MOS
AFGR

MGO One Seven’s First Trust Active Factor Large Cap Growth ETF AFGR Stock Holding History

MGO One Seven’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
2021
Q4 		– Sell
-18,100
Closed -$519K – 685
2021
Q3 		$519K Sell
18,100
-8,000
-31% -$220K 0.07% 334
2021
Q2 		$692K Buy
+26,100
New +$659K 0.1% 259

Other funds holding AFGR

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LCWP
Legacy Capital Wealth Partners Little Rock, Arkansas $485M AUM 21.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SG
StoneX Group New York $1.86B AUM 21.3% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

MGO One Seven's AFGR Position: Q4 2021 in Review

MGO One Seven sold out of First Trust Active Factor Large Cap Growth ETF (AFGR) in Q4 2021, closing a stake of 18,100 shares — an estimated $519K sold.

MGO One Seven first reported a position in AFGR in Q2 2021 and held it in 2 quarters. The position peaked at $692K in Q2 2021. 55 funds tracked by Wall St. Rank hold AFGR as of Q4 2021.

  • MGO One Seven reported no remaining First Trust Active Factor Large Cap Growth ETF position as of Q4 2021 after selling out during the quarter.
  • MGO One Seven sold 18,100 First Trust Active Factor Large Cap Growth ETF shares in Q4 2021, an estimated $519K.
  • MGO One Seven first reported a position in First Trust Active Factor Large Cap Growth ETF in Q2 2021 and held it in 2 quarters.
  • MGO One Seven's First Trust Active Factor Large Cap Growth ETF position peaked at $692K in Q2 2021.
  • 55 funds tracked by Wall St. Rank held First Trust Active Factor Large Cap Growth ETF as of Q4 2021.

Based on MGO One Seven's 13F filing for Q4 2021, filed 9 Feb 2022.