LCWP
AFGR

Legacy Capital Wealth Partners’s First Trust Active Factor Large Cap Growth ETF AFGR Stock Holding History

Legacy Capital Wealth Partners’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
2022
Q1 		– Sell
-588,337
Closed -$16M – 61
2021
Q4 		$16M Buy
588,337
+9,345
+2% +$261K 6.6% 6
2021
Q3 		$15.8M Buy
578,992
+211,815
+58% +$5.84M 6.17% 5
2021
Q2 		$9.73M Buy
+367,177
New +$9.27M 5.24% 11

Other funds holding AFGR

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SG
StoneX Group New York $1.86B AUM 21.3% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
CCM
Chiron Capital Management Tallahassee, Florida $111M AUM
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Legacy Capital Wealth Partners's AFGR Position: Q1 2022 in Review

Legacy Capital Wealth Partners sold out of First Trust Active Factor Large Cap Growth ETF (AFGR) in Q1 2022, closing a stake of 588,337 shares — an estimated $16M sold.

Legacy Capital Wealth Partners first reported a position in AFGR in Q2 2021 and held it in 3 quarters. The position peaked at $16M in Q4 2021. 44 funds tracked by Wall St. Rank hold AFGR as of Q1 2022.

  • Legacy Capital Wealth Partners reported no remaining First Trust Active Factor Large Cap Growth ETF position as of Q1 2022 after selling out during the quarter.
  • Legacy Capital Wealth Partners sold 588,337 First Trust Active Factor Large Cap Growth ETF shares in Q1 2022, an estimated $16M.
  • Legacy Capital Wealth Partners first reported a position in First Trust Active Factor Large Cap Growth ETF in Q2 2021 and held it in 3 quarters.
  • Legacy Capital Wealth Partners's First Trust Active Factor Large Cap Growth ETF position peaked at $16M in Q4 2021.
  • 44 funds tracked by Wall St. Rank held First Trust Active Factor Large Cap Growth ETF as of Q1 2022.

Based on Legacy Capital Wealth Partners's 13F filing for Q1 2022, filed 16 May 2022.