John Overdeck’s First Trust Active Factor Large Cap Growth ETF AFGR Stock Holding History

John Overdeck’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
2026 Q1	–	Sell	-14,000	Closed	-$496K	–	4795
2025 Q4	$496K	Sell	14,000 -10,500	-43%	-$376K	﹤0.01%	3308
2025 Q3	$888K	Buy	24,500 +3,600	+17%	+$125K	﹤0.01%	2662
2025 Q2	$703K	Buy	+20,900	New	+$622K	﹤0.01%	2435
2024 Q1	–	Sell	-9,300	Closed	-$223K	–	3243
2023 Q4	$223K	Buy	+9,300	New	+$203K	﹤0.01%	2797

Other funds holding AFGR

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

AAP

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

AFP

Ausdal Financial Partners Davenport, Iowa $2.56B AUM 27.42% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

GWP

Gateway Wealth Partners Appleton, Wisconsin $1.67B AUM 21.55% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

APW

Aurora Private Wealth Rockaway, New Jersey $158M AUM

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

John Overdeck's AFGR Position: Q1 2026 in Review

John Overdeck sold out of First Trust Active Factor Large Cap Growth ETF (AFGR) in Q1 2026, closing a stake of 14,000 shares — an estimated $496K sold.

John Overdeck first reported a position in AFGR in Q4 2023 and held it in 4 quarters. The position peaked at $888K in Q3 2025. 33 funds tracked by Wall St. Rank hold AFGR as of Q1 2026.

John Overdeck reported no remaining First Trust Active Factor Large Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
John Overdeck sold 14,000 First Trust Active Factor Large Cap Growth ETF shares in Q1 2026, an estimated $496K.
John Overdeck first reported a position in First Trust Active Factor Large Cap Growth ETF in Q4 2023 and held it in 4 quarters.
John Overdeck's First Trust Active Factor Large Cap Growth ETF position peaked at $888K in Q3 2025.
33 funds tracked by Wall St. Rank held First Trust Active Factor Large Cap Growth ETF as of Q1 2026.

Based on Two Sigma Investments's 13F filing for Q1 2026, filed 15 May 2026.