First Trust Active Factor Large Cap Growth ETF
AFGR
5 hedge funds and large institutions have $3.5M invested in First Trust Active Factor Large Cap Growth ETF in 2021 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, reducing their positions, and 1 closing their positions.
1,463% more capital invested
Capital invested by funds: $224K → $3.5M (+$3.28M)
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
67% more funds holding
Funds holding: 3 → 5 (+2)
32.48% more ownership
Funds ownership: 9.15% → 41.63% (+32%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$2.11M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$668K |
| 3 |
WS
Wedbush Securities
Los Angeles,
California
|
+$660K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TRCT
Tower Research Capital (TRC)
New York
|
-$168K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Osaic Holdings
Scottsdale,
Arizona
| $2.09M | +$2.11M | +86,693 | +36,122% |
|
|
2
Commonwealth Equity Services
Waltham,
Massachusetts
| $658K | +$668K | +27,446 | New |
|
|
WS
3
Wedbush Securities
Los Angeles,
California
| $651K | +$660K | +27,130 | New |
|
|
HI
4
Harbour Investments
Madison,
Wisconsin
| $55K | +$55.8K | +2,294 | New |
|
5
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $50K | – | – | – |
|
|
TRCT
6
Tower Research Capital (TRC)
New York
| – | -$168K | -7,014 | Closed |
|
AFGR Hedge Fund Activity: Q1 2021 in Review
5 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in First Trust Active Factor Large Cap Growth ETF (AFGR) for Q1 2021, worth a combined $3.5M — up 1,463% from $224K a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new AFGR positions and 1 closed out — a net gain of 2 holders — while 1 added to existing stakes and 0 trimmed.
The largest buyer was Osaic Holdings, adding an estimated $2.11M. The largest seller was Tower Research Capital (TRC), exiting entirely with an estimated $168K sold.
- 5 institutional investors held First Trust Active Factor Large Cap Growth ETF (AFGR) as of Q1 2021, up from 3 in Q4 2020.
- Funds reported $3.5M of First Trust Active Factor Large Cap Growth ETF stock for Q1 2021, up 1,463% quarter-over-quarter.
- 3 funds opened new First Trust Active Factor Large Cap Growth ETF positions in Q1 2021 and 1 closed out, a net change of +2 holders.
- The largest First Trust Active Factor Large Cap Growth ETF buyer in Q1 2021 was Osaic Holdings, an estimated $2.11M added.
- The largest First Trust Active Factor Large Cap Growth ETF seller in Q1 2021 was Tower Research Capital (TRC), an estimated $168K sold.
Based on aggregated 13F filings for Q1 2021.