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AFGR

First Trust Active Factor Large Cap Growth ETF

55 hedge funds and large institutions have $111M invested in First Trust Active Factor Large Cap Growth ETF in 2021 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 12 increasing their positions, 22 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

15% more funds holding

Funds holding: 4855 (+7)

3.4% more ownership

Funds ownership: 68.49%71.89% (+3.4%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less capital invested

Capital invested by funds: $113M → $111M (-$1.81M)

45% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 22

Holders
55
Holders Change
+7
Holders Change %
+14.58%
% of All Funds
0.85%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
12
Reduced
22
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
26
Cambridge Advisors
Nebraska
$1.04M +$132K +4,731 +14%
HI
27
Harbour Investments
Wisconsin
$977K -$532K -19,082 -35%
CA
28
CoreCap Advisors
Michigan
$971K +$997K +35,747 New
IP
29
Ignite Planners
California
$966K +$1.11M +39,857 New
NFG
30
Next Financial Group
Texas
$696K -$1.82M -65,346 -72%
SWM
31
SeaCrest Wealth Management
New York
$626K -$3.9K -140 -0.6%
JMPWA
32
JP Morgan Private Wealth Advisors
California
$612K +$83.9K +3,008 +15%
PAG
33
Private Advisor Group
New Jersey
$588K +$2.79K +100 +0.5%
KCFA
34
Key Client Fiduciary Advisors
New Jersey
$535K +$549K +19,700 New
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$526K
CAN
36
Cetera Advisor Networks
California
$430K -$157K -5,617 -26%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$395K +$406K +14,540 New
WWM
38
Western Wealth Management
Colorado
$366K +$377K +13,515 New
NA
39
NewEdge Advisors
Louisiana
$361K +$371K +13,300 New
CG
40
Clarus Group
Texas
$302K
PWMG
41
Provence Wealth Management Group
California
$282K +$290K +10,400 New
JIP
42
Jaffetilchin Investment Partners
Florida
$279K -$1.11M -39,977 -80%
WS
43
Wedbush Securities
California
$261K -$169K -6,055 -39%
SI
44
Stephens Inc
Arkansas
$250K
Citadel Advisors
45
Citadel Advisors
Florida
$236K +$243K +8,706 New
CFGS
46
Concourse Financial Group Securities
Alabama
$235K -$571K -20,461 -70%
TC
47
TownSquare Capital
Utah
$222K +$228K +8,190 New
BRWM
48
B. Riley Wealth Management
Tennessee
$216K
AWM
49
AE Wealth Management
Kansas
$204K -$18.5K -663 -8%
CF
50
Centaurus Financial
California
$120K -$7.39K -265 -6%

AFGR Hedge Fund Activity: Q4 2021 in Review

55 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in First Trust Active Factor Large Cap Growth ETF (AFGR) for Q4 2021, worth a combined $111M — down 1.6% from $113M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new AFGR positions and 4 closed out — a net gain of 8 holders — while 12 added to existing stakes and 22 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $1.2M. The largest seller was LPL Financial, cutting an estimated $2.34M.

  • 55 institutional investors held First Trust Active Factor Large Cap Growth ETF (AFGR) as of Q4 2021, up from 48 in Q3 2021.
  • Funds reported $111M of First Trust Active Factor Large Cap Growth ETF stock for Q4 2021, down 1.6% quarter-over-quarter.
  • 12 funds opened new First Trust Active Factor Large Cap Growth ETF positions in Q4 2021 and 4 closed out, a net change of +8 holders.
  • The largest First Trust Active Factor Large Cap Growth ETF buyer in Q4 2021 was Royal Bank of Canada, an estimated $1.2M added.
  • The largest First Trust Active Factor Large Cap Growth ETF seller in Q4 2021 was LPL Financial, an estimated $2.34M sold.

Based on aggregated 13F filings for Q4 2021.