JIP
AFGR

Jaffetilchin Investment Partners’s First Trust Active Factor Large Cap Growth ETF AFGR Stock Holding History

Jaffetilchin Investment Partners’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
2022
Q1 		– Sell
-10,275
Closed -$279K – 360
2021
Q4 		$279K Sell
10,275
-39,977
-80% -$1.11M 0.03% 293
2021
Q3 		$1.37M Sell
50,252
-50,250
-50% -$1.38M 0.15% 102
2021
Q2 		$2.66M Buy
+100,502
New +$2.54M 0.18% 90

Other funds holding AFGR

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SG
StoneX Group New York $1.86B AUM 21.3% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
CCM
Chiron Capital Management Tallahassee, Florida $111M AUM
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jaffetilchin Investment Partners's AFGR Position: Q1 2022 in Review

Jaffetilchin Investment Partners sold out of First Trust Active Factor Large Cap Growth ETF (AFGR) in Q1 2022, closing a stake of 10,275 shares — an estimated $279K sold.

Jaffetilchin Investment Partners first reported a position in AFGR in Q2 2021 and held it in 3 quarters. The position peaked at $2.66M in Q2 2021. 44 funds tracked by Wall St. Rank hold AFGR as of Q1 2022.

  • Jaffetilchin Investment Partners reported no remaining First Trust Active Factor Large Cap Growth ETF position as of Q1 2022 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 10,275 First Trust Active Factor Large Cap Growth ETF shares in Q1 2022, an estimated $279K.
  • Jaffetilchin Investment Partners first reported a position in First Trust Active Factor Large Cap Growth ETF in Q2 2021 and held it in 3 quarters.
  • Jaffetilchin Investment Partners's First Trust Active Factor Large Cap Growth ETF position peaked at $2.66M in Q2 2021.
  • 44 funds tracked by Wall St. Rank held First Trust Active Factor Large Cap Growth ETF as of Q1 2022.

Based on Jaffetilchin Investment Partners's 13F filing for Q1 2022, filed 13 May 2022.