JWA
AFGR

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

JFS Wealth 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
2022
Q1 		– Sell
-2,359
Closed -$64K – 1910
2021
Q4 		$64K Hold
2,359
– – 0.01% 380
2021
Q3 		$64K Buy
+2,359
New +$65K 0.01% 381

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 $38.8B AUM 21.88% 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

JFS Wealth Advisors's AFGR Position: Q1 2022 in Review

JFS Wealth Advisors sold out of First Trust Active Factor Large Cap Growth ETF (AFGR) in Q1 2022, closing a stake of 2,359 shares — an estimated $64K sold.

JFS Wealth Advisors first reported a position in AFGR in Q3 2021 and held it in 2 quarters. The position peaked at $64K in Q4 2021. 44 funds tracked by Wall St. Rank hold AFGR as of Q1 2022.

  • JFS Wealth Advisors reported no remaining First Trust Active Factor Large Cap Growth ETF position as of Q1 2022 after selling out during the quarter.
  • JFS Wealth Advisors sold 2,359 First Trust Active Factor Large Cap Growth ETF shares in Q1 2022, an estimated $64K.
  • JFS Wealth Advisors first reported a position in First Trust Active Factor Large Cap Growth ETF in Q3 2021 and held it in 2 quarters.
  • JFS Wealth Advisors's First Trust Active Factor Large Cap Growth ETF position peaked at $64K in Q4 2021.
  • 44 funds tracked by Wall St. Rank held First Trust Active Factor Large Cap Growth ETF as of Q1 2022.

Based on JFS Wealth Advisors's 13F filing for Q1 2022, filed 2 May 2022.