Key Client Fiduciary Advisors’s First Trust Active Factor Large Cap Growth ETF AFGR Stock Holding History

Key Client Fiduciary 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
2024 Q1	–	Sell	-18,955	Closed	-$455K	–	192
2023 Q4	$455K	Hold	18,955	–	–	0.26%	93
2023 Q3	$386K	Hold	18,955	–	–	0.24%	103
2023 Q2	$410K	Buy	18,955 +75	+0.4%	+$1.49K	0.24%	101
2023 Q1	$360K	Sell	18,880 -520	-3%	-$9.42K	0.22%	102
2022 Q4	$320K	Sell	19,400 -1,950	-9%	-$32.9K	0.22%	107
2022 Q3	$347K	Buy	21,350 +650	+3%	+$11.9K	0.31%	71
2022 Q2	$351K	Buy	20,700 +1,000	+5%	+$19.1K	0.34%	68
2022 Q1	$454K	Hold	19,700	–	–	0.36%	65
2021 Q4	$535K	Buy	+19,700	New	+$549K	0.44%	59

Other funds holding AFGR

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

AFP

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

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

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

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

WWM

Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return

TIM

Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return

AAP

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

WEG

World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return

Key Client Fiduciary Advisors's AFGR Position: Q1 2024 in Review

Key Client Fiduciary Advisors sold out of First Trust Active Factor Large Cap Growth ETF (AFGR) in Q1 2024, closing a stake of 18,955 shares — an estimated $455K sold.

Key Client Fiduciary Advisors first reported a position in AFGR in Q4 2021 and held it in 9 quarters. The position peaked at $535K in Q4 2021. 33 funds tracked by Wall St. Rank hold AFGR as of Q1 2024.

Key Client Fiduciary Advisors reported no remaining First Trust Active Factor Large Cap Growth ETF position as of Q1 2024 after selling out during the quarter.
Key Client Fiduciary Advisors sold 18,955 First Trust Active Factor Large Cap Growth ETF shares in Q1 2024, an estimated $455K.
Key Client Fiduciary Advisors first reported a position in First Trust Active Factor Large Cap Growth ETF in Q4 2021 and held it in 9 quarters.
Key Client Fiduciary Advisors's First Trust Active Factor Large Cap Growth ETF position peaked at $535K in Q4 2021.
33 funds tracked by Wall St. Rank held First Trust Active Factor Large Cap Growth ETF as of Q1 2024.

Based on Key Client Fiduciary Advisors's 13F filing for Q1 2024, filed 15 Apr 2024.