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
2026 Q3	$2.59M	Buy	+68,323	New	+$2.53M	0.07%	296
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

Stenger Family Office Naperville, Illinois $728M AUM 21.16% 1-Year Est. Return

TCFG Investment Advisors Laguna Niguel, California $293M AUM

APW

Aurora Private Wealth Rockaway, New Jersey $159M AUM 18.68% 1-Year Est. Return

Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return

Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return

Sigma Planning Corp's AFGR Position: Q3 2026 in Review

Sigma Planning Corp opened a new position in First Trust Active Factor Large Cap Growth ETF (AFGR) in Q3 2026: 68,323 shares worth $2.59M. The stake represents 0.07% of the portfolio and ranks #296 among its holdings. This is a return to the name: Sigma Planning Corp previously reported a position in AFGR as recently as Q3 2022.

Sigma Planning Corp first reported a position in AFGR in Q2 2021 and has held it in 7 quarters since. 7 funds tracked by Wall St. Rank hold AFGR as of Q3 2026.

Sigma Planning Corp held 68,323 shares of First Trust Active Factor Large Cap Growth ETF worth $2.59M as of Q3 2026.
First Trust Active Factor Large Cap Growth ETF was a new Sigma Planning Corp position in Q3 2026.
First Trust Active Factor Large Cap Growth ETF made up 0.07% of Sigma Planning Corp's portfolio in Q3 2026, its #296 holding.
Sigma Planning Corp first reported a position in First Trust Active Factor Large Cap Growth ETF in Q2 2021 and has held it in 7 quarters since.
7 funds tracked by Wall St. Rank held First Trust Active Factor Large Cap Growth ETF as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.