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Disclosery

AFGR FIRST TR EXCHNG TRADED FD VI

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ACTIVE FACTOR LA (fund)

38 managers (38 13F filers) reported a position in AFGR shares at 2025-06-30, 1,214,060 shares in all. 4 filers opened a position and 1 filer sold out during the quarter.

Managers
38
13F filers
38
New
4
Added
8
Reduced
17
Sold out
1
Shares held by filers
1,214,060

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 LLC399,486$13.4M<0.01%-153,34313F-HRTimeline
Cetera Investment Advisers104,875$3.53M0.01%+4,42813F-HRTimeline
Arax Advisory Partners92,581$3.11M0.14%+19213F-HRTimeline
Ausdal Financial Partners, Inc.87,499$2.94M0.2%-5,84013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC76,841$2.58M<0.01%+53,69613F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.57,207$1.92M<0.01%-93213F-HR/ATimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…34,992$1.18M0.03%+3,44213F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.31,884$1.07M0.05%-35,52213F-HRTimelineGroup
Private Advisor Group, LLC31,757$1.07M0.01%+15,37013F-HRTimeline
Cambridge Investment Research Advisors,…30,605$1.03M<0.01%-3,36613F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC29,132$980K0.44%-1,35413F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.27,315$919K0.02%-4,10013F-HRTimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC26,605$895K0.01%+1,20613F-HRTimelineGroup
Gateway Wealth Partners, LLC22,950$772K0.15%-1,69613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC21,435$721K<0.01%new13F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP20,900$703K<0.01%new13F-HRTimelineGroup
Centric Wealth Management18,225$631K0.15%+67413F-HRTimeline
Hobart Private Capital, LLC13,111$441K0.1%-5,00813F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.11,987$403K<0.01%-92613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.10,578$356K<0.01%+1,62413F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC10,284$346K<0.01%-20,28013F-HRTimelineGroup
Arkadios Wealth Advisors9,891$333K0.01%-3,15213F-HRTimeline
Aurora Private Wealth, Inc.9,715$327K0.24%new13F-HRTimeline
DAVENPORT & Co LLC8,397$282K<0.01%-6613F-HRTimeline
Western Wealth Management, LLC7,075$238K0.01%-1,90013F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.5,000$168K0.52%013F-HRTimeline
Park Square Financial Group, LLC4,100$138K0.1%-45813F-HRTimeline
PRIVATE TRUST CO NA4,059$137K0.01%013F-HRTimeline
MAI Capital Management2,000$67.3K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC1,520$51.1K0.01%013F-HRTimeline
Global Retirement Partners, LLC570$19.2K<0.01%13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY461$15.5K<0.01%013F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…403$13.6K<0.01%new13F-HRTimelineGroup
TOTAL INVESTMENT MANAGEMENT INC285$9.59K<0.01%-56,37613F-HRTimeline
CWM, LLCin group CWM, LLC204$7K<0.01%013F-HRTimelineGroup
UBS Group AGin group UBS Group AG100$3.36K<0.01%-56313F-HRTimelineGroup
NFSG Corp31$1.04K<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.