Centric Wealth Management
Position in AFGR — First Trust Active Factor Large Cap Growth ETF
CIK 1752761
CHICAGO, IL
Position in AFGR
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$330,613
+$46,959 QoQ
Shares Held
9,048
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#14
of 26 holders
Holding Since
Dec 2023
11 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
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $330,613 | 9,048 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $283,654 | 9,048 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $551,857 | 15,576 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $654,784 | 18,068 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $613,089 | 18,225 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $479,317 | 17,551 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $452,923 | 14,992 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $314,789 | 11,081 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $299,873 | 10,615 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $278,107 | 10,113 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $220,781 | 9,205 | Shares | Sole | 2024-02-06 | |
| No filing history on record for this holder in this stock. | ||||||