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 Q2	$10.4M	Sell	284,259 -26,711	-9%	-$947K	﹤0.01%	2107
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

KFS

Kirkwood Financial Services San Antonio, Texas $350M AUM

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AAP

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

AFP

Ausdal Financial Partners Davenport, Iowa $2.56B AUM 27.42% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial's AFGR Position: Q2 2026 in Review

LPL Financial reduced its First Trust Active Factor Large Cap Growth ETF (AFGR) stake by 8.6% in Q2 2026, selling an estimated $947K and leaving 284,259 shares worth $10.4M. The position accounts for ﹤0.01% of the portfolio, ranked #2107.

LPL Financial first reported a position in AFGR in Q2 2021 and has held it in 21 quarters since. The position peaked at $25.5M in Q3 2021. 36 funds tracked by Wall St. Rank hold AFGR as of Q2 2026.

LPL Financial held 284,259 shares of First Trust Active Factor Large Cap Growth ETF worth $10.4M as of Q2 2026.
LPL Financial sold 26,711 First Trust Active Factor Large Cap Growth ETF shares in Q2 2026, an estimated $947K.
First Trust Active Factor Large Cap Growth ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2107 holding.
LPL Financial first reported a position in First Trust Active Factor Large Cap Growth ETF in Q2 2021 and has held it in 21 quarters since.
LPL Financial's First Trust Active Factor Large Cap Growth ETF position peaked at $25.5M in Q3 2021.
36 funds tracked by Wall St. Rank held First Trust Active Factor Large Cap Growth ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.