Global Retirement Partners, LLC
PensionPosition in AFGR — First Trust Active Factor Large Cap Growth ETF
CIK 1749744
San Rafael, CA
Position in AFGR
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$20,827
+$632 QoQ
Shares Held
570
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#23
of 27 holders
Holding Since
Mar 2022
16 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
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,827 | 570 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $20,195 | 570 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $20,656 | 570 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $19,174 | 570 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $17,220 | 570 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $16,192 | 570 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $16,102 | 570 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $15,675 | 570 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $13,671 | 570 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $11,605 | 570 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $12,326 | 570 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $10,881 | 570 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $9,415 | 570 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $9,271 | 570 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $9,232 | 545 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $12,562 | 545 | Shares | Sole | 2022-07-14 | |
| No filing history on record for this holder in this stock. | ||||||