LFG
AFGR

Larson Financial Group’s First Trust Active Factor Large Cap Growth ETF AFGR Stock Holding History

Larson Financial Group’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
Q2 		– Sell
-7
Closed -$193 – 2472
2024
Q1 		$193 Hold
7
– – ﹤0.01% 1641
2023
Q4 		$168 Hold
7
– – ﹤0.01% 1665
2023
Q3 		$143 Hold
7
– – ﹤0.01% 1646
2023
Q2 		$151 Buy
+7
New +$139 ﹤0.01% 1507

Other funds holding AFGR

LPL Financial
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WWM
Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Larson Financial Group's AFGR Position: Q2 2024 in Review

Larson Financial Group sold out of First Trust Active Factor Large Cap Growth ETF (AFGR) in Q2 2024, closing a stake of 7 shares — an estimated $193 sold.

Larson Financial Group first reported a position in AFGR in Q2 2023 and held it in 4 quarters. The position peaked at $193 in Q1 2024. 33 funds tracked by Wall St. Rank hold AFGR as of Q2 2024.

  • Larson Financial Group reported no remaining First Trust Active Factor Large Cap Growth ETF position as of Q2 2024 after selling out during the quarter.
  • Larson Financial Group sold 7 First Trust Active Factor Large Cap Growth ETF shares in Q2 2024, an estimated $193.
  • Larson Financial Group first reported a position in First Trust Active Factor Large Cap Growth ETF in Q2 2023 and held it in 4 quarters.
  • Larson Financial Group's First Trust Active Factor Large Cap Growth ETF position peaked at $193 in Q1 2024.
  • 33 funds tracked by Wall St. Rank held First Trust Active Factor Large Cap Growth ETF as of Q2 2024.

Based on Larson Financial Group's 13F filing for Q2 2024, filed 2 Aug 2024.