Raymond James Financial
AFGR

Raymond James Financial’s First Trust Active Factor Large Cap Growth ETF AFGR Stock Holding History

Raymond James Financial’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 		$896K Buy
28,575
+2,660
+10% +$89.1K ﹤0.01% 3940
2025
Q4 		$918K Sell
25,915
-35
-0.1% -$1.25K ﹤0.01% 3836
2025
Q3 		$940K Buy
25,950
+4,515
+21% +$157K ﹤0.01% 3719
2025
Q2 		$721K Buy
+21,435
New +$638K ﹤0.01% 3778

Other funds holding AFGR

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
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
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
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Raymond James Financial's AFGR Position: Q1 2026 in Review

Raymond James Financial increased its First Trust Active Factor Large Cap Growth ETF (AFGR) stake by 10% in Q1 2026, buying an estimated $89.1K and bringing the position to 28,575 shares worth $896K. The position accounts for ﹤0.01% of the portfolio, ranked #3940.

Raymond James Financial first reported a position in AFGR in Q2 2025 and has held it in 4 quarters since. The position peaked at $940K in Q3 2025. 33 funds tracked by Wall St. Rank hold AFGR as of Q1 2026.

  • Raymond James Financial held 28,575 shares of First Trust Active Factor Large Cap Growth ETF worth $896K as of Q1 2026.
  • Raymond James Financial bought 2,660 First Trust Active Factor Large Cap Growth ETF shares in Q1 2026, an estimated $89.1K.
  • First Trust Active Factor Large Cap Growth ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #3940 holding.
  • Raymond James Financial first reported a position in First Trust Active Factor Large Cap Growth ETF in Q2 2025 and has held it in 4 quarters since.
  • Raymond James Financial's First Trust Active Factor Large Cap Growth ETF position peaked at $940K 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 Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.