MAI Capital Management’s First Trust Active Factor Large Cap Growth ETF AFGR Stock Holding History

MAI Capital Management’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	–	Sell	-1,320	Closed	-$41.4K	–	3679
2026 Q1	$41.4K	Sell	1,320 -680	-34%	-$22.8K	﹤0.01%	2349
2025 Q4	$70.9K	Hold	2,000	–	–	﹤0.01%	1822
2025 Q3	$72.5K	Hold	2,000	–	–	﹤0.01%	1725
2025 Q2	$67.3K	Hold	2,000	–	–	﹤0.01%	1690
2025 Q1	$54.6K	Hold	2,000	–	–	﹤0.01%	1696
2024 Q4	$60.4K	Buy	+2,000	New	+$60K	﹤0.01%	1669

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

LPL Financial San Diego, California $445B AUM 25.58% 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

MAI Capital Management's AFGR Position: Q2 2026 in Review

MAI Capital Management sold out of First Trust Active Factor Large Cap Growth ETF (AFGR) in Q2 2026, closing a stake of 1,320 shares — an estimated $41.4K sold.

MAI Capital Management first reported a position in AFGR in Q4 2024 and held it in 6 quarters. The position peaked at $72.5K in Q3 2025. 36 funds tracked by Wall St. Rank hold AFGR as of Q2 2026.

MAI Capital Management reported no remaining First Trust Active Factor Large Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
MAI Capital Management sold 1,320 First Trust Active Factor Large Cap Growth ETF shares in Q2 2026, an estimated $41.4K.
MAI Capital Management first reported a position in First Trust Active Factor Large Cap Growth ETF in Q4 2024 and held it in 6 quarters.
MAI Capital Management's First Trust Active Factor Large Cap Growth ETF position peaked at $72.5K in Q3 2025.
36 funds tracked by Wall St. Rank held First Trust Active Factor Large Cap Growth ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.