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AFGR FIRST TR EXCHNG TRADED FD VI

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ACTIVE FACTOR LA (fund)

33 managers (34 13F filers) reported a position in AFGR shares at 2026-03-31, 1,760,113 shares in all. 3 filers opened a position and 6 filers sold out during the quarter.

Managers
33
13F filers
34
New
3
Added
8
Reduced
13
Sold out
6
Shares held by filers
1,760,113

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.371,240$11.6M0.02%-3,38413F-HRTimelineGroup
Kirkwood Financial Services346,691$10.9M3.73%+39,25013F-HRTimeline
LPL Financial LLC310,970$9.75M<0.01%-55,65113F-HRTimeline
Cetera Investment Advisers112,186$3.52M<0.01%+3,07513F-HRTimeline
Arax Advisory Partners84,416$2.65M0.07%-7,91513F-HRTimeline
Ausdal Financial Partners, Inc.71,479$2.24M0.1%-2,68013F-HRTimeline
TCFG Investment Advisors, LLCgroup of 2 filers holding55,720$1.75M+27,768Timeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC47,919$1.5M<0.01%+3,26913F-HRTimelineGroup
Gateway Wealth Partners, LLC43,234$1.36M0.05%+21,69813F-HRTimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC41,367$1.3M0.02%-1,50913F-HRTimelineGroup
Aurora Private Wealth, Inc.35,558$1.26M0.9%-6,39713F-HRTimeline
Cambridge Investment Research Advisors,…38,543$1.21M<0.01%+49213F-HRTimeline
Private Advisor Group, LLC32,675$1.02M<0.01%-61213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC28,575$896K<0.01%+2,66013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.26,562$833K0.01%-1,09413F-HRTimeline
Hobart Private Capital, LLC26,491$830K0.16%-1,30713F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…18,790$589K0.02%new13F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.15,493$549K<0.01%-3,95113F-HRTimelineGroup
Centric Wealth Management9,048$320K0.06%-6,52813F-HRTimeline
Arkadios Wealth Advisors8,738$274K<0.01%013F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS8,000$251K0.22%13F-HRTimeline
RFG Advisory, LLC7,111$223K<0.01%new13F-HRTimeline
Western Wealth Management, LLC6,394$200K0.01%+413F-HR/ATimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.5,000$157K0.45%013F-HRTimeline
PRIVATE TRUST CO NA3,800$119K0.01%013F-HRTimeline
MAI Capital Management1,320$41.4K<0.01%-68013F-HRTimeline
Keating Financial Advisory Services, In…1,067$33.5K0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY498$15.6K<0.01%+30113F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…450$14.1K<0.01%new13F-HRTimelineGroup
Davis Capital Management430$13.5K0.01%013F-HRTimeline
Caitlin John, LLC313$9.81K0.01%013F-HRTimeline
NFSG Corp31$972<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC4$125<0.01%013F-HRTimelineGroup