Steward Partners Investment Advisory’s First Trust Active Factor Large Cap Growth ETF AFGR Stock Holding History

Steward Partners Investment Advisory’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 Q4	–	Sell	-247	Closed	-$7.02K	–	4043
2024 Q3	$7.02K	Hold	247	–	–	﹤0.01%	3082
2024 Q2	$6.98K	Hold	247	–	–	﹤0.01%	2934
2024 Q1	$6.79K	Hold	247	–	–	﹤0.01%	2953
2023 Q4	$5.92K	Hold	247	–	–	﹤0.01%	2901
2023 Q3	$5.03K	Hold	247	–	–	﹤0.01%	2826
2023 Q2	$5.34K	Hold	247	–	–	﹤0.01%	2772
2023 Q1	$4.71K	Hold	247	–	–	﹤0.01%	2805
2022 Q4	$4.08K	Hold	247	–	–	﹤0.01%	2837
2022 Q3	$4K	Hold	247	–	–	﹤0.01%	2864
2022 Q2	$4K	Hold	247	–	–	﹤0.01%	2845
2022 Q1	$6K	Hold	247	–	–	﹤0.01%	2831
2021 Q4	$7K	Buy	+247	New	+$6.89K	﹤0.01%	2730

Other funds holding AFGR

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

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

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

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

TIM

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

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

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

Steward Partners Investment Advisory's AFGR Position: Q4 2024 in Review

Steward Partners Investment Advisory sold out of First Trust Active Factor Large Cap Growth ETF (AFGR) in Q4 2024, closing a stake of 247 shares — an estimated $7.02K sold.

Steward Partners Investment Advisory first reported a position in AFGR in Q4 2021 and held it in 12 quarters. The position peaked at $7.02K in Q3 2024. 34 funds tracked by Wall St. Rank hold AFGR as of Q4 2024.

Steward Partners Investment Advisory reported no remaining First Trust Active Factor Large Cap Growth ETF position as of Q4 2024 after selling out during the quarter.
Steward Partners Investment Advisory sold 247 First Trust Active Factor Large Cap Growth ETF shares in Q4 2024, an estimated $7.02K.
Steward Partners Investment Advisory first reported a position in First Trust Active Factor Large Cap Growth ETF in Q4 2021 and held it in 12 quarters.
Steward Partners Investment Advisory's First Trust Active Factor Large Cap Growth ETF position peaked at $7.02K in Q3 2024.
34 funds tracked by Wall St. Rank held First Trust Active Factor Large Cap Growth ETF as of Q4 2024.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2024, filed 6 Feb 2025.