First Trust Active Factor Large Cap Growth ETF
AFGR
31 hedge funds and large institutions have $36.1M invested in First Trust Active Factor Large Cap Growth ETF in 2023 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 7 reducing their positions, and 5 closing their positions.
74% more capital invested
Capital invested by funds: $20.7M → $36.1M (+$15.4M)
60% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 5
57% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 7
7% more funds holding
Funds holding: 29 → 31 (+2)
5.09% more ownership
Funds ownership: 55% → 60.1% (+5.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$10.3M |
| 2 |
WWM
Western Wealth Management
Golden,
Colorado
|
+$868K |
| 3 |
Goldman Sachs
New York
|
+$566K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$555K |
| 5 |
GWP
Gateway Wealth Partners
Appleton,
Wisconsin
|
+$209K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TRCT
Tower Research Capital (TRC)
New York
|
-$691K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$614K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$465K |
| 4 |
IP
Ignite Planners
San Clemente,
California
|
-$321K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$308K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IGWM
26
ICA Group Wealth Management
Denver,
Colorado
| $28.8K | +$26.2K | +1,200 | New |
|
|
SIS
27
Sound Income Strategies
Ft Lauderdale,
Florida
| $16.1K | +$14.6K | +671 | New |
|
|
GRP
28
Global Retirement Partners
San Rafael,
California
| $13.7K | – | – | – |
|
|
CJ
29
Caitlin John
Brighton,
Michigan
| $7.51K | +$6.83K | +313 | New |
|
|
SPIA
30
Steward Partners Investment Advisory
New York
| $5.92K | – | – | – |
|
|
LFG
31
Larson Financial Group
St Louis,
Missouri
| $168 | – | – | – |
|
|
32
Citadel Advisors
Miami,
Florida
| – | -$465K | -22,846 | Closed |
|
|
IP
33
Ignite Planners
San Clemente,
California
| – | -$321K | -15,869 | Closed |
|
|
34
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$308K | -15,123 | Closed |
|
35
UBS Group
Zurich,
Switzerland
| – | -$63.2K | -3,105 | Closed |
|
36
Bank of America
Charlotte,
North Carolina
| – | -$2.1K | -103 | Closed |
|
AFGR Hedge Fund Activity: Q4 2023 in Review
31 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in First Trust Active Factor Large Cap Growth ETF (AFGR) for Q4 2023, worth a combined $36.1M — up 74% from $20.7M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new AFGR positions and 5 closed out — a net gain of 3 holders — while 11 added to existing stakes and 7 trimmed.
The largest buyer was LPL Financial, adding an estimated $10.3M. The largest seller was Tower Research Capital (TRC), cutting an estimated $691K.
- 31 institutional investors held First Trust Active Factor Large Cap Growth ETF (AFGR) as of Q4 2023, up from 29 in Q3 2023.
- Funds reported $36.1M of First Trust Active Factor Large Cap Growth ETF stock for Q4 2023, up 74% quarter-over-quarter.
- 8 funds opened new First Trust Active Factor Large Cap Growth ETF positions in Q4 2023 and 5 closed out, a net change of +3 holders.
- The largest First Trust Active Factor Large Cap Growth ETF buyer in Q4 2023 was LPL Financial, an estimated $10.3M added.
- The largest First Trust Active Factor Large Cap Growth ETF seller in Q4 2023 was Tower Research Capital (TRC), an estimated $691K sold.
Based on aggregated 13F filings for Q4 2023.