First Trust Active Factor Large Cap Growth ETF
AFGR
33 hedge funds and large institutions have $42.9M invested in First Trust Active Factor Large Cap Growth ETF in 2024 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 11 reducing their positions, and 3 closing their positions.
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
9% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 11
0% more funds holding
Funds holding: 33 → 33 (0)
5.4% less ownership
Funds ownership: 68.8% → 63.4% (-5.4%)
9% less capital invested
Capital invested by funds: $47.3M → $42.9M (-$4.35M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAP
Arax Advisory Partners
Denver,
Colorado
|
+$861K |
| 2 |
LPL Financial
San Diego,
California
|
+$698K |
| 3 |
Goldman Sachs
New York
|
+$671K |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$556K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$464K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$3.68M |
| 2 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$1.95M |
| 3 |
WEG
World Equity Group
Schaumburg,
Illinois
|
-$1.39M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$378K |
| 5 |
WWM
Western Wealth Management
Golden,
Colorado
|
-$355K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
UBS Group
Zurich,
Switzerland
| $20.3K | +$19.5K | +719 | New |
|
|
GRP
27
Global Retirement Partners
San Rafael,
California
| $16.1K | – | – | – |
|
|
DCM
28
Davis Capital Management
Jacksonville,
Florida
| $12.2K | +$11.6K | +430 | New |
|
29
Morgan Stanley
New York
| $9.63K | +$9.24K | +341 | New |
|
|
CJ
30
Caitlin John
Brighton,
Michigan
| $8.84K | – | – | – |
|
|
SPIA
31
Steward Partners Investment Advisory
New York
| $6.98K | – | – | – |
|
|
IA
32
IFP Advisors
Tampa,
Florida
| $1.95K | – | – | – |
|
|
NFSG
33
Newbridge Financial Services Group
Boca Raton,
Florida
| $876 | – | – | – |
|
|
WEG
34
World Equity Group
Schaumburg,
Illinois
| – | -$1.39M | -50,716 | Closed |
|
|
35
Envestnet Asset Management
Chicago,
Illinois
| – | -$378K | -13,731 | Closed |
|
|
LFG
36
Larson Financial Group
St Louis,
Missouri
| – | -$193 | -7 | Closed |
|
AFGR Hedge Fund Activity: Q2 2024 in Review
33 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in First Trust Active Factor Large Cap Growth ETF (AFGR) for Q2 2024, worth a combined $42.9M — down 9.2% from $47.3M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new AFGR positions and 3 closed out — a net gain of 1 holder — while 12 added to existing stakes and 11 trimmed.
The largest buyer was Arax Advisory Partners, adding an estimated $861K. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $3.68M.
- 33 institutional investors held First Trust Active Factor Large Cap Growth ETF (AFGR) as of Q2 2024, unchanged from Q1 2024.
- Funds reported $42.9M of First Trust Active Factor Large Cap Growth ETF stock for Q2 2024, down 9.2% quarter-over-quarter.
- 4 funds opened new First Trust Active Factor Large Cap Growth ETF positions in Q2 2024 and 3 closed out, a net change of +1 holder.
- The largest First Trust Active Factor Large Cap Growth ETF buyer in Q2 2024 was Arax Advisory Partners, an estimated $861K added.
- The largest First Trust Active Factor Large Cap Growth ETF seller in Q2 2024 was Cambridge Investment Research Advisors, an estimated $3.68M sold.
Based on aggregated 13F filings for Q2 2024.