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

LPL Financial’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	$9.75M	Sell	310,970 -55,651	-15%	-$1.86M	﹤0.01%	2016
2025 Q4	$13M	Sell	366,621 -48,649	-12%	-$1.74M	﹤0.01%	1716
2025 Q3	$15M	Buy	415,270 +15,784	+4%	+$549K	﹤0.01%	1559
2025 Q2	$13.4M	Sell	399,486 -153,343	-28%	-$4.57M	﹤0.01%	1515
2025 Q1	$15.1M	Buy	552,829 +2,044	+0.4%	+$62.1K	0.01%	1340
2024 Q4	$16.6M	Buy	550,785 +19,658	+4%	+$589K	0.01%	1192
2024 Q3	$15.1M	Sell	531,127 -85,584	-14%	-$2.36M	0.01%	1197
2024 Q2	$17.4M	Buy	616,711 +25,755	+4%	+$698K	0.01%	1033
2024 Q1	$16.3M	Buy	590,956 +30,098	+5%	+$781K	0.01%	1038
2023 Q4	$13.5M	Buy	560,858 +470,434	+520%	+$10.3M	0.01%	1072
2023 Q3	$1.84M	Sell	90,424 -20,626	-19%	-$442K	﹤0.01%	2369
2023 Q2	$2.4M	Buy	111,050 +34,284	+45%	+$679K	﹤0.01%	2089
2023 Q1	$1.47M	Sell	76,766 -26,187	-25%	-$474K	﹤0.01%	2422
2022 Q4	$1.7M	Sell	102,953 -441,588	-81%	-$7.45M	﹤0.01%	2193
2022 Q3	$8.86M	Buy	544,541 +10,223	+2%	+$188K	0.01%	1024
2022 Q2	$9.05M	Sell	534,318 -38,917	-7%	-$744K	0.01%	1017
2022 Q1	$13.2M	Sell	573,235 -279,288	-33%	-$6.46M	0.01%	851
2021 Q4	$23.2M	Sell	852,523 -83,994	-9%	-$2.34M	0.02%	623
2021 Q3	$25.5M	Buy	936,517 +148,787	+19%	+$4.1M	0.02%	534
2021 Q2	$20.9M	Buy	+787,730	New	+$19.9M	0.02%	580

Other funds holding AFGR

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

KPWS

Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 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

LPL Financial's AFGR Position: Q1 2026 in Review

LPL Financial reduced its First Trust Active Factor Large Cap Growth ETF (AFGR) stake by 15% in Q1 2026, selling an estimated $1.86M and leaving 310,970 shares worth $9.75M. The position accounts for ﹤0.01% of the portfolio, ranked #2016.

LPL Financial first reported a position in AFGR in Q2 2021 and has held it in 20 quarters since. The position peaked at $25.5M in Q3 2021. 33 funds tracked by Wall St. Rank hold AFGR as of Q1 2026.

LPL Financial held 310,970 shares of First Trust Active Factor Large Cap Growth ETF worth $9.75M as of Q1 2026.
LPL Financial sold 55,651 First Trust Active Factor Large Cap Growth ETF shares in Q1 2026, an estimated $1.86M.
First Trust Active Factor Large Cap Growth ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #2016 holding.
LPL Financial first reported a position in First Trust Active Factor Large Cap Growth ETF in Q2 2021 and has held it in 20 quarters since.
LPL Financial's First Trust Active Factor Large Cap Growth ETF position peaked at $25.5M in Q3 2021.
33 funds tracked by Wall St. Rank held First Trust Active Factor Large Cap Growth ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.