ACTION POINT FINANCIAL PLANNING, LLC
Position in AFGR — First Trust Active Factor Large Cap Growth ETF
CIK 2116119
GRAND RAPIDS, MI
Position in AFGR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$538,818
+$288,018 QoQ
Shares Held
14,746
+84.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#13
of 27 holders
Holding Since
Mar 2026
2 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
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $538,818 | 14,746 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $250,800 | 8,000 | Shares | Sole | 2026-05-07 | |
| No filing history on record for this holder in this stock. | ||||||