Kestra Private Wealth Services’s First Trust Active Factor Large Cap Growth ETF AFGR Stock Holding History

Kestra Private Wealth 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
2026 Q2	$878K	Sell	24,036 -17,331	-42%	-$614K	0.01%	966
2026 Q1	$1.3M	Sell	41,367 -1,509	-4%	-$50.6K	0.02%	717
2025 Q4	$1.52M	Buy	42,876 +15,391	+56%	+$551K	0.02%	636
2025 Q3	$996K	Buy	27,485 +880	+3%	+$30.6K	0.01%	782
2025 Q2	$895K	Buy	26,605 +1,206	+5%	+$35.9K	0.01%	784
2025 Q1	$694K	Buy	25,399 +3,276	+15%	+$99.6K	0.01%	820
2024 Q4	$668K	Buy	22,123 +41	+0.2%	+$1.23K	0.01%	801
2024 Q3	$627K	Sell	22,082 -582	-3%	-$16K	0.01%	796
2024 Q2	$640K	Sell	22,664 -11,458	-34%	-$310K	0.01%	734
2024 Q1	$938K	Buy	34,122 +5,670	+20%	+$147K	0.02%	574
2023 Q4	$682K	Buy	28,452 +3,969	+16%	+$86.6K	0.02%	628
2023 Q3	$499K	Buy	+24,483	New	+$525K	0.02%	663

Other funds holding AFGR

KFS

Kirkwood Financial Services San Antonio, Texas $350M AUM

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

Goldman Sachs New York $1.15T AUM 47.82% 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

TRCT

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

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Kestra Private Wealth Services's AFGR Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its First Trust Active Factor Large Cap Growth ETF (AFGR) stake by 42% in Q2 2026, selling an estimated $614K and leaving 24,036 shares worth $878K. The position accounts for 0.01% of the portfolio, ranked #966.

Kestra Private Wealth Services first reported a position in AFGR in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.52M in Q4 2025. 36 funds tracked by Wall St. Rank hold AFGR as of Q2 2026.

Kestra Private Wealth Services held 24,036 shares of First Trust Active Factor Large Cap Growth ETF worth $878K as of Q2 2026.
Kestra Private Wealth Services sold 17,331 First Trust Active Factor Large Cap Growth ETF shares in Q2 2026, an estimated $614K.
First Trust Active Factor Large Cap Growth ETF made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #966 holding.
Kestra Private Wealth Services first reported a position in First Trust Active Factor Large Cap Growth ETF in Q3 2023 and has held it in 12 quarters since.
Kestra Private Wealth Services's First Trust Active Factor Large Cap Growth ETF position peaked at $1.52M in Q4 2025.
36 funds tracked by Wall St. Rank held First Trust Active Factor Large Cap Growth ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.