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 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	0.09%	193
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

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

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

Western Wealth Management increased its First Trust Active Factor Large Cap Growth ETF (AFGR) stake by 0.06% in Q1 2026, buying an estimated $134 and bringing the position to 6,394 shares worth $200K. The position accounts for 0.01% of the portfolio, ranked #928.

Western Wealth Management first reported a position in AFGR in Q2 2021 and has held it in 19 quarters since. The position peaked at $1.71M in Q1 2024. 33 funds tracked by Wall St. Rank hold AFGR as of Q1 2026.

Western Wealth Management held 6,394 shares of First Trust Active Factor Large Cap Growth ETF worth $200K as of Q1 2026.
Western Wealth Management bought 4 First Trust Active Factor Large Cap Growth ETF shares in Q1 2026, an estimated $134.
First Trust Active Factor Large Cap Growth ETF made up 0.01% of Western Wealth Management's portfolio in Q1 2026, its #928 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 19 quarters since.
Western Wealth Management's First Trust Active Factor Large Cap Growth ETF position peaked at $1.71M in Q1 2024.
33 funds tracked by Wall St. Rank held First Trust Active Factor Large Cap Growth ETF as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.