SIS
AFGR

Sound Income Strategies’s First Trust Active Factor Large Cap Growth ETF AFGR Stock Holding History

Sound Income Strategies’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
2024
Q1 		– Sell
-671
Closed -$16.1K – 1412
2023
Q4 		$16.1K Buy
+671
New +$14.6K ﹤0.01% 633

Other funds holding AFGR

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WWM
Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return

Sound Income Strategies's AFGR Position: Q1 2024 in Review

Sound Income Strategies sold out of First Trust Active Factor Large Cap Growth ETF (AFGR) in Q1 2024, closing a stake of 671 shares — an estimated $16.1K sold.

Sound Income Strategies first reported a position in AFGR in Q4 2023 and held it in 1 quarter. The position peaked at $16.1K in Q4 2023. 33 funds tracked by Wall St. Rank hold AFGR as of Q1 2024.

  • Sound Income Strategies reported no remaining First Trust Active Factor Large Cap Growth ETF position as of Q1 2024 after selling out during the quarter.
  • Sound Income Strategies sold 671 First Trust Active Factor Large Cap Growth ETF shares in Q1 2024, an estimated $16.1K.
  • Sound Income Strategies first reported a position in First Trust Active Factor Large Cap Growth ETF in Q4 2023 and held it in 1 quarter.
  • Sound Income Strategies's First Trust Active Factor Large Cap Growth ETF position peaked at $16.1K in Q4 2023.
  • 33 funds tracked by Wall St. Rank held First Trust Active Factor Large Cap Growth ETF as of Q1 2024.

Based on Sound Income Strategies's 13F filing for Q1 2024, filed 15 Apr 2024.