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Disclosery

AFGR FIRST TR EXCHNG TRADED FD VI

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ACTIVE FACTOR LA (fund)

35 managers (35 13F filers) reported a position in AFGR shares at 2024-12-31, 1,427,690 shares in all. 5 filers opened a position and 4 filers sold out during the quarter.

Managers
35
13F filers
35
New
5
Added
11
Reduced
11
Sold out
4
Shares held by filers
1,427,690

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
LPL Financial LLC550,785$16.6M0.01%+19,65813F-HRTimeline
Ausdal Financial Partners, Inc.98,967$2.99M0.26%-9,97413F-HRTimeline
Cetera Investment Advisers95,601$2.89M0.01%+17,63713F-HRTimeline
Arax Advisory Partners91,909$2.78M0.17%+2,34813F-HRTimeline
HARBOUR INVESTMENTS, INC.75,078$2.27M0.07%+21,24613F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.67,356$2.03M0.11%013F-HR/ATimelineGroup
TOTAL INVESTMENT MANAGEMENT INC59,568$1.8M0.25%+1,80413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.53,070$1.6M<0.01%-58,94813F-HR/ATimelineGroup
Western Wealth Management, LLC46,625$1.41M0.09%-93513F-HR/ATimeline
Cambridge Investment Research Advisors,…38,658$1.17M<0.01%-7,76113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC37,851$1.14M<0.01%new13F-HRTimelineGroup
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC30,589$924K0.47%-1,90113F-HRTimelineGroup
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC22,123$668K0.01%+4113F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC20,993$634K<0.01%+6,42613F-HRTimelineGroup
Gateway Wealth Partners, LLC19,313$583K0.15%+5013F-HRTimeline
Arkadios Wealth Advisors17,778$537K0.03%-6,93213F-HRTimeline
Private Advisor Group, LLC17,249$521K<0.01%-25913F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.16,062$485K<0.01%-2,52713F-HRTimeline
Hobart Private Capital, LLC15,028$454K0.11%+5,98113F-HRTimeline
Centric Wealth Management14,992$453K0.12%+3,91113F-HRTimeline
DAVENPORT & Co LLC9,173$277K<0.01%-2,46813F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.7,814$236K<0.01%new13F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…7,320$221K<0.01%-7,45213F-HRTimelineGroup
Park Square Financial Group, LLC4,558$138K0.1%13F-HRTimeline
PRIVATE TRUST CO NA4,358$132K0.01%013F-HRTimeline
MAI Capital Management2,000$60.4K<0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG860$26K<0.01%new13F-HRTimelineGroup
Global Retirement Partners, LLC570$17.2K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY461$13.9K<0.01%+12013F-HR/ATimelineGroup
Davis Capital Management430$13K0.01%013F-HRTimeline
Caitlin John, LLC313$9.46K0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC204$6K<0.01%-77813F-HRTimelineGroup
NFSG Corp31$937<0.01%013F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC3$85<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.