LPL Financial LLC
Position in AFGR — First Trust Active Factor Large Cap Growth ETF
CIK 1403438
FORT MILL, SC
Position in AFGR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$10,386,823
+$637,914 QoQ
Shares Held
284,259
-8.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#3
of 27 holders
Holding Since
Jun 2021
21 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
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,386,823 | 284,259 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $9,748,909 | 310,970 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $12,989,382 | 366,621 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $15,049,384 | 415,270 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $13,438,709 | 399,486 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $15,097,759 | 552,829 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $16,639,765 | 550,785 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $15,088,255 | 531,127 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $17,422,085 | 616,711 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $16,251,290 | 590,956 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $13,452,179 | 560,858 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,841,123 | 90,424 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,401,456 | 111,050 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,465,462 | 76,766 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,700,577 | 102,953 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $8,857,503 | 544,541 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $9,051,346 | 534,318 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $13,213,066 | 573,235 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $23,154,524 | 852,523 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $25,503,230 | 936,517 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $20,882,722 | 787,730 | Shares | Sole | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||