Insigneo Advisory Services’s First Trust Active Factor Large Cap Growth ETF AFGR Stock Holding History

Insigneo Advisory Services’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 Q4	–	Sell	-7,408	Closed	-$210K	–	664
2024 Q3	$210K	Sell	7,408 -3,491	-32%	-$96.2K	0.02%	543
2024 Q2	$272K	Sell	10,899 -1,983	-15%	-$53.7K	0.03%	431
2024 Q1	$354K	Sell	12,882 -10,401	-45%	-$270K	0.04%	345
2023 Q4	$558K	Sell	23,283 -512	-2%	-$11.2K	0.08%	223
2023 Q3	$484K	Sell	23,795 -209	-0.9%	-$4.48K	0.1%	194
2023 Q2	$519K	Buy	24,004 +13,640	+132%	+$270K	0.1%	190
2023 Q1	$198K	Buy	+10,364	New	+$188K	0.06%	266

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

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

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

StoneX Group New York $1.86B AUM 21.3% 1-Year Est. Return

TIM

Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 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

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

Insigneo Advisory Services's AFGR Position: Q4 2024 in Review

Insigneo Advisory Services sold out of First Trust Active Factor Large Cap Growth ETF (AFGR) in Q4 2024, closing a stake of 7,408 shares — an estimated $210K sold.

Insigneo Advisory Services first reported a position in AFGR in Q1 2023 and held it in 7 quarters. The position peaked at $558K in Q4 2023. 34 funds tracked by Wall St. Rank hold AFGR as of Q4 2024.

Insigneo Advisory Services reported no remaining First Trust Active Factor Large Cap Growth ETF position as of Q4 2024 after selling out during the quarter.
Insigneo Advisory Services sold 7,408 First Trust Active Factor Large Cap Growth ETF shares in Q4 2024, an estimated $210K.
Insigneo Advisory Services first reported a position in First Trust Active Factor Large Cap Growth ETF in Q1 2023 and held it in 7 quarters.
Insigneo Advisory Services's First Trust Active Factor Large Cap Growth ETF position peaked at $558K in Q4 2023.
34 funds tracked by Wall St. Rank held First Trust Active Factor Large Cap Growth ETF as of Q4 2024.

Based on Insigneo Advisory Services's 13F filing for Q4 2024, filed 13 Feb 2025.