IFP Advisors’s First Trust Active Factor Large Cap Growth ETF AFGR Stock Holding History

IFP Advisors’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 Q3	–	Sell	-69	Closed	-$1.95K	–	3393
2024 Q2	$1.95K	Hold	69	–	–	﹤0.01%	2821
2024 Q1	$1.9K	Buy	+69	New	+$1.79K	﹤0.01%	2711
2023 Q1	–	Sell	-5,323	Closed	-$106K	–	4030
2022 Q4	$106K	Sell	5,323 -3,459	-39%	-$58.4K	﹤0.01%	1715
2022 Q3	$174K	Buy	8,782 +100	+1%	+$1.83K	﹤0.01%	1493
2022 Q2	$172K	Hold	8,682	–	–	0.01%	1360
2022 Q1	$172K	Buy	+8,682	New	+$201K	0.01%	1360

Other funds holding AFGR

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

AFP

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

AAP

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

TIM

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

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

WWM

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

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

TWM

TCFG Wealth Management Laguna Niguel, California $267M AUM 39.78% 1-Year Est. Return

IFP Advisors's AFGR Position: Q3 2024 in Review

IFP Advisors sold out of First Trust Active Factor Large Cap Growth ETF (AFGR) in Q3 2024, closing a stake of 69 shares — an estimated $1.95K sold.

IFP Advisors first reported a position in AFGR in Q1 2022 and held it in 6 quarters. The position peaked at $174K in Q3 2022. 32 funds tracked by Wall St. Rank hold AFGR as of Q3 2024.

IFP Advisors reported no remaining First Trust Active Factor Large Cap Growth ETF position as of Q3 2024 after selling out during the quarter.
IFP Advisors sold 69 First Trust Active Factor Large Cap Growth ETF shares in Q3 2024, an estimated $1.95K.
IFP Advisors first reported a position in First Trust Active Factor Large Cap Growth ETF in Q1 2022 and held it in 6 quarters.
IFP Advisors's First Trust Active Factor Large Cap Growth ETF position peaked at $174K in Q3 2022.
32 funds tracked by Wall St. Rank held First Trust Active Factor Large Cap Growth ETF as of Q3 2024.

Based on IFP Advisors's 13F filing for Q3 2024, filed 4 Feb 2025.