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 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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

AAP

Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return

AFP

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

GWP

Gateway Wealth Partners Appleton, Wisconsin $2.57B AUM 16.81% 1-Year Est. Return

APW

Aurora Private Wealth Rockaway, New Jersey $158M AUM

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Kestra Private Wealth Services's AFGR Position: Q1 2026 in Review

Kestra Private Wealth Services reduced its First Trust Active Factor Large Cap Growth ETF (AFGR) stake by 3.5% in Q1 2026, selling an estimated $50.6K and leaving 41,367 shares worth $1.3M. The position accounts for 0.02% of the portfolio, ranked #717.

Kestra Private Wealth Services first reported a position in AFGR in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.52M in Q4 2025. 33 funds tracked by Wall St. Rank hold AFGR as of Q1 2026.

Kestra Private Wealth Services held 41,367 shares of First Trust Active Factor Large Cap Growth ETF worth $1.3M as of Q1 2026.
Kestra Private Wealth Services sold 1,509 First Trust Active Factor Large Cap Growth ETF shares in Q1 2026, an estimated $50.6K.
First Trust Active Factor Large Cap Growth ETF made up 0.02% of Kestra Private Wealth Services's portfolio in Q1 2026, its #717 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 11 quarters since.
Kestra Private Wealth Services's First Trust Active Factor Large Cap Growth ETF position peaked at $1.52M in Q4 2025.
33 funds tracked by Wall St. Rank held First Trust Active Factor Large Cap Growth ETF as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.