SI
AFGR

Stephens Inc’s First Trust Active Factor Large Cap Growth ETF AFGR Stock Holding History

Stephens Inc’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
Q1 		– Sell
-9,200
Closed -$250K – 1366
2021
Q4 		$250K Hold
9,200
– – ﹤0.01% 1122
2021
Q3 		$251K Hold
9,200
– – ﹤0.01% 1122
2021
Q2 		$244K Buy
+9,200
New +$232K ﹤0.01% 1126

Other funds holding AFGR

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SG
StoneX Group New York $1.86B AUM 21.3% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 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
CCM
Chiron Capital Management Tallahassee, Florida $111M AUM
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Stephens Inc's AFGR Position: Q1 2022 in Review

Stephens Inc sold out of First Trust Active Factor Large Cap Growth ETF (AFGR) in Q1 2022, closing a stake of 9,200 shares — an estimated $250K sold.

Stephens Inc first reported a position in AFGR in Q2 2021 and held it in 3 quarters. The position peaked at $251K in Q3 2021. 44 funds tracked by Wall St. Rank hold AFGR as of Q1 2022.

  • Stephens Inc reported no remaining First Trust Active Factor Large Cap Growth ETF position as of Q1 2022 after selling out during the quarter.
  • Stephens Inc sold 9,200 First Trust Active Factor Large Cap Growth ETF shares in Q1 2022, an estimated $250K.
  • Stephens Inc first reported a position in First Trust Active Factor Large Cap Growth ETF in Q2 2021 and held it in 3 quarters.
  • Stephens Inc's First Trust Active Factor Large Cap Growth ETF position peaked at $251K in Q3 2021.
  • 44 funds tracked by Wall St. Rank held First Trust Active Factor Large Cap Growth ETF as of Q1 2022.

Based on Stephens Inc's 13F filing for Q1 2022, filed 4 May 2022.