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AFGR

First Trust Active Factor Large Cap Growth ETF

44 hedge funds and large institutions have $59.5M invested in First Trust Active Factor Large Cap Growth ETF in 2022 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 24 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6.59% less ownership

Funds ownership: 71.89%65.31% (-6.6%)

20% less funds holding

Funds holding: 5544 (-11)

46% less capital invested

Capital invested by funds: $111M → $59.5M (-$51.6M)

63% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 24

64% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 14

Holders
44
Holders Change
-11
Holders Change %
-20%
% of All Funds
0.69%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
9
Reduced
24
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
26
B. Riley Wealth Advisors
Florida
$498K -$389K -16,810 -44%
KCFA
27
Key Client Fiduciary Advisors
New Jersey
$454K
PAG
28
Private Advisor Group
New Jersey
$453K -$46.2K -2,000 -9%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$447K
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$419K -$1.27M -54,775 -75%
FH
31
FWG Holdings
Florida
$264K -$782K -33,829 -75%
CG
32
Clarus Group
Texas
$264K +$10.1K +438 +4%
PWMG
33
Provence Wealth Management Group
California
$240K
TC
34
TownSquare Capital
Utah
$226K +$37.1K +1,607 +20%
AWS
35
Atria Wealth Solutions
New York
$226K +$227K +9,810 New
Morgan Stanley
36
Morgan Stanley
New York
$224K +$224K +9,700 New
IA
37
IFP Advisors
Florida
$172K +$201K +8,682 New
UBS Group
38
UBS Group
Switzerland
$68K -$32.6K -1,409 -32%
CFGS
39
Concourse Financial Group Securities
Alabama
$43K -$157K -6,774 -78%
BFC
40
Bedel Financial Consulting
Indiana
$41K +$40.9K +1,769 New
Carson Wealth (CWM LLC)
41
Carson Wealth (CWM LLC)
Nebraska
$15K -$20.2K -875 -57%
GRP
42
Global Retirement Partners
California
$9K +$12.6K +545 New
SPIA
43
Steward Partners Investment Advisory
New York
$6K
LCWP
44
Legacy Capital Wealth Partners
Arkansas
-$16M -588,337 Closed
GIA
45
Gladstone Institutional Advisory
Florida
-$3.58M -131,851 Closed
Truist Financial
46
Truist Financial
North Carolina
-$1.92M -70,700 Closed
SWM
47
SeaCrest Wealth Management
New York
-$626K -23,051 Closed
CAN
48
Cetera Advisor Networks
California
-$430K -15,827 Closed
NA
49
NewEdge Advisors
Louisiana
-$361K -13,300 Closed
JIP
50
Jaffetilchin Investment Partners
Florida
-$279K -10,275 Closed

AFGR Hedge Fund Activity: Q1 2022 in Review

44 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in First Trust Active Factor Large Cap Growth ETF (AFGR) for Q1 2022, worth a combined $59.5M — down 46% from $111M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of AFGR and 5 opened new positions — a net loss of 9 holders — while 24 trimmed existing stakes and 9 added.

The largest buyer was Ausdal Financial Partners, adding an estimated $659K. The largest seller was Legacy Capital Wealth Partners, exiting entirely with an estimated $16M sold.

  • 44 institutional investors held First Trust Active Factor Large Cap Growth ETF (AFGR) as of Q1 2022, down from 55 in Q4 2021.
  • Funds reported $59.5M of First Trust Active Factor Large Cap Growth ETF stock for Q1 2022, down 46% quarter-over-quarter.
  • 5 funds opened new First Trust Active Factor Large Cap Growth ETF positions in Q1 2022 and 14 closed out, a net change of -9 holders.
  • The largest First Trust Active Factor Large Cap Growth ETF buyer in Q1 2022 was Ausdal Financial Partners, an estimated $659K added.
  • The largest First Trust Active Factor Large Cap Growth ETF seller in Q1 2022 was Legacy Capital Wealth Partners, an estimated $16M sold.

Based on aggregated 13F filings for Q1 2022.