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 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

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

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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Gateway Wealth Partners's AFGR Position: Q1 2026 in Review

Gateway Wealth Partners increased its First Trust Active Factor Large Cap Growth ETF (AFGR) stake by 101% in Q1 2026, buying an estimated $727K and bringing the position to 43,234 shares worth $1.36M. The position accounts for 0.05% of the portfolio, ranked #320.

Gateway Wealth Partners first reported a position in AFGR in Q4 2023 and has held it in 10 quarters since. 33 funds tracked by Wall St. Rank hold AFGR as of Q1 2026.

Gateway Wealth Partners held 43,234 shares of First Trust Active Factor Large Cap Growth ETF worth $1.36M as of Q1 2026.
Gateway Wealth Partners bought 21,698 First Trust Active Factor Large Cap Growth ETF shares in Q1 2026, an estimated $727K.
First Trust Active Factor Large Cap Growth ETF made up 0.05% of Gateway Wealth Partners's portfolio in Q1 2026, its #320 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 10 quarters since.
33 funds tracked by Wall St. Rank held First Trust Active Factor Large Cap Growth ETF as of Q1 2026.

Based on Gateway Wealth Partners's 13F filing for Q1 2026, filed 15 May 2026.