Gateway Wealth Partners’s First Trust Active Factor Large Cap Growth ETF AFGR Stock Holding History

Gateway Wealth Partners’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	$391K	Sell	10,714 -32,520	-75%	-$1.15M	0.02%	541
2026 Q1	$1.36M	Buy	43,234 +21,698	+101%	+$727K	0.05%	320
2025 Q4	$763K	Sell	21,536 -652	-3%	-$23.3K	0.08%	220
2025 Q3	$804K	Sell	22,188 -762	-3%	-$26.5K	0.11%	189
2025 Q2	$772K	Sell	22,950 -1,696	-7%	-$50.5K	0.15%	159
2025 Q1	$673K	Buy	24,646 +5,333	+28%	+$162K	0.15%	149
2024 Q4	$583K	Buy	19,313 +50	+0.3%	+$1.5K	0.15%	147
2024 Q3	$547K	Buy	19,263 +2,617	+16%	+$72.1K	0.15%	148
2024 Q2	$470K	Buy	16,646 +1,885	+13%	+$51.1K	0.14%	152
2024 Q1	$406K	Buy	14,761 +5,194	+54%	+$135K	0.15%	137
2023 Q4	$229K	Buy	+9,567	New	+$209K	0.09%	193

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

Gateway Wealth Partners's AFGR Position: Q2 2026 in Review

Gateway Wealth Partners reduced its First Trust Active Factor Large Cap Growth ETF (AFGR) stake by 75% in Q2 2026, selling an estimated $1.15M and leaving 10,714 shares worth $391K. The position accounts for 0.02% of the portfolio, ranked #541.

Gateway Wealth Partners first reported a position in AFGR in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.36M in Q1 2026. 36 funds tracked by Wall St. Rank hold AFGR as of Q2 2026.

Gateway Wealth Partners held 10,714 shares of First Trust Active Factor Large Cap Growth ETF worth $391K as of Q2 2026.
Gateway Wealth Partners sold 32,520 First Trust Active Factor Large Cap Growth ETF shares in Q2 2026, an estimated $1.15M.
First Trust Active Factor Large Cap Growth ETF made up 0.02% of Gateway Wealth Partners's portfolio in Q2 2026, its #541 holding.
Gateway Wealth Partners first reported a position in First Trust Active Factor Large Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
Gateway Wealth Partners's First Trust Active Factor Large Cap Growth ETF position peaked at $1.36M in Q1 2026.
36 funds tracked by Wall St. Rank held First Trust Active Factor Large Cap Growth ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.