WEG
AFGR

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

World Equity 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
2024
Q2 		– Sell
-50,716
Closed -$1.39M – 301
2024
Q1 		$1.39M Buy
+50,716
New +$1.32M 0.29% 93

Other funds holding AFGR

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WWM
Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

World Equity Group's AFGR Position: Q2 2024 in Review

World Equity Group sold out of First Trust Active Factor Large Cap Growth ETF (AFGR) in Q2 2024, closing a stake of 50,716 shares — an estimated $1.39M sold.

World Equity Group first reported a position in AFGR in Q1 2024 and held it in 1 quarter. The position peaked at $1.39M in Q1 2024. 33 funds tracked by Wall St. Rank hold AFGR as of Q2 2024.

  • World Equity Group reported no remaining First Trust Active Factor Large Cap Growth ETF position as of Q2 2024 after selling out during the quarter.
  • World Equity Group sold 50,716 First Trust Active Factor Large Cap Growth ETF shares in Q2 2024, an estimated $1.39M.
  • World Equity Group first reported a position in First Trust Active Factor Large Cap Growth ETF in Q1 2024 and held it in 1 quarter.
  • World Equity Group's First Trust Active Factor Large Cap Growth ETF position peaked at $1.39M in Q1 2024.
  • 33 funds tracked by Wall St. Rank held First Trust Active Factor Large Cap Growth ETF as of Q2 2024.

Based on World Equity Group's 13F filing for Q2 2024, filed 18 Jul 2024.