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AFGR

First Trust Active Factor Large Cap Growth ETF

47 hedge funds and large institutions have $103M invested in First Trust Active Factor Large Cap Growth ETF in 2021 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 4 increasing their positions, reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,852% more capital invested

Capital invested by funds: $3.5M → $103M (+$99.8M)

840% more funds holding

Funds holding: 547 (+42)

32.77% more ownership

Funds ownership: 41.63%74.4% (+33%)

Holders
47
Holders Change
+42
Holders Change %
+840%
% of All Funds
0.82%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
42
Increased
4
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$20.9M +$19.9M +787,730 New
Osaic Holdings
2
Osaic Holdings
Arizona
$9.87M +$7.2M +285,307 +328%
LCWP
3
Legacy Capital Wealth Partners
Arkansas
$9.73M +$9.27M +367,177 New
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$5.73M +$5.45M +215,993 New
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$4.15M +$3.26M +129,163 +471%
GIA
6
Gladstone Institutional Advisory
Florida
$3.77M +$3.59M +142,194 New
SAM
7
Synergy Asset Management
Washington
$3.66M +$3.48M +138,066 New
SG
8
StoneX Group
New York
$3.21M +$3.05M +121,025 New
Rockefeller Capital Management
9
Rockefeller Capital Management
New York
$3.05M +$2.9M +115,075 New
NFG
10
Next Financial Group
Texas
$2.99M +$2.85M +112,861 New
JIP
11
Jaffetilchin Investment Partners
Florida
$2.66M +$2.54M +100,502 New
Jane Street
12
Jane Street
New York
$2.43M +$2.31M +91,706 New
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$2.21M +$2.1M +83,326 New
SPC
14
Sigma Planning Corp
Michigan
$2M +$1.9M +75,421 New
CWM
15
Concentrum Wealth Management
California
$1.93M +$1.84M +72,854 New
TIM
16
Total Investment Management
Arizona
$1.76M +$1.68M +66,592 New
CCM
17
Chiron Capital Management
Florida
$1.72M +$1.64M +64,917 New
AAS
18
Avantax Advisory Services
Texas
$1.54M +$1.47M +58,232 New
AIC
19
Ameritas Investment Company
Nebraska
$1.39M +$1.32M +52,314 New
HI
20
Harbour Investments
Wisconsin
$1.35M +$1.23M +48,753 +2,125%
AFP
21
Ausdal Financial Partners
Iowa
$1.25M +$1.19M +47,231 New
KAS
22
Kestra Advisory Services
Texas
$1.25M +$1.19M +47,197 New
WS
23
Wedbush Securities
California
$1.24M +$495K +19,625 +72%
Goldman Sachs
24
Goldman Sachs
New York
$1.16M +$1.11M +43,893 New
FH
25
FWG Holdings
Florida
$1.14M +$1.08M +42,947 New

AFGR Hedge Fund Activity: Q2 2021 in Review

47 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in First Trust Active Factor Large Cap Growth ETF (AFGR) for Q2 2021, worth a combined $103M — up 2,852% from $3.5M a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new AFGR positions and 0 closed out — a net gain of 42 holders — while 4 added to existing stakes and 0 trimmed.

The largest buyer was LPL Financial, opening a new position worth an estimated $19.9M.

  • 47 institutional investors held First Trust Active Factor Large Cap Growth ETF (AFGR) as of Q2 2021, up from 5 in Q1 2021.
  • Funds reported $103M of First Trust Active Factor Large Cap Growth ETF stock for Q2 2021, up 2,852% quarter-over-quarter.
  • 42 funds opened new First Trust Active Factor Large Cap Growth ETF positions in Q2 2021 and 0 closed out, a net change of +42 holders.
  • The largest First Trust Active Factor Large Cap Growth ETF buyer in Q2 2021 was LPL Financial, an estimated $19.9M added.

Based on aggregated 13F filings for Q2 2021.