EWA
AFGR

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

EverSource Wealth 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
2025
Q3 		– Sell
-403
Closed -$13.6K – 4421
2025
Q2 		$13.6K Buy
+403
New +$12K ﹤0.01% 2599

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SG
StoneX Group New York $1.86B AUM 21.3% 1-Year Est. Return
TWM
TCFG Wealth Management Laguna Niguel, California $267M AUM 39.78% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return

EverSource Wealth Advisors's AFGR Position: Q3 2025 in Review

EverSource Wealth Advisors sold out of First Trust Active Factor Large Cap Growth ETF (AFGR) in Q3 2025, closing a stake of 403 shares — an estimated $13.6K sold.

EverSource Wealth Advisors first reported a position in AFGR in Q2 2025 and held it in 1 quarter. The position peaked at $13.6K in Q2 2025. 32 funds tracked by Wall St. Rank hold AFGR as of Q3 2025.

  • EverSource Wealth Advisors reported no remaining First Trust Active Factor Large Cap Growth ETF position as of Q3 2025 after selling out during the quarter.
  • EverSource Wealth Advisors sold 403 First Trust Active Factor Large Cap Growth ETF shares in Q3 2025, an estimated $13.6K.
  • EverSource Wealth Advisors first reported a position in First Trust Active Factor Large Cap Growth ETF in Q2 2025 and held it in 1 quarter.
  • EverSource Wealth Advisors's First Trust Active Factor Large Cap Growth ETF position peaked at $13.6K in Q2 2025.
  • 32 funds tracked by Wall St. Rank held First Trust Active Factor Large Cap Growth ETF as of Q3 2025.

Based on EverSource Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.