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AFGR

First Trust Active Factor Large Cap Growth ETF
AFGR

48 hedge funds and large institutions have $113M invested in First Trust Active Factor Large Cap Growth ETF in 2021 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

9% more capital invested

Capital invested by funds: $103M → $113M (+$9.56M)

2% more funds holding

Funds holding: 47 → 48 (+1)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 16

5.91% less ownership

Funds ownership: 74.4% → 68.49% (-5.9%)

Holders
48
Holders Change
+1
Holders Change %
+2.13%
% of All Funds
0.84%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
7
Increased
16
Reduced
16
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LCWP
Legacy Capital Wealth Partners
Arkansas
+$5.84M
2
LPL Financial
LPL Financial
California
+$4.1M
3
Osaic Holdings
Osaic Holdings
Arizona
+$2.89M
4
GVAG
Great Valley Advisor Group
Delaware
+$2.09M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$825K

Top Sellers

Rank Fund Capital Flow
1
SAM
Synergy Asset Management
Washington
-$3.66M
2
Jane Street
Jane Street
New York
-$2.43M
3
AIC
Ameritas Investment Company
Nebraska
-$1.39M
4
JIP
Jaffetilchin Investment Partners
Florida
-$1.38M
5
Citadel Advisors
Citadel Advisors
Florida
-$990K
Name Holding Trade Value Shares
Change 		Change in
Stake
TRCT
26
Tower Research Capital (TRC)
New York
$1.04M +$156K +5,655 +17%
CA
27
Cambridge Advisors
Nebraska
$913K +$26K +943 +3%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$815K +$825K +29,945 New
CFGS
29
Concourse Financial Group Securities
Alabama
$793K +$224K +8,123 +39%
SWM
30
SeaCrest Wealth Management
New York
$632K -$430K -15,596 -40%
PAG
31
Private Advisor Group
New Jersey
$587K +$11.9K +430 +2%
CAN
32
Cetera Advisor Networks
California
$584K -$235K -8,535 -28%
JMPWA
33
JP Morgan Private Wealth Advisors
California
$532K +$539K +19,540 New
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$528K – – –
MOS
35
MGO One Seven
Ohio
$519K -$220K -8,000 -31%
CA
36
Cetera Advisors
Colorado
$454K -$205K -7,423 -31%
WS
37
Wedbush Securities
California
$427K -$857K -31,090 -66%
MAFM
38
Mid Atlantic Financial Management
Pennsylvania
$362K +$367K +13,300 New
CG
39
Clarus Group
Texas
$300K +$89.9K +3,260 +42%
SI
40
Stephens Inc
Arkansas
$251K – – –
AWM
41
AE Wealth Management
Kansas
$222K -$74.1K -2,687 -25%
BRWM
42
B. Riley Wealth Management
Tennessee
$216K – – –
CF
43
Centaurus Financial
California
$128K – – –
JWA
44
JFS Wealth Advisors
Pennsylvania
$64K +$65K +2,359 New
BMD
45
Better Money Decisions
New Mexico
$41K – – –
AWA
46
Arkadios Wealth Advisors
Georgia
$14K – – –
TCWA
47
Ten Capital Wealth Advisors
Washington
$1K +$524 +19 New
SAM
48
Synergy Asset Management
Washington
– -$3.66M -138,066 Closed
Jane Street
49
Jane Street
New York
– -$2.43M -91,706 Closed
AIC
50
Ameritas Investment Company
Nebraska
– -$1.39M -52,314 Closed
1
2
3

AFGR Hedge Fund Activity: Q3 2021 in Review

48 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in First Trust Active Factor Large Cap Growth ETF (AFGR) for Q3 2021, worth a combined $113M — up 9.3% from $103M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new AFGR positions and 4 closed out — a net gain of 3 holders — while 16 added to existing stakes and 16 trimmed.

The largest buyer was Legacy Capital Wealth Partners, adding an estimated $5.84M. The largest seller was Synergy Asset Management, exiting entirely with an estimated $3.66M sold.

  • 48 institutional investors held First Trust Active Factor Large Cap Growth ETF (AFGR) as of Q3 2021, up from 47 in Q2 2021.
  • Funds reported $113M of First Trust Active Factor Large Cap Growth ETF stock for Q3 2021, up 9.3% quarter-over-quarter.
  • 7 funds opened new First Trust Active Factor Large Cap Growth ETF positions in Q3 2021 and 4 closed out, a net change of +3 holders.
  • The largest First Trust Active Factor Large Cap Growth ETF buyer in Q3 2021 was Legacy Capital Wealth Partners, an estimated $5.84M added.
  • The largest First Trust Active Factor Large Cap Growth ETF seller in Q3 2021 was Synergy Asset Management, an estimated $3.66M sold.

Based on aggregated 13F filings for Q3 2021.