NFG
AFGR

Next Financial Group’s First Trust Active Factor Large Cap Growth ETF AFGR Stock Holding History

Next Financial Group’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 		$696K Sell
25,610
-65,346
-72% -$1.82M 0.05% 417
2021
Q3 		$2.48M Sell
90,956
-21,905
-19% -$604K 0.19% 118
2021
Q2 		$2.99M Buy
+112,861
New +$2.85M 0.24% 89

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

Next Financial Group's AFGR Position: Q4 2021 in Review

Next Financial Group reduced its First Trust Active Factor Large Cap Growth ETF (AFGR) stake by 72% in Q4 2021, selling an estimated $1.82M and leaving 25,610 shares worth $696K. The position accounts for 0.05% of the portfolio, ranked #417.

Next Financial Group first reported a position in AFGR in Q2 2021 and has held it in 3 quarters since. The position peaked at $2.99M in Q2 2021. 55 funds tracked by Wall St. Rank hold AFGR as of Q4 2021.

  • Next Financial Group held 25,610 shares of First Trust Active Factor Large Cap Growth ETF worth $696K as of Q4 2021.
  • Next Financial Group sold 65,346 First Trust Active Factor Large Cap Growth ETF shares in Q4 2021, an estimated $1.82M.
  • First Trust Active Factor Large Cap Growth ETF made up 0.05% of Next Financial Group's portfolio in Q4 2021, its #417 holding.
  • Next Financial Group first reported a position in First Trust Active Factor Large Cap Growth ETF in Q2 2021 and has held it in 3 quarters since.
  • Next Financial Group's First Trust Active Factor Large Cap Growth ETF position peaked at $2.99M 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 Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.