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AFGR

First Trust Active Factor Large Cap Growth ETF

42 hedge funds and large institutions have $45.7M invested in First Trust Active Factor Large Cap Growth ETF in 2022 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 20 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

9.56% more ownership

Funds ownership: 65.31%74.87% (+9.6%)

5% less funds holding

Funds holding: 4442 (-2)

23% less capital invested

Capital invested by funds: $59.5M → $45.7M (-$13.8M)

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

55% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 20

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
42
Holders Change
-2
Holders Change %
-4.55%
% of All Funds
0.71%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
5
Increased
9
Reduced
20
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
26
Private Advisor Group
New Jersey
$332K -$822 -43 -0.2%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$328K
AAS
28
Ameritas Advisory Services
Nebraska
$308K -$602K -31,492 -63%
BRWA
29
B. Riley Wealth Advisors
Florida
$270K -$109K -5,700 -26%
Citadel Advisors
30
Citadel Advisors
Florida
$236K +$266K +13,902 New
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$221K -$1.16M -60,769 -82%
CG
32
Clarus Group
Texas
$187K -$7.99K -418 -4%
PWMG
33
Provence Wealth Management Group
California
$176K
IA
34
IFP Advisors
Florida
$172K
Morgan Stanley
35
Morgan Stanley
New York
$105K -$66.9K -3,500 -36%
SWM
36
SeaCrest Wealth Management
New York
$42K +$47.9K +2,506 New
BMD
37
Better Money Decisions
New Mexico
$25K +$28.7K +1,500 New
CFGS
38
Concourse Financial Group Securities
Alabama
$17K -$16.2K -850 -45%
GRP
39
Global Retirement Partners
California
$9K
SPIA
40
Steward Partners Investment Advisory
New York
$4K
UBS Group
41
UBS Group
Switzerland
$2K -$54.2K -2,837 -97%
KAS
42
Kestra Advisory Services
Texas
-$1.51M -65,386 Closed
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
-$868K -37,664 Closed
FH
44
FWG Holdings
Florida
-$264K -11,455 Closed
AWS
45
Atria Wealth Solutions
New York
-$226K -9,810 Closed
TC
46
TownSquare Capital
Utah
-$226K -9,797 Closed
BFC
47
Bedel Financial Consulting
Indiana
-$41K -1,769 Closed
Carson Wealth (CWM LLC)
48
Carson Wealth (CWM LLC)
Nebraska
-$15K -650 Closed

AFGR Hedge Fund Activity: Q2 2022 in Review

42 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in First Trust Active Factor Large Cap Growth ETF (AFGR) for Q2 2022, worth a combined $45.7M — down 23% from $59.5M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of AFGR and 5 opened new positions — a net loss of 2 holders — while 20 trimmed existing stakes and 9 added.

The largest buyer was Synergy Asset Management, opening a new position worth an estimated $5.04M. The largest seller was Osaic Holdings, cutting an estimated $2.11M.

  • 42 institutional investors held First Trust Active Factor Large Cap Growth ETF (AFGR) as of Q2 2022, down from 44 in Q1 2022.
  • Funds reported $45.7M of First Trust Active Factor Large Cap Growth ETF stock for Q2 2022, down 23% quarter-over-quarter.
  • 5 funds opened new First Trust Active Factor Large Cap Growth ETF positions in Q2 2022 and 7 closed out, a net change of -2 holders.
  • The largest First Trust Active Factor Large Cap Growth ETF buyer in Q2 2022 was Synergy Asset Management, an estimated $5.04M added.
  • The largest First Trust Active Factor Large Cap Growth ETF seller in Q2 2022 was Osaic Holdings, an estimated $2.11M sold.

Based on aggregated 13F filings for Q2 2022.