Global Retirement Partners’s First Trust Active Factor Large Cap Growth ETF AFGR Stock Holding History

Global Retirement 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
2025 Q4	$20.2K	Hold	570	–	–	﹤0.01%	2863
2025 Q3	$20.7K	Hold	570	–	–	﹤0.01%	2381
2025 Q2	$19.2K	Buy	+570	New	+$17K	﹤0.01%	2315
2024 Q4	$17.2K	Hold	570	–	–	﹤0.01%	2170
2024 Q3	$16.2K	Hold	570	–	–	﹤0.01%	2093
2024 Q2	$16.1K	Hold	570	–	–	﹤0.01%	2096
2024 Q1	$15.7K	Hold	570	–	–	﹤0.01%	1912
2023 Q4	$13.7K	Hold	570	–	–	﹤0.01%	1931
2023 Q3	$11.5K	Hold	570	–	–	﹤0.01%	1891
2023 Q2	$12.3K	Hold	570	–	–	﹤0.01%	1889
2023 Q1	$10.6K	Hold	570	–	–	﹤0.01%	1901
2022 Q4	$9.41K	Hold	570	–	–	﹤0.01%	1804
2022 Q3	$10K	Buy	570 +25	+5%	+$459	﹤0.01%	1690
2022 Q2	$9K	Hold	545	–	–	﹤0.01%	1686
2022 Q1	$9K	Buy	+545	New	+$12.6K	﹤0.01%	1667

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

Global Retirement Partners's AFGR Position: Q4 2025 in Review

Global Retirement Partners held its First Trust Active Factor Large Cap Growth ETF (AFGR) position steady in Q4 2025 at 570 shares worth $20.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2863.

Global Retirement Partners first reported a position in AFGR in Q1 2022 and has held it in 15 quarters since. The position peaked at $20.7K in Q3 2025. 36 funds tracked by Wall St. Rank hold AFGR as of Q4 2025.

Global Retirement Partners held 570 shares of First Trust Active Factor Large Cap Growth ETF worth $20.2K as of Q4 2025.
Global Retirement Partners left its First Trust Active Factor Large Cap Growth ETF share count unchanged in Q4 2025.
First Trust Active Factor Large Cap Growth ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2863 holding.
Global Retirement Partners first reported a position in First Trust Active Factor Large Cap Growth ETF in Q1 2022 and has held it in 15 quarters since.
Global Retirement Partners's First Trust Active Factor Large Cap Growth ETF position peaked at $20.7K in Q3 2025.
36 funds tracked by Wall St. Rank held First Trust Active Factor Large Cap Growth ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.