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 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

MAI Capital Management's AFGR Position: Q1 2026 in Review

MAI Capital Management reduced its First Trust Active Factor Large Cap Growth ETF (AFGR) stake by 34% in Q1 2026, selling an estimated $22.8K and leaving 1,320 shares worth $41.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2349.

MAI Capital Management first reported a position in AFGR in Q4 2024 and has held it in 6 quarters since. The position peaked at $72.5K in Q3 2025. 33 funds tracked by Wall St. Rank hold AFGR as of Q1 2026.

MAI Capital Management held 1,320 shares of First Trust Active Factor Large Cap Growth ETF worth $41.4K as of Q1 2026.
MAI Capital Management sold 680 First Trust Active Factor Large Cap Growth ETF shares in Q1 2026, an estimated $22.8K.
First Trust Active Factor Large Cap Growth ETF made up ﹤0.01% of MAI Capital Management's portfolio in Q1 2026, its #2349 holding.
MAI Capital Management first reported a position in First Trust Active Factor Large Cap Growth ETF in Q4 2024 and has held it in 6 quarters since.
MAI Capital Management's First Trust Active Factor Large Cap Growth ETF position peaked at $72.5K in Q3 2025.
33 funds tracked by Wall St. Rank held First Trust Active Factor Large Cap Growth ETF as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.