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

Western 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 Q2	$233K	Sell	6,390 -4	-0.1%	-$142	0.01%	914
2026 Q1	$200K	Buy	6,394 +4	+0.1%	+$134	0.01%	928
2025 Q4	$226K	Sell	6,390 -105	-2%	-$3.76K	0.01%	763
2025 Q3	$235K	Sell	6,495 -580	-8%	-$20.2K	0.01%	686
2025 Q2	$238K	Sell	7,075 -1,900	-21%	-$56.6K	0.01%	630
2025 Q1	$245K	Sell	8,975 -37,650	-81%	-$1.14M	0.02%	588
2024 Q4	$1.41M	Sell	46,625 -935	-2%	-$28K	0.08%	246
2024 Q3	$1.35M	Sell	47,560 -1,560	-3%	-$43K	0.08%	257
2024 Q2	$1.39M	Sell	49,120 -13,105	-21%	-$355K	0.1%	178
2024 Q1	$1.71M	Buy	62,225 +9,965	+19%	+$259K	0.13%	151
2023 Q4	$1.25M	Buy	52,260 +39,785	+319%	+$868K	0.09%	233
2023 Q3	$254K	Hold	12,475	–	–	0.02%	550
2023 Q2	$270K	Hold	12,475	–	–	0.02%	532
2023 Q1	$238K	Sell	12,475 -300	-2%	-$5.43K	0.02%	561
2022 Q4	$211K	Sell	12,775 -14,055	-52%	-$237K	0.02%	560
2022 Q3	$438K	Sell	26,830 -670	-2%	-$12.3K	0.03%	530
2022 Q2	$467K	Buy	27,500 +1,070	+4%	+$20.4K	0.03%	495
2022 Q1	$610K	Buy	26,430 +12,915	+96%	+$299K	0.03%	470
2021 Q4	$366K	Buy	+13,515	New	+$377K	0.04%	405
2021 Q2	$374K	Buy	+14,140	New	+$357K	0.04%	427

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

Western Wealth Management's AFGR Position: Q2 2026 in Review

Western Wealth Management reduced its First Trust Active Factor Large Cap Growth ETF (AFGR) stake by 0.06% in Q2 2026, selling an estimated $142 and leaving 6,390 shares worth $233K. The position accounts for 0.01% of the portfolio, ranked #914.

Western Wealth Management first reported a position in AFGR in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.71M in Q1 2024. 36 funds tracked by Wall St. Rank hold AFGR as of Q2 2026.

Western Wealth Management held 6,390 shares of First Trust Active Factor Large Cap Growth ETF worth $233K as of Q2 2026.
Western Wealth Management sold 4 First Trust Active Factor Large Cap Growth ETF shares in Q2 2026, an estimated $142.
First Trust Active Factor Large Cap Growth ETF made up 0.01% of Western Wealth Management's portfolio in Q2 2026, its #914 holding.
Western Wealth Management first reported a position in First Trust Active Factor Large Cap Growth ETF in Q2 2021 and has held it in 20 quarters since.
Western Wealth Management's First Trust Active Factor Large Cap Growth ETF position peaked at $1.71M in Q1 2024.
36 funds tracked by Wall St. Rank held First Trust Active Factor Large Cap Growth ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.