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Disclosery

AFGR FIRST TR EXCHNG TRADED FD VI

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ACTIVE FACTOR LA (fund)

37 managers (37 13F filers) reported a position in AFGR shares at 2025-12-31, 1,806,748 shares in all. 3 filers opened a position and 1 filer sold out during the quarter.

Managers
37
13F filers
37
New
3
Added
8
Reduced
15
Sold out
1
Shares held by filers
1,806,748

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.374,624$13.3M0.02%+12,48213F-HRTimelineGroup
LPL Financial LLC366,621$13M<0.01%-48,64913F-HRTimeline
Kirkwood Financial Services307,441$10.9M3.82%+23,83813F-HRTimeline
Cetera Investment Advisers109,111$3.87M<0.01%-4,41013F-HRTimeline
Arax Advisory Partners92,331$3.27M0.1%new13F-HRTimeline
Ausdal Financial Partners, Inc.74,159$2.63M0.12%-4,65513F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC44,650$1.58M<0.01%+23,32713F-HR/ATimelineGroup
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC42,876$1.52M0.02%+15,39113F-HRTimelineGroup
Aurora Private Wealth, Inc.41,955$1.49M0.98%13F-HRTimeline
Cambridge Investment Research Advisors,…38,051$1.35M<0.01%+4,03113F-HRTimeline
Private Advisor Group, LLC33,287$1.18M0.01%-39513F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.31,945$1.13M0.05%-12413F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC31,890$1.13M<0.01%-1,35913F-HRTimelineGroup
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC27,952$990K0.39%-1,17913F-HRTimelineGroup
Hobart Private Capital, LLC27,798$985K0.19%+14,60613F-HRTimeline
HARBOUR INVESTMENTS, INC.27,656$980K0.02%+99713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC25,915$918K<0.01%-3513F-HRTimelineGroup
Gateway Wealth Partners, LLC21,536$763K0.08%-65213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.19,444$689K<0.01%+2,39513F-HRTimelineGroup
Centric Wealth Management15,576$536K0.11%-2,49213F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP14,000$496K<0.01%-10,50013F-HRTimelineGroup
Arkadios Wealth Advisors8,738$310K0.01%-1,15313F-HRTimeline
DAVENPORT & Co LLC7,352$260K<0.01%-80613F-HRTimeline
Western Wealth Management, LLC6,390$226K0.01%-10513F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.5,000$177K0.5%013F-HRTimeline
PRIVATE TRUST CO NA3,800$135K0.01%-25913F-HRTimeline
MAI Capital Management2,000$70.9K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC1,520$53.9K0.05%013F-HRTimeline
Keating Financial Advisory Services, In…1,067$37.8K0.01%13F-HRTimeline
Global Retirement Partners, LLC570$20.2K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…500$17.7K<0.01%new13F-HRTimeline
Davis Capital Management430$15.2K0.01%013F-HRTimeline
Caitlin John, LLC313$11.1K0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY197$6.98K<0.01%013F-HR/ATimelineGroup
NFSG Corp31$1.1K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG18$638<0.01%new13F-HRTimelineGroup
CWM, LLCin group CWM, LLC4$00%013F-HRTimelineGroupValue filed as zero, left out of ratios.