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AFGR

First Trust Active Factor Large Cap Growth ETF

38 hedge funds and large institutions have $37.3M invested in First Trust Active Factor Large Cap Growth ETF in 2022 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 14 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 14

8.71% less ownership

Funds ownership: 74.87%66.15% (-8.7%)

10% less funds holding

Funds holding: 4238 (-4)

18% less capital invested

Capital invested by funds: $45.7M → $37.3M (-$8.41M)

50% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 8

Holders
38
Holders Change
-4
Holders Change %
-9.52%
% of All Funds
0.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
13
Reduced
14
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$247K +$38.8K +2,113 +16%
BRWA
27
B. Riley Wealth Advisors
Florida
$243K -$18.3K -999 -6%
KAS
28
Kestra Advisory Services
Texas
$238K +$268K +14,609 New
GIA
29
Gladstone Institutional Advisory
Florida
$179K +$202K +11,029 New
IA
30
IFP Advisors
Florida
$174K +$1.83K +100 +1%
PWMG
31
Provence Wealth Management Group
California
$169K
CG
32
Clarus Group
Texas
$163K -$18.3K -996 -9%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$96K -$1.89M -102,952 -95%
UBS Group
34
UBS Group
Switzerland
$12K +$11.4K +619 +632%
GRP
35
Global Retirement Partners
California
$10K +$459 +25 +5%
CFGS
36
Concourse Financial Group Securities
Alabama
$8K -$9.36K -510 -50%
SPIA
37
Steward Partners Investment Advisory
New York
$4K
SAM
38
Synergy Asset Management
Washington
-$4.47M -263,681 Closed
CA
39
CoreCap Advisors
Michigan
-$796K -46,989 Closed
CWM
40
Concentrum Wealth Management
California
-$598K -35,308 Closed
PAG
41
Private Advisor Group
New Jersey
-$332K -19,595 Closed
AAS
42
Ameritas Advisory Services
Nebraska
-$308K -18,155 Closed
Morgan Stanley
43
Morgan Stanley
New York
-$105K -6,200 Closed
SWM
44
SeaCrest Wealth Management
New York
-$42K -2,506 Closed
BMD
45
Better Money Decisions
New Mexico
-$25K -1,500 Closed

AFGR Hedge Fund Activity: Q3 2022 in Review

38 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in First Trust Active Factor Large Cap Growth ETF (AFGR) for Q3 2022, worth a combined $37.3M — down 18% from $45.7M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of AFGR and 4 opened new positions — a net loss of 4 holders — while 14 trimmed existing stakes and 13 added.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $1.24M. The largest seller was Synergy Asset Management, exiting entirely with an estimated $4.47M sold.

  • 38 institutional investors held First Trust Active Factor Large Cap Growth ETF (AFGR) as of Q3 2022, down from 42 in Q2 2022.
  • Funds reported $37.3M of First Trust Active Factor Large Cap Growth ETF stock for Q3 2022, down 18% quarter-over-quarter.
  • 4 funds opened new First Trust Active Factor Large Cap Growth ETF positions in Q3 2022 and 8 closed out, a net change of -4 holders.
  • The largest First Trust Active Factor Large Cap Growth ETF buyer in Q3 2022 was Susquehanna International Group, an estimated $1.24M added.
  • The largest First Trust Active Factor Large Cap Growth ETF seller in Q3 2022 was Synergy Asset Management, an estimated $4.47M sold.

Based on aggregated 13F filings for Q3 2022.