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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 2025-03-31, 1,401,023 shares in all. 3 filers opened a position and 2 filers sold out during the quarter.

Managers
35
13F filers
35
New
3
Added
12
Reduced
13
Sold out
2
Shares held by filers
1,401,023

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 LLC552,829$15.1M0.01%+2,04413F-HRTimeline
Cetera Investment Advisers100,447$2.74M0.01%+4,84613F-HRTimeline
Ausdal Financial Partners, Inc.93,339$2.55M0.19%-5,62813F-HRTimeline
Arax Advisory Partners92,389$2.52M0.16%+48013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.67,406$1.84M0.1%+5013F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.58,139$1.59M<0.01%+5,06913F-HRTimelineGroup
TOTAL INVESTMENT MANAGEMENT INC56,661$1.55M0.2%-2,90713F-HRTimeline
Cambridge Investment Research Advisors,…33,971$928K<0.01%-4,68713F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…31,550$862K0.03%+24,23013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.31,415$858K0.02%-43,66313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC30,564$835K<0.01%-7,28713F-HRTimelineGroup
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC30,486$833K0.42%-10313F-HRTimelineGroup
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC25,399$694K0.01%+3,27613F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…25,306$691K<0.01%new13F-HRTimelineGroup
Gateway Wealth Partners, LLC24,646$673K0.15%+5,33313F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC23,145$632K<0.01%+2,15213F-HR/ATimelineGroup
Hobart Private Capital, LLC18,119$495K0.12%+3,09113F-HRTimeline
Centric Wealth Management17,551$479K0.13%+2,55913F-HRTimeline
Private Advisor Group, LLC16,387$448K<0.01%-86213F-HRTimeline
Arkadios Wealth Advisors13,043$356K0.01%-4,73513F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.12,913$353K<0.01%-3,14913F-HRTimeline
Western Wealth Management, LLC8,975$245K0.02%-37,65013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.8,954$245K<0.01%+1,14013F-HRTimelineGroup
DAVENPORT & Co LLC8,463$231K<0.01%-71013F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.5,000$137K0.47%new13F-HRTimeline
Park Square Financial Group, LLC4,558$124K0.1%013F-HRTimeline
PRIVATE TRUST CO NA4,059$111K0.01%-29913F-HRTimeline
MAI Capital Management2,000$54.6K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC1,520$41.5K0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG663$18.1K<0.01%-19713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY461$12.6K<0.01%013F-HRTimelineGroup
Davis Capital Management430$11.7K0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC204$6K<0.01%013F-HRTimelineGroup
NFSG Corp31$847<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.