdal Financial Partners Davenport, Iowa $2.56B AUM 27.42% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Consultiva Wealth Management's AFGR Position: Q2 2026 in Review

Consultiva Wealth Management held its First Trust Active Factor Large Cap Growth ETF (AFGR) position steady in Q2 2026 at 5,000 shares worth $183K. The position accounts for 0.41% of the portfolio, ranked #36.

Consultiva Wealth Management first reported a position in AFGR in Q1 2025 and has held it in 6 quarters since. 36 funds tracked by Wall St. Rank hold AFGR as of Q2 2026.

Consultiva Wealth Management held 5,000 shares of First Trust Active Factor Large Cap Growth ETF worth $183K as of Q2 2026.
Consultiva Wealth Management left its First Trust Active Factor Large Cap Growth ETF share count unchanged in Q2 2026.
First Trust Active Factor Large Cap Growth ETF made up 0.41% of Consultiva Wealth Management's portfolio in Q2 2026, its #36 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 6 quarters since.
36 funds tracked by Wall St. Rank held First Trust Active Factor Large Cap Growth ETF as of Q2 2026.

Based on Consultiva Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.