TIM
AFGR

Total Investment Management’s First Trust Active Factor Large Cap Growth ETF AFGR Stock Holding History

Total Investment 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
2025
Q3 		– Sell
-285
Closed -$9.59K – 553
2025
Q2 		$9.59K Sell
285
-56,376
-99% -$1.68M ﹤0.01% 343
2025
Q1 		$1.55M Sell
56,661
-2,907
-5% -$88.4K 0.2% 20
2024
Q4 		$1.8M Buy
59,568
+1,804
+3% +$54.1K 0.25% 20
2024
Q3 		$1.64M Sell
57,764
-673
-1% -$18.5K 0.18% 24
2024
Q2 		$1.65M Sell
58,437
-1,183
-2% -$32K 0.22% 22
2024
Q1 		$1.64M Buy
59,620
+118
+0.2% +$3.06K 0.21% 22
2023
Q4 		$1.43M Sell
59,502
-529
-0.9% -$11.5K 0.18% 22
2023
Q3 		$1.22M Sell
60,031
-762
-1% -$16.3K 0.18% 21
2023
Q2 		$1.31M Sell
60,793
-296
-0.5% -$5.86K 0.17% 24
2023
Q1 		$1.17M Buy
61,089
+615
+1% +$11.1K 0.22% 21
2022
Q4 		$999K Sell
60,474
-7,862
-12% -$133K 0.24% 20
2022
Q3 		$1.11M Buy
68,336
+3,937
+6% +$72.2K 0.22% 21
2022
Q2 		$1.09M Buy
64,399
+2,280
+4% +$43.6K 0.2% 22
2022
Q1 		$1.43M Sell
62,119
-1,484
-2% -$34.3K 0.27% 18
2021
Q4 		$1.73M Sell
63,603
-2,194
-3% -$61.2K 0.29% 21
2021
Q3 		$1.79M Sell
65,797
-795
-1% -$21.9K 0.45% 18
2021
Q2 		$1.76M Buy
+66,592
New +$1.68M 0.3% 21

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SG
StoneX Group New York $1.86B AUM 21.3% 1-Year Est. Return
TWM
TCFG Wealth Management Laguna Niguel, California $267M AUM 39.78% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return

Total Investment Management's AFGR Position: Q3 2025 in Review

Total Investment Management sold out of First Trust Active Factor Large Cap Growth ETF (AFGR) in Q3 2025, closing a stake of 285 shares — an estimated $9.59K sold.

Total Investment Management first reported a position in AFGR in Q2 2021 and held it in 17 quarters. The position peaked at $1.8M in Q4 2024. 32 funds tracked by Wall St. Rank hold AFGR as of Q3 2025.

  • Total Investment Management reported no remaining First Trust Active Factor Large Cap Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Total Investment Management sold 285 First Trust Active Factor Large Cap Growth ETF shares in Q3 2025, an estimated $9.59K.
  • Total Investment Management first reported a position in First Trust Active Factor Large Cap Growth ETF in Q2 2021 and held it in 17 quarters.
  • Total Investment Management's First Trust Active Factor Large Cap Growth ETF position peaked at $1.8M in Q4 2024.
  • 32 funds tracked by Wall St. Rank held First Trust Active Factor Large Cap Growth ETF as of Q3 2025.

Based on Total Investment Management's 13F filing for Q3 2025, filed 13 Nov 2025.