Sigma Planning Corp’s First Trust Active Factor Large Cap Growth ETF AFGR Stock Holding History

Sigma Planning Corp’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
2022 Q4	–	Sell	-126,347	Closed	-$2.06M	–	1311
2022 Q3	$2.06M	Buy	126,347 +35,690	+39%	+$655K	0.08%	248
2022 Q2	$1.54M	Buy	90,657 +12,487	+16%	+$239K	0.05%	328
2022 Q1	$1.8M	Buy	78,170 +8,167	+12%	+$189K	0.05%	342
2021 Q4	$1.9M	Sell	70,003 -12,149	-15%	-$339K	0.05%	332
2021 Q3	$2.24M	Buy	82,152 +6,731	+9%	+$186K	0.07%	300
2021 Q2	$2M	Buy	+75,421	New	+$1.9M	0.06%	330

Other funds holding AFGR

AFP

Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return

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

StoneX Group New York $1.86B AUM 21.3% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

TIM

Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return

Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return

Sigma Planning Corp's AFGR Position: Q4 2022 in Review

Sigma Planning Corp sold out of First Trust Active Factor Large Cap Growth ETF (AFGR) in Q4 2022, closing a stake of 126,347 shares — an estimated $2.06M sold.

Sigma Planning Corp first reported a position in AFGR in Q2 2021 and held it in 6 quarters. The position peaked at $2.24M in Q3 2021. 36 funds tracked by Wall St. Rank hold AFGR as of Q4 2022.

Sigma Planning Corp reported no remaining First Trust Active Factor Large Cap Growth ETF position as of Q4 2022 after selling out during the quarter.
Sigma Planning Corp sold 126,347 First Trust Active Factor Large Cap Growth ETF shares in Q4 2022, an estimated $2.06M.
Sigma Planning Corp first reported a position in First Trust Active Factor Large Cap Growth ETF in Q2 2021 and held it in 6 quarters.
Sigma Planning Corp's First Trust Active Factor Large Cap Growth ETF position peaked at $2.24M in Q3 2021.
36 funds tracked by Wall St. Rank held First Trust Active Factor Large Cap Growth ETF as of Q4 2022.

Based on Sigma Planning Corp's 13F filing for Q4 2022, filed 24 Jan 2023.