First Trust Active Factor Large Cap Growth ETF
AFGR
55 hedge funds and large institutions have $111M invested in First Trust Active Factor Large Cap Growth ETF in 2021 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 12 increasing their positions, 22 reducing their positions, and 4 closing their positions.
200% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 4
15% more funds holding
Funds holding: 48 → 55 (+7)
3.4% more ownership
Funds ownership: 68.49% → 71.89% (+3.4%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2% less capital invested
Capital invested by funds: $113M → $111M (-$1.81M)
45% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 22
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.2M |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$1.14M |
| 3 |
AFP
Ausdal Financial Partners
Davenport,
Iowa
|
+$409K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$406K |
| 5 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$371K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$2.34M |
| 2 |
NFG
Next Financial Group
Houston,
Texas
|
-$1.82M |
| 3 |
JIP
Jaffetilchin Investment Partners
Tampa,
Florida
|
-$1.11M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$979K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$629K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
UBS Group
Zurich,
Switzerland
| $118K | +$121K | +4,343 | +434,300% |
|
|
JWA
52
JFS Wealth Advisors
Hermitage,
Pennsylvania
| $64K | – | – | – |
|
53
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $41K | +$42.5K | +1,525 | New |
|
|
SPIA
54
Steward Partners Investment Advisory
New York
| $7K | +$6.89K | +247 | New |
|
|
TCWA
55
Ten Capital Wealth Advisors
Spokane,
Washington
| $1K | – | – | – |
|
|
MOS
56
MGO One Seven
Beachwood,
Ohio
| – | -$519K | -18,100 | Closed |
|
|
CA
57
Cetera Advisors
Denver,
Colorado
| – | -$454K | -16,665 | Closed |
|
|
BMD
58
Better Money Decisions
Santa Fe,
New Mexico
| – | -$41K | -1,500 | Closed |
|
|
AWA
59
Arkadios Wealth Advisors
Atlanta,
Georgia
| – | -$14K | -546 | Closed |
|
AFGR Hedge Fund Activity: Q4 2021 in Review
55 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in First Trust Active Factor Large Cap Growth ETF (AFGR) for Q4 2021, worth a combined $111M — down 1.6% from $113M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new AFGR positions and 4 closed out — a net gain of 8 holders — while 12 added to existing stakes and 22 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $1.2M. The largest seller was LPL Financial, cutting an estimated $2.34M.
- 55 institutional investors held First Trust Active Factor Large Cap Growth ETF (AFGR) as of Q4 2021, up from 48 in Q3 2021.
- Funds reported $111M of First Trust Active Factor Large Cap Growth ETF stock for Q4 2021, down 1.6% quarter-over-quarter.
- 12 funds opened new First Trust Active Factor Large Cap Growth ETF positions in Q4 2021 and 4 closed out, a net change of +8 holders.
- The largest First Trust Active Factor Large Cap Growth ETF buyer in Q4 2021 was Royal Bank of Canada, an estimated $1.2M added.
- The largest First Trust Active Factor Large Cap Growth ETF seller in Q4 2021 was LPL Financial, an estimated $2.34M sold.
Based on aggregated 13F filings for Q4 2021.