First Trust Active Factor Large Cap Growth ETF
AFGR
29 hedge funds and large institutions have $20.7M invested in First Trust Active Factor Large Cap Growth ETF in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 11 reducing their positions, and 6 closing their positions.
0.82% less ownership
Funds ownership: 55.82% → 55% (-0.82%)
3% less funds holding
Funds holding: 30 → 29 (-1)
10% less capital invested
Capital invested by funds: $22.9M → $20.7M (-$2.24M)
17% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 6
36% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$1.54M |
| 2 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
+$525K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$490K |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$380K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$210K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$1.21M |
| 2 |
KA
Kovack Advisors
Ft. Lauderdale,
Florida
|
-$1.1M |
| 3 |
LPL Financial
San Diego,
California
|
-$442K |
| 4 |
Rockefeller Capital Management
New York
|
-$376K |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$220K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GRP
26
Global Retirement Partners
San Rafael,
California
| $11.5K | – | – | – |
|
|
SPIA
27
Steward Partners Investment Advisory
New York
| $5.03K | – | – | – |
|
28
Bank of America
Charlotte,
North Carolina
| $2.1K | +$2.21K | +103 | New |
|
|
LFG
29
Larson Financial Group
St Louis,
Missouri
| $143 | – | – | – |
|
|
KA
30
Kovack Advisors
Ft. Lauderdale,
Florida
| – | -$1.1M | -51,000 | Closed |
|
|
31
Rockefeller Capital Management
New York
| – | -$376K | -17,390 | Closed |
|
|
KAS
32
Kestra Advisory Services
Austin,
Texas
| – | -$220K | -10,169 | Closed |
|
|
AWS
33
Atria Wealth Solutions
New York
| – | -$212K | -9,810 | Closed |
|
34
Commonwealth Equity Services
Waltham,
Massachusetts
| – | -$209K | -9,668 | Closed |
|
|
IGWM
35
ICA Group Wealth Management
Denver,
Colorado
| – | -$47.6K | -2,200 | Closed |
|
AFGR Hedge Fund Activity: Q3 2023 in Review
29 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in First Trust Active Factor Large Cap Growth ETF (AFGR) for Q3 2023, worth a combined $20.7M — down 9.8% from $22.9M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of AFGR and 5 opened new positions — a net loss of 1 holder — while 11 trimmed existing stakes and 7 added.
The largest buyer was Cambridge Investment Research Advisors, adding an estimated $1.54M. The largest seller was Harbour Investments, cutting an estimated $1.21M.
- 29 institutional investors held First Trust Active Factor Large Cap Growth ETF (AFGR) as of Q3 2023, down from 30 in Q2 2023.
- Funds reported $20.7M of First Trust Active Factor Large Cap Growth ETF stock for Q3 2023, down 9.8% quarter-over-quarter.
- 5 funds opened new First Trust Active Factor Large Cap Growth ETF positions in Q3 2023 and 6 closed out, a net change of -1 holder.
- The largest First Trust Active Factor Large Cap Growth ETF buyer in Q3 2023 was Cambridge Investment Research Advisors, an estimated $1.54M added.
- The largest First Trust Active Factor Large Cap Growth ETF seller in Q3 2023 was Harbour Investments, an estimated $1.21M sold.
Based on aggregated 13F filings for Q3 2023.