First Trust Active Factor Large Cap Growth ETF
AFGR
30 hedge funds and large institutions have $22.9M invested in First Trust Active Factor Large Cap Growth ETF in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 12 reducing their positions, and 6 closing their positions.
4% more capital invested
Capital invested by funds: $22.1M → $22.9M (+$853K)
0.05% more ownership
Funds ownership: 55.77% → 55.82% (+0.05%)
6% less funds holding
Funds holding: 32 → 30 (-2)
33% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 6
33% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HI
Harbour Investments
Madison,
Wisconsin
|
+$1.14M |
| 2 |
LPL Financial
San Diego,
California
|
+$679K |
| 3 |
LA
LexAurum Advisors
Overland Park,
Kansas
|
+$310K |
| 4 |
IAS
Insigneo Advisory Services
Miami,
Florida
|
+$270K |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$201K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$1.31M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$834K |
| 3 |
Goldman Sachs
New York
|
-$489K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$478K |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$370K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
UBS Group
Zurich,
Switzerland
| $52.5K | +$32.7K | +1,653 | +214% |
|
|
IGWM
27
ICA Group Wealth Management
Denver,
Colorado
| $47.6K | – | – | – |
|
|
GRP
28
Global Retirement Partners
San Rafael,
California
| $12.3K | – | – | – |
|
|
SPIA
29
Steward Partners Investment Advisory
New York
| $5.34K | – | – | – |
|
|
LFG
30
Larson Financial Group
St Louis,
Missouri
| $151 | +$139 | +7 | New |
|
|
31
Citadel Advisors
Miami,
Florida
| – | -$478K | -25,027 | Closed |
|
|
32
Cetera Investment Advisers
Schaumburg,
Illinois
| – | -$370K | -19,380 | Closed |
|
|
CA
33
Cambridge Advisors
Omaha,
Nebraska
| – | -$340K | -17,820 | Closed |
|
|
CCM
34
Chiron Capital Management
Tallahassee,
Florida
| – | -$260K | -13,625 | Closed |
|
|
GIA
35
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
| – | -$208K | -10,885 | Closed |
|
|
AAS
36
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$42.6K | -2,230 | Closed |
|
AFGR Hedge Fund Activity: Q2 2023 in Review
30 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in First Trust Active Factor Large Cap Growth ETF (AFGR) for Q2 2023, worth a combined $22.9M — up 3.9% from $22.1M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of AFGR and 4 opened new positions — a net loss of 2 holders — while 12 trimmed existing stakes and 8 added.
The largest buyer was Harbour Investments, adding an estimated $1.14M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $1.31M.
- 30 institutional investors held First Trust Active Factor Large Cap Growth ETF (AFGR) as of Q2 2023, down from 32 in Q1 2023.
- Funds reported $22.9M of First Trust Active Factor Large Cap Growth ETF stock for Q2 2023, up 3.9% quarter-over-quarter.
- 4 funds opened new First Trust Active Factor Large Cap Growth ETF positions in Q2 2023 and 6 closed out, a net change of -2 holders.
- The largest First Trust Active Factor Large Cap Growth ETF buyer in Q2 2023 was Harbour Investments, an estimated $1.14M added.
- The largest First Trust Active Factor Large Cap Growth ETF seller in Q2 2023 was Cambridge Investment Research Advisors, an estimated $1.31M sold.
Based on aggregated 13F filings for Q2 2023.