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AFGR

First Trust Active Factor Large Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$247K +$38.8K +2,113 +16%
BRWA
27
B. Riley Wealth Advisors
Florida
$243K -$18.3K -999 -6%
KAS
28
Kestra Advisory Services
Texas
$238K +$268K +14,609 New
GIA
29
Gladstone Institutional Advisory
Florida
$179K +$202K +11,029 New
IA
30
IFP Advisors
Florida
$174K +$1.83K +100 +1%
PWMG
31
Provence Wealth Management Group
California
$169K
CG
32
Clarus Group
Texas
$163K -$18.3K -996 -9%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$96K -$1.89M -102,952 -95%
UBS Group
34
UBS Group
Switzerland
$12K +$11.4K +619 +632%
GRP
35
Global Retirement Partners
California
$10K +$459 +25 +5%
CFGS
36
Concourse Financial Group Securities
Alabama
$8K -$9.36K -510 -50%
SPIA
37
Steward Partners Investment Advisory
New York
$4K
SAM
38
Synergy Asset Management
Washington
-$4.47M -263,681 Closed
CA
39
CoreCap Advisors
Michigan
-$796K -46,989 Closed
CWM
40
Concentrum Wealth Management
California
-$598K -35,308 Closed
PAG
41
Private Advisor Group
New Jersey
-$332K -19,595 Closed
AAS
42
Ameritas Advisory Services
Nebraska
-$308K -18,155 Closed
Morgan Stanley
43
Morgan Stanley
New York
-$105K -6,200 Closed
SWM
44
SeaCrest Wealth Management
New York
-$42K -2,506 Closed
BMD
45
Better Money Decisions
New Mexico
-$25K -1,500 Closed