ICA Group Wealth Management’s First Trust Active Factor Large Cap Growth ETF AFGR Stock Holding History

ICA Group Wealth Management’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
2024 Q1	–	Sell	-1,200	Closed	-$28.8K	–	1399
2023 Q4	$28.8K	Buy	+1,200	New	+$26.2K	0.01%	632
2023 Q3	–	Sell	-2,200	Closed	-$47.6K	–	807
2023 Q2	$47.6K	Hold	2,200	–	–	0.01%	503
2023 Q1	$42K	Sell	2,200 -3,500	-61%	-$63.4K	0.01%	522
2022 Q4	$94.2K	Buy	+5,700	New	+$96.2K	0.02%	376

Other funds holding AFGR

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AFP

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 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

WWM

Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return

TIM

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

AAP

Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return

WEG

World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return

ICA Group Wealth Management's AFGR Position: Q1 2024 in Review

ICA Group Wealth Management sold out of First Trust Active Factor Large Cap Growth ETF (AFGR) in Q1 2024, closing a stake of 1,200 shares — an estimated $28.8K sold.

ICA Group Wealth Management first reported a position in AFGR in Q4 2022 and held it in 4 quarters. The position peaked at $94.2K in Q4 2022. 33 funds tracked by Wall St. Rank hold AFGR as of Q1 2024.

ICA Group Wealth Management reported no remaining First Trust Active Factor Large Cap Growth ETF position as of Q1 2024 after selling out during the quarter.
ICA Group Wealth Management sold 1,200 First Trust Active Factor Large Cap Growth ETF shares in Q1 2024, an estimated $28.8K.
ICA Group Wealth Management first reported a position in First Trust Active Factor Large Cap Growth ETF in Q4 2022 and held it in 4 quarters.
ICA Group Wealth Management's First Trust Active Factor Large Cap Growth ETF position peaked at $94.2K in Q4 2022.
33 funds tracked by Wall St. Rank held First Trust Active Factor Large Cap Growth ETF as of Q1 2024.

Based on ICA Group Wealth Management's 13F filing for Q1 2024, filed 14 May 2024.