TCFG Wealth Management’s First Trust Active Factor Large Cap Growth ETF AFGR Stock Holding History

TCFG Wealth Management’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 Q1	$873K	Sell	27,860 -92	-0.3%	-$3.08K	0.33%	71
2025 Q4	$990K	Sell	27,952 -1,179	-4%	-$42.2K	0.39%	63
2025 Q3	$1.06M	Sell	29,131 -1	-0%	-$35	0.41%	60
2025 Q2	$980K	Sell	29,132 -1,354	-4%	-$40.3K	0.44%	57
2025 Q1	$833K	Sell	30,486 -103	-0.3%	-$3.13K	0.42%	65
2024 Q4	$924K	Sell	30,589 -1,901	-6%	-$57K	0.47%	60
2024 Q3	$923K	Buy	+32,490	New	+$895K	0.46%	63

Other funds holding AFGR

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

LPL Financial San Diego, California $377B AUM 19.32% 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

AFP

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

GWP

Gateway Wealth Partners Appleton, Wisconsin $2.57B AUM 16.81% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return

APW

Aurora Private Wealth Rockaway, New Jersey $158M AUM

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

TCFG Wealth Management's AFGR Position: Q1 2026 in Review

TCFG Wealth Management reduced its First Trust Active Factor Large Cap Growth ETF (AFGR) stake by 0.33% in Q1 2026, selling an estimated $3.08K and leaving 27,860 shares worth $873K. The position accounts for 0.33% of the portfolio, ranked #71.

TCFG Wealth Management first reported a position in AFGR in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.06M in Q3 2025. 33 funds tracked by Wall St. Rank hold AFGR as of Q1 2026.

TCFG Wealth Management held 27,860 shares of First Trust Active Factor Large Cap Growth ETF worth $873K as of Q1 2026.
TCFG Wealth Management sold 92 First Trust Active Factor Large Cap Growth ETF shares in Q1 2026, an estimated $3.08K.
First Trust Active Factor Large Cap Growth ETF made up 0.33% of TCFG Wealth Management's portfolio in Q1 2026, its #71 holding.
TCFG Wealth Management first reported a position in First Trust Active Factor Large Cap Growth ETF in Q3 2024 and has held it in 7 quarters since.
TCFG Wealth Management's First Trust Active Factor Large Cap Growth ETF position peaked at $1.06M in Q3 2025.
33 funds tracked by Wall St. Rank held First Trust Active Factor Large Cap Growth ETF as of Q1 2026.

Based on TCFG Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.