First Trust Active Factor Large Cap Growth ETF
AFGR
48 hedge funds and large institutions have $113M invested in First Trust Active Factor Large Cap Growth ETF in 2021 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 16 reducing their positions, and 4 closing their positions.
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
9% more capital invested
Capital invested by funds: $103M → $113M (+$9.56M)
2% more funds holding
Funds holding: 47 → 48 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 16
5.91% less ownership
Funds ownership: 74.4% → 68.49% (-5.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LCWP
Legacy Capital Wealth Partners
Little Rock,
Arkansas
|
+$5.84M |
| 2 |
LPL Financial
San Diego,
California
|
+$4.1M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$2.89M |
| 4 |
GVAG
Great Valley Advisor Group
Wilmington,
Delaware
|
+$2.09M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$825K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Synergy Asset Management
Vancouver,
Washington
|
-$3.66M |
| 2 |
Jane Street
New York
|
-$2.43M |
| 3 |
AIC
Ameritas Investment Company
Lincoln,
Nebraska
|
-$1.39M |
| 4 |
JIP
Jaffetilchin Investment Partners
Tampa,
Florida
|
-$1.38M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$990K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
51
Citadel Advisors
Miami,
Florida
| – | -$990K | -37,341 | Closed |
|
52
UBS Group
Zurich,
Switzerland
| – | +$28 | +1 | New |
|
AFGR Hedge Fund Activity: Q3 2021 in Review
48 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in First Trust Active Factor Large Cap Growth ETF (AFGR) for Q3 2021, worth a combined $113M — up 9.3% from $103M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new AFGR positions and 4 closed out — a net gain of 3 holders — while 16 added to existing stakes and 16 trimmed.
The largest buyer was Legacy Capital Wealth Partners, adding an estimated $5.84M. The largest seller was Synergy Asset Management, exiting entirely with an estimated $3.66M sold.
- 48 institutional investors held First Trust Active Factor Large Cap Growth ETF (AFGR) as of Q3 2021, up from 47 in Q2 2021.
- Funds reported $113M of First Trust Active Factor Large Cap Growth ETF stock for Q3 2021, up 9.3% quarter-over-quarter.
- 7 funds opened new First Trust Active Factor Large Cap Growth ETF positions in Q3 2021 and 4 closed out, a net change of +3 holders.
- The largest First Trust Active Factor Large Cap Growth ETF buyer in Q3 2021 was Legacy Capital Wealth Partners, an estimated $5.84M added.
- The largest First Trust Active Factor Large Cap Growth ETF seller in Q3 2021 was Synergy Asset Management, an estimated $3.66M sold.
Based on aggregated 13F filings for Q3 2021.