Arkadios Wealth Advisors
Position in AFGR — First Trust Active Factor Large Cap Growth ETF
CIK 1800798
ATLANTA, GA
Position in AFGR
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$309,676
+$35,740 QoQ
Shares Held
8,475
-3.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#16
of 27 holders
Holding Since
Jun 2021
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AFGR Over Time
Shares Held
Position Value (USD)
All Filings in AFGR
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $309,676 | 8,475 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $273,936 | 8,738 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $309,587 | 8,738 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $358,448 | 9,891 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $332,732 | 9,891 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $356,204 | 13,043 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $537,091 | 17,778 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $701,961 | 24,710 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $781,677 | 27,670 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $924,577 | 33,621 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $822,325 | 34,285 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $725,116 | 35,613 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $858,750 | 39,711 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $894,347 | 46,849 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $797,076 | 48,255 | Shares | Sole | 2023-01-11 | |
| 2021-09-30 | $14,868 | 546 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $14,474 | 546 | Shares | Sole | 2021-07-28 | |
| No filing history on record for this holder in this stock. | ||||||