First Trust Active Factor Large Cap Growth ETF
AFGR
34 hedge funds and large institutions have $43.1M invested in First Trust Active Factor Large Cap Growth ETF in 2024 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 11 reducing their positions, and 4 closing their positions.
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
13% more capital invested
Capital invested by funds: $38.3M → $43.1M (+$4.83M)
6% more funds holding
Funds holding: 32 → 34 (+2)
2.1% more ownership
Funds ownership: 55.01% → 57.11% (+2.1%)
0% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SG
StoneX Group
New York
|
+$2.02M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$1.13M |
| 3 |
HI
Harbour Investments
Madison,
Wisconsin
|
+$637K |
| 4 |
LPL Financial
San Diego,
California
|
+$589K |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$529K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.77M |
| 2 |
AFP
Ausdal Financial Partners
Davenport,
Iowa
|
-$299K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$233K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
-$223K |
| 5 |
IAS
Insigneo Advisory Services
Miami,
Florida
|
-$210K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MCM
26
MAI Capital Management
Independence,
Ohio
| $60.4K | +$60K | +2,000 | New |
|
27
UBS Group
Zurich,
Switzerland
| $26K | +$25.8K | +860 | New |
|
|
GRP
28
Global Retirement Partners
San Rafael,
California
| $17.2K | – | – | – |
|
29
Morgan Stanley
New York
| $13.9K | +$3.6K | +120 | +35% |
|
|
DCM
30
Davis Capital Management
Jacksonville,
Florida
| $13K | – | – | – |
|
|
CJ
31
Caitlin John
Brighton,
Michigan
| $9.46K | – | – | – |
|
32
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $6K | -$23.3K | -778 | -79% |
|
|
NFSG
33
Newbridge Financial Services Group
Boca Raton,
Florida
| $937 | – | – | – |
|
|
SAM
34
Synergy Asset Management
Vancouver,
Washington
| $85 | +$90 | +3 | New |
|
|
IAS
35
Insigneo Advisory Services
Miami,
Florida
| – | -$210K | -7,408 | Closed |
|
36
Jane Street
New York
| – | -$210K | -7,380 | Closed |
|
37
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$75K | -2,646 | Closed |
|
|
SPIA
38
Steward Partners Investment Advisory
New York
| – | -$7.02K | -247 | Closed |
|
AFGR Hedge Fund Activity: Q4 2024 in Review
34 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in First Trust Active Factor Large Cap Growth ETF (AFGR) for Q4 2024, worth a combined $43.1M — up 13% from $38.3M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new AFGR positions and 4 closed out — a net gain of 3 holders — while 11 added to existing stakes and 11 trimmed.
The largest buyer was StoneX Group, opening a new position worth an estimated $2.02M. The largest seller was Osaic Holdings, cutting an estimated $1.77M.
- 34 institutional investors held First Trust Active Factor Large Cap Growth ETF (AFGR) as of Q4 2024, up from 32 in Q3 2024.
- Funds reported $43.1M of First Trust Active Factor Large Cap Growth ETF stock for Q4 2024, up 13% quarter-over-quarter.
- 7 funds opened new First Trust Active Factor Large Cap Growth ETF positions in Q4 2024 and 4 closed out, a net change of +3 holders.
- The largest First Trust Active Factor Large Cap Growth ETF buyer in Q4 2024 was StoneX Group, an estimated $2.02M added.
- The largest First Trust Active Factor Large Cap Growth ETF seller in Q4 2024 was Osaic Holdings, an estimated $1.77M sold.
Based on aggregated 13F filings for Q4 2024.