UBS Group
AFGR

UBS Group’s First Trust Active Factor Large Cap Growth ETF AFGR Stock Holding History

UBS Group’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 		– Sell
-18
Closed -$638 – 10919
2025
Q4 		$638 Buy
+18
New +$645 ﹤0.01% 9864
2025
Q3 		– Sell
-100
Closed -$3.36K – 10699
2025
Q2 		$3.36K Sell
100
-563
-85% -$16.8K ﹤0.01% 9363
2025
Q1 		$18.1K Sell
663
-197
-23% -$5.99K ﹤0.01% 8301
2024
Q4 		$26K Buy
+860
New +$25.8K ﹤0.01% 7716
2024
Q3 		– Sell
-719
Closed -$20.3K – 9859
2024
Q2 		$20.3K Buy
+719
New +$19.5K ﹤0.01% 7296
2023
Q4 		– Sell
-3,105
Closed -$63.2K – 9681
2023
Q3 		$63.2K Buy
3,105
+678
+28% +$14.5K ﹤0.01% 6144
2023
Q2 		$52.5K Buy
2,427
+1,653
+214% +$32.7K ﹤0.01% 6450
2023
Q1 		$14.8K Sell
774
-7,516
-91% -$136K ﹤0.01% 7322
2022
Q4 		$137K Buy
8,290
+7,573
+1,056% +$128K ﹤0.01% 5802
2022
Q3 		$12K Buy
717
+619
+632% +$11.4K ﹤0.01% 8168
2022
Q2 		$2K Sell
98
-2,837
-97% -$54.2K ﹤0.01% 9587
2022
Q1 		$68K Sell
2,935
-1,409
-32% -$32.6K ﹤0.01% 6200
2021
Q4 		$118K Buy
4,344
+4,343
+434,300% +$121K ﹤0.01% 6148
2021
Q3 		$0 Buy
+1
New +$28 ﹤0.01% 9863
2020
Q4 		– Sell
-26
Closed -$1K – 8605
2020
Q3 		$1K Buy
+26
New +$539 ﹤0.01% 7807

Other funds holding AFGR

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
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
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
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

UBS Group's AFGR Position: Q1 2026 in Review

UBS Group sold out of First Trust Active Factor Large Cap Growth ETF (AFGR) in Q1 2026, closing a stake of 18 shares — an estimated $638 sold.

UBS Group first reported a position in AFGR in Q3 2020 and held it in 15 quarters. The position peaked at $137K in Q4 2022. 33 funds tracked by Wall St. Rank hold AFGR as of Q1 2026.

  • UBS Group reported no remaining First Trust Active Factor Large Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
  • UBS Group sold 18 First Trust Active Factor Large Cap Growth ETF shares in Q1 2026, an estimated $638.
  • UBS Group first reported a position in First Trust Active Factor Large Cap Growth ETF in Q3 2020 and held it in 15 quarters.
  • UBS Group's First Trust Active Factor Large Cap Growth ETF position peaked at $137K in Q4 2022.
  • 33 funds tracked by Wall St. Rank held First Trust Active Factor Large Cap Growth ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.