TCFG WEALTH MANAGEMENT, LLC
Position in AFGR — First Trust Active Factor Large Cap Growth ETF
CIK 1548059
LAGUNA NIGUEL, CA
Position in AFGR
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$873,411
-$116,928 QoQ
Shares Held
27,860
-0.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AFGR Over Time
Shares Held
Position Value (USD)
All Filings in AFGR
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $873,411 | 27,860 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $990,339 | 27,952 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,055,707 | 29,131 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $980,000 | 29,132 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $832,572 | 30,486 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $924,124 | 30,589 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $922,975 | 32,490 | Shares | Sole | 2024-10-15 | |
| No filing history on record for this holder in this stock. | ||||||