Gladstone Institutional Advisory’s First Trust Active Factor Large Cap Growth ETF AFGR Stock Holding History

Gladstone Institutional Advisory’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
2023 Q2	–	Sell	-10,885	Closed	-$208K	–	678
2023 Q1	$208K	Sell	10,885 -144	-1%	-$2.61K	0.01%	604
2022 Q4	$182K	Hold	11,029	–	–	0.01%	608
2022 Q3	$179K	Buy	+11,029	New	+$202K	0.01%	595
2022 Q1	–	Sell	-131,851	Closed	-$3.58M	–	738
2021 Q4	$3.58M	Sell	131,851 -7,180	-5%	-$200K	0.28%	103
2021 Q3	$3.79M	Sell	139,031 -3,163	-2%	-$87.2K	0.37%	76
2021 Q2	$3.77M	Buy	+142,194	New	+$3.59M	0.45%	59

Other funds holding AFGR

AFP

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

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

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

TIM

Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return

Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

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

Gladstone Institutional Advisory's AFGR Position: Q2 2023 in Review

Gladstone Institutional Advisory sold out of First Trust Active Factor Large Cap Growth ETF (AFGR) in Q2 2023, closing a stake of 10,885 shares — an estimated $208K sold.

Gladstone Institutional Advisory first reported a position in AFGR in Q2 2021 and held it in 6 quarters. The position peaked at $3.79M in Q3 2021. 30 funds tracked by Wall St. Rank hold AFGR as of Q2 2023.

Gladstone Institutional Advisory reported no remaining First Trust Active Factor Large Cap Growth ETF position as of Q2 2023 after selling out during the quarter.
Gladstone Institutional Advisory sold 10,885 First Trust Active Factor Large Cap Growth ETF shares in Q2 2023, an estimated $208K.
Gladstone Institutional Advisory first reported a position in First Trust Active Factor Large Cap Growth ETF in Q2 2021 and held it in 6 quarters.
Gladstone Institutional Advisory's First Trust Active Factor Large Cap Growth ETF position peaked at $3.79M in Q3 2021.
30 funds tracked by Wall St. Rank held First Trust Active Factor Large Cap Growth ETF as of Q2 2023.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2023, filed 10 Aug 2023.