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AFGR

First Trust Active Factor Large Cap Growth ETF

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.

New
Increased
Maintained
Reduced
Closed

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: 4748 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (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%)

Holders
48
Holders Change
+1
Holders Change %
+2.13%
% of All Funds
0.84%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
16
Reduced
16
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$25.5M +$4.1M +148,787 +19%
LCWP
2
Legacy Capital Wealth Partners
Arkansas
$15.8M +$5.84M +211,815 +58%
Osaic Holdings
3
Osaic Holdings
Arizona
$13M +$2.89M +104,736 +28%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$5.66M -$228K -8,263 -4%
SG
5
StoneX Group
New York
$3.93M +$644K +23,383 +19%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$3.93M -$339K -12,309 -8%
GIA
7
Gladstone Institutional Advisory
Florida
$3.79M -$87.2K -3,163 -2%
Rockefeller Capital Management
8
Rockefeller Capital Management
New York
$2.99M -$148K -5,355 -5%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$2.56M +$297K +10,775 +13%
NFG
10
Next Financial Group
Texas
$2.48M -$604K -21,905 -19%
SPC
11
Sigma Planning Corp
Michigan
$2.24M +$186K +6,731 +9%
Truist Financial
12
Truist Financial
North Carolina
$2.22M -$53.7K -1,950 -2%
GVAG
13
Great Valley Advisor Group
Delaware
$2.07M +$2.09M +75,864 New
CWM
14
Concentrum Wealth Management
California
$1.98M -$854 -31 -0%
TIM
15
Total Investment Management
Arizona
$1.79M -$21.9K -795 -1%
CCM
16
Chiron Capital Management
Florida
$1.77M +$7.19K +261 +0.4%
AAS
17
Avantax Advisory Services
Texas
$1.6M +$17.3K +626 +1%
HI
18
Harbour Investments
Wisconsin
$1.5M +$111K +4,014 +8%
AFP
19
Ausdal Financial Partners
Iowa
$1.5M +$213K +7,729 +16%
JIP
20
Jaffetilchin Investment Partners
Florida
$1.37M -$1.38M -50,250 -50%
KAS
21
Kestra Advisory Services
Texas
$1.22M -$66.2K -2,401 -5%
Goldman Sachs
22
Goldman Sachs
New York
$1.2M
FH
23
FWG Holdings
Florida
$1.17M
KA
24
Kovack Advisors
Florida
$1.12M
BRWA
25
B. Riley Wealth Advisors
Florida
$1.12M +$5.51K +200 +0.5%

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.