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

JP Morgan Private 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
2023 Q3	$229K	Sell	11,240 -535	-5%	-$11.5K	﹤0.01%	1588
2023 Q2	$255K	Sell	11,775 -3,657	-24%	-$72.5K	﹤0.01%	1304
2023 Q1	$295K	Hold	15,432	–	–	﹤0.01%	1688
2022 Q4	$255K	Sell	15,432 -7,116	-32%	-$120K	﹤0.01%	1721
2022 Q3	$367K	Hold	22,548	–	–	﹤0.01%	1574
2022 Q2	$382K	Hold	22,548	–	–	﹤0.01%	1554
2022 Q1	$520K	Hold	22,548	–	–	﹤0.01%	1516
2021 Q4	$612K	Buy	22,548 +3,008	+15%	+$83.9K	﹤0.01%	1470
2021 Q3	$532K	Buy	+19,540	New	+$539K	﹤0.01%	1476

Other funds holding AFGR

AFP

Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return

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

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

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

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

TIM

Total Investment Management Scottsdale, Arizona $948M AUM 17.6% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return

AAS

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Private Wealth Advisors's AFGR Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its First Trust Active Factor Large Cap Growth ETF (AFGR) stake by 4.5% in Q3 2023, selling an estimated $11.5K and leaving 11,240 shares worth $229K. The position accounts for ﹤0.01% of the portfolio, ranked #1588.

JP Morgan Private Wealth Advisors first reported a position in AFGR in Q3 2021 and has held it in 9 quarters since. The position peaked at $612K in Q4 2021. 29 funds tracked by Wall St. Rank hold AFGR as of Q3 2023.

JP Morgan Private Wealth Advisors held 11,240 shares of First Trust Active Factor Large Cap Growth ETF worth $229K as of Q3 2023.
JP Morgan Private Wealth Advisors sold 535 First Trust Active Factor Large Cap Growth ETF shares in Q3 2023, an estimated $11.5K.
First Trust Active Factor Large Cap Growth ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1588 holding.
JP Morgan Private Wealth Advisors first reported a position in First Trust Active Factor Large Cap Growth ETF in Q3 2021 and has held it in 9 quarters since.
JP Morgan Private Wealth Advisors's First Trust Active Factor Large Cap Growth ETF position peaked at $612K in Q4 2021.
29 funds tracked by Wall St. Rank held First Trust Active Factor Large Cap Growth ETF as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.