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 Q2	$33.5K	Buy	+917	New	+$32.5K	﹤0.01%	7814
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

KFS

Kirkwood Financial Services San Antonio, Texas $350M AUM

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AAP

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

AFP

Ausdal Financial Partners Davenport, Iowa $2.56B AUM 27.42% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

UBS Group's AFGR Position: Q2 2026 in Review

UBS Group opened a new position in First Trust Active Factor Large Cap Growth ETF (AFGR) in Q2 2026: 917 shares worth $33.5K. The stake represents ﹤0.01% of the portfolio and ranks #7814 among its holdings. This is a return to the name: UBS Group previously reported a position in AFGR as recently as Q4 2025.

UBS Group first reported a position in AFGR in Q3 2020 and has held it in 16 quarters since. The position peaked at $137K in Q4 2022. 36 funds tracked by Wall St. Rank hold AFGR as of Q2 2026.

UBS Group held 917 shares of First Trust Active Factor Large Cap Growth ETF worth $33.5K as of Q2 2026.
First Trust Active Factor Large Cap Growth ETF was a new UBS Group position in Q2 2026.
First Trust Active Factor Large Cap Growth ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #7814 holding.
UBS Group first reported a position in First Trust Active Factor Large Cap Growth ETF in Q3 2020 and has held it in 16 quarters since.
UBS Group's First Trust Active Factor Large Cap Growth ETF position peaked at $137K in Q4 2022.
36 funds tracked by Wall St. Rank held First Trust Active Factor Large Cap Growth ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.