HPC
AFGR

Hobart Private Capital’s First Trust Active Factor Large Cap Growth ETF AFGR Stock Holding History

Hobart Private Capital’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 		– Sell
-26,491
Closed -$830K – 144
2026
Q1 		$830K Sell
26,491
-1,307
-5% -$43.8K 0.16% 73
2025
Q4 		$985K Buy
27,798
+14,606
+111% +$523K 0.19% 70
2025
Q3 		$478K Buy
13,192
+81
+0.6% +$2.82K 0.1% 87
2025
Q2 		$441K Sell
13,111
-5,008
-28% -$149K 0.1% 84
2025
Q1 		$495K Buy
18,119
+3,091
+21% +$94K 0.12% 65
2024
Q4 		$454K Buy
15,028
+5,981
+66% +$179K 0.11% 66
2024
Q3 		$257K Buy
+9,047
New +$249K 0.07% 72

Other funds holding AFGR

TIA
TCFG Investment Advisors Laguna Niguel, California $297M AUM
APW
Aurora Private Wealth Rockaway, New Jersey $158M AUM
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $169M AUM 22.99% 1-Year Est. Return

Hobart Private Capital's AFGR Position: Q2 2026 in Review

Hobart Private Capital sold out of First Trust Active Factor Large Cap Growth ETF (AFGR) in Q2 2026, closing a stake of 26,491 shares — an estimated $830K sold.

Hobart Private Capital first reported a position in AFGR in Q3 2024 and held it in 7 quarters. The position peaked at $985K in Q4 2025. 5 funds tracked by Wall St. Rank hold AFGR as of Q2 2026.

  • Hobart Private Capital reported no remaining First Trust Active Factor Large Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Hobart Private Capital sold 26,491 First Trust Active Factor Large Cap Growth ETF shares in Q2 2026, an estimated $830K.
  • Hobart Private Capital first reported a position in First Trust Active Factor Large Cap Growth ETF in Q3 2024 and held it in 7 quarters.
  • Hobart Private Capital's First Trust Active Factor Large Cap Growth ETF position peaked at $985K in Q4 2025.
  • 5 funds tracked by Wall St. Rank held First Trust Active Factor Large Cap Growth ETF as of Q2 2026.

Based on Hobart Private Capital's 13F filing for Q2 2026, filed 6 Jul 2026.