MAFM
AFGR

Mid Atlantic Financial Management’s First Trust Active Factor Large Cap Growth ETF AFGR Stock Holding History

Mid Atlantic Financial 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
2021
Q3 		$362K Buy
+13,300
New +$367K 0.02% 577

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
SG
StoneX Group New York $1.86B AUM 21.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
NFG
Next Financial Group Houston, Texas $1.52B AUM 20.14% 1-Year Est. Return

Mid Atlantic Financial Management's AFGR Position: Q3 2021 in Review

Mid Atlantic Financial Management opened a new position in First Trust Active Factor Large Cap Growth ETF (AFGR) in Q3 2021: 13,300 shares worth $362K. The stake represents 0.02% of the portfolio and ranks #577 among its holdings.

48 funds tracked by Wall St. Rank hold AFGR as of Q3 2021.

  • Mid Atlantic Financial Management held 13,300 shares of First Trust Active Factor Large Cap Growth ETF worth $362K as of Q3 2021.
  • First Trust Active Factor Large Cap Growth ETF was a new Mid Atlantic Financial Management position in Q3 2021.
  • First Trust Active Factor Large Cap Growth ETF made up 0.02% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #577 holding.
  • 48 funds tracked by Wall St. Rank held First Trust Active Factor Large Cap Growth ETF as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.