Ignite Planners’s First Trust Active Factor Large Cap Growth ETF AFGR Stock Holding History

Ignite Planners’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 Q4	–	Sell	-15,869	Closed	-$321K	–	319
2023 Q3	$321K	Sell	15,869 -400	-2%	-$8.58K	0.1%	227
2023 Q2	$347K	Sell	16,269 -832	-5%	-$16.5K	0.13%	168
2023 Q1	$321K	Sell	17,101 -3,005	-15%	-$54.4K	0.13%	181
2022 Q4	$354K	Sell	20,106 -7,180	-26%	-$121K	0.15%	171
2022 Q3	$455K	Sell	27,286 -2,005	-7%	-$36.8K	0.36%	85
2022 Q2	$529K	Sell	29,291 -2,070	-7%	-$39.6K	0.43%	68
2022 Q1	$634K	Sell	31,361 -8,496	-21%	-$196K	0.42%	65
2021 Q4	$966K	Buy	+39,857	New	+$1.11M	0.63%	44

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

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

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

TIM

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

WWM

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AWA

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

AAS

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

Ignite Planners's AFGR Position: Q4 2023 in Review

Ignite Planners sold out of First Trust Active Factor Large Cap Growth ETF (AFGR) in Q4 2023, closing a stake of 15,869 shares — an estimated $321K sold.

Ignite Planners first reported a position in AFGR in Q4 2021 and held it in 8 quarters. The position peaked at $966K in Q4 2021. 31 funds tracked by Wall St. Rank hold AFGR as of Q4 2023.

Ignite Planners reported no remaining First Trust Active Factor Large Cap Growth ETF position as of Q4 2023 after selling out during the quarter.
Ignite Planners sold 15,869 First Trust Active Factor Large Cap Growth ETF shares in Q4 2023, an estimated $321K.
Ignite Planners first reported a position in First Trust Active Factor Large Cap Growth ETF in Q4 2021 and held it in 8 quarters.
Ignite Planners's First Trust Active Factor Large Cap Growth ETF position peaked at $966K in Q4 2021.
31 funds tracked by Wall St. Rank held First Trust Active Factor Large Cap Growth ETF as of Q4 2023.

Based on Ignite Planners's 13F filing for Q4 2023, filed 9 Jan 2024.