First Trust Active Factor Large Cap Growth ETF
AFGR
32 hedge funds and large institutions have $38.3M invested in First Trust Active Factor Large Cap Growth ETF in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 15 reducing their positions, and 5 closing their positions.
3% less funds holding
Funds holding: 33 → 32 (-1)
8.39% less ownership
Funds ownership: 63.4% → 55.01% (-8.4%)
11% less capital invested
Capital invested by funds: $42.9M → $38.3M (-$4.63M)
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
60% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$992K |
| 2 |
DC
Davenport & Co
Richmond,
Virginia
|
+$321K |
| 3 |
HPC
Hobart Private Capital
Charlotte,
North Carolina
|
+$249K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$235K |
| 5 |
Jane Street
New York
|
+$203K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$2.36M |
| 2 |
AFP
Ausdal Financial Partners
Davenport,
Iowa
|
-$2.3M |
| 3 |
Goldman Sachs
New York
|
-$998K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$839K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$585K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $28K | -$80.6K | -2,925 | -75% |
|
|
GRP
27
Global Retirement Partners
San Rafael,
California
| $16.2K | – | – | – |
|
|
DCM
28
Davis Capital Management
Jacksonville,
Florida
| $12.2K | – | – | – |
|
29
Morgan Stanley
New York
| $9.69K | – | – | – |
|
|
CJ
30
Caitlin John
Brighton,
Michigan
| $9.56K | – | – | – |
|
|
SPIA
31
Steward Partners Investment Advisory
New York
| $7.02K | – | – | – |
|
|
NFSG
32
Newbridge Financial Services Group
Boca Raton,
Florida
| $881 | – | – | – |
|
|
33
Citadel Advisors
Miami,
Florida
| – | -$839K | -29,708 | Closed |
|
34
Commonwealth Equity Services
Waltham,
Massachusetts
| – | -$238K | -8,414 | Closed |
|
|
IAIM
35
International Assets Investment Management
Orlando,
Florida
| – | -$62.1K | -2,200 | Closed |
|
36
UBS Group
Zurich,
Switzerland
| – | -$20.3K | -719 | Closed |
|
|
IA
37
IFP Advisors
Tampa,
Florida
| – | -$1.95K | -69 | Closed |
|
AFGR Hedge Fund Activity: Q3 2024 in Review
32 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in First Trust Active Factor Large Cap Growth ETF (AFGR) for Q3 2024, worth a combined $38.3M — down 11% from $42.9M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of AFGR and 4 opened new positions — a net loss of 1 holder — while 15 trimmed existing stakes and 6 added.
The largest buyer was Cetera Investment Advisers, adding an estimated $992K. The largest seller was LPL Financial, cutting an estimated $2.36M.
- 32 institutional investors held First Trust Active Factor Large Cap Growth ETF (AFGR) as of Q3 2024, down from 33 in Q2 2024.
- Funds reported $38.3M of First Trust Active Factor Large Cap Growth ETF stock for Q3 2024, down 11% quarter-over-quarter.
- 4 funds opened new First Trust Active Factor Large Cap Growth ETF positions in Q3 2024 and 5 closed out, a net change of -1 holder.
- The largest First Trust Active Factor Large Cap Growth ETF buyer in Q3 2024 was Cetera Investment Advisers, an estimated $992K added.
- The largest First Trust Active Factor Large Cap Growth ETF seller in Q3 2024 was LPL Financial, an estimated $2.36M sold.
Based on aggregated 13F filings for Q3 2024.