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AFGR

First Trust Active Factor Large Cap Growth ETF
AFGR

47 hedge funds and large institutions have $103M invested in First Trust Active Factor Large Cap Growth ETF in 2021 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 4 increasing their positions, reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,852% more capital invested

Capital invested by funds: $3.5M → $103M (+$99.8M)

840% more funds holding

Funds holding: 5 → 47 (+42)

32.77% more ownership

Funds ownership: 41.63% → 74.4% (+33%)

Holders
47
Holders Change
+42
Holders Change %
+840%
% of All Funds
0.82%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
42
Increased
4
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$19.9M
2
LCWP
Legacy Capital Wealth Partners
Arkansas
+$9.27M
3
Osaic Holdings
Osaic Holdings
Arizona
+$7.2M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$5.45M
5
GIA
Gladstone Institutional Advisory
Florida
+$3.59M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
KA
26
Kovack Advisors
Florida
$1.09M +$1.03M +41,000 New
BRWA
27
B. Riley Wealth Advisors
Florida
$1.08M +$1.03M +40,800 New
SWM
28
SeaCrest Wealth Management
New York
$1.03M +$979K +38,787 New
Citadel Advisors
29
Citadel Advisors
Florida
$990K +$942K +37,341 New
CA
30
Cambridge Advisors
Nebraska
$863K +$822K +32,570 New
TRCT
31
Tower Research Capital (TRC)
New York
$862K +$820K +32,505 New
CAN
32
Cetera Advisor Networks
California
$795K +$757K +29,979 New
MOS
33
MGO One Seven
Ohio
$692K +$659K +26,100 New
CA
34
Cetera Advisors
Colorado
$639K +$608K +24,088 New
PAG
35
Private Advisor Group
New Jersey
$560K +$533K +21,108 New
CFGS
36
Concourse Financial Group Securities
Alabama
$556K +$530K +20,983 New
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$514K +$489K +19,380 New
WWM
38
Western Wealth Management
Colorado
$374K +$357K +14,140 New
AWM
39
AE Wealth Management
Kansas
$288K +$274K +10,846 New
SI
40
Stephens Inc
Arkansas
$244K +$232K +9,200 New
BRWM
41
B. Riley Wealth Management
Tennessee
$211K +$201K +7,950 New
CG
42
Clarus Group
Texas
$209K +$196K +7,759 New
CF
43
Centaurus Financial
California
$125K +$119K +4,698 New
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$50K – – –
BMD
45
Better Money Decisions
New Mexico
$40K +$37.9K +1,500 New
AWA
46
Arkadios Wealth Advisors
Georgia
$14K +$13.8K +546 New
Truist Financial
47
Truist Financial
North Carolina
– +$2.1M +83,379 New
1
2

AFGR Hedge Fund Activity: Q2 2021 in Review

47 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in First Trust Active Factor Large Cap Growth ETF (AFGR) for Q2 2021, worth a combined $103M — up 2,852% from $3.5M a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new AFGR positions and 0 closed out — a net gain of 42 holders — while 4 added to existing stakes and 0 trimmed.

The largest buyer was LPL Financial, opening a new position worth an estimated $19.9M.

  • 47 institutional investors held First Trust Active Factor Large Cap Growth ETF (AFGR) as of Q2 2021, up from 5 in Q1 2021.
  • Funds reported $103M of First Trust Active Factor Large Cap Growth ETF stock for Q2 2021, up 2,852% quarter-over-quarter.
  • 42 funds opened new First Trust Active Factor Large Cap Growth ETF positions in Q2 2021 and 0 closed out, a net change of +42 holders.
  • The largest First Trust Active Factor Large Cap Growth ETF buyer in Q2 2021 was LPL Financial, an estimated $19.9M added.

Based on aggregated 13F filings for Q2 2021.