Gateway Wealth Partners, LLC
Position in AFGR — First Trust Active Factor Large Cap Growth ETF
CIK 1966037
APPLETON, WI
Position in AFGR
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$391,489
-$963,896 QoQ
Shares Held
10,714
-75.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#13
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 | $391,489 | 10,714 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,355,385 | 43,234 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $763,020 | 21,536 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $804,093 | 22,188 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $772,038 | 22,950 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $673,082 | 24,646 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $583,465 | 19,313 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $547,223 | 19,263 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $470,249 | 16,646 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $405,927 | 14,761 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $229,464 | 9,567 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||