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AFGR

First Trust Active Factor Large Cap Growth ETF

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.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

15% more funds holding

Funds holding: 4855 (+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: 11 (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

Holders
55
Holders Change
+7
Holders Change %
+14.58%
% of All Funds
0.85%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
12
Reduced
22
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$23.2M -$2.34M -83,994 -9%
LCWP
2
Legacy Capital Wealth Partners
Arkansas
$16M +$261K +9,345 +2%
Osaic Holdings
3
Osaic Holdings
Arizona
$12M -$979K -35,090 -7%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$5.03M -$629K -22,536 -11%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$3.86M -$61.8K -2,216 -2%
SG
6
StoneX Group
New York
$3.83M -$94.4K -3,384 -2%
GIA
7
Gladstone Institutional Advisory
Florida
$3.58M -$200K -7,180 -5%
Rockefeller Capital Management
8
Rockefeller Capital Management
New York
$2.94M -$40.4K -1,450 -1%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$2.35M -$207K -7,408 -8%
KAS
10
Kestra Advisory Services
Texas
$2.33M +$1.14M +40,936 +91%
GVAG
11
Great Valley Advisor Group
Delaware
$2.07M
CWM
12
Concentrum Wealth Management
California
$2.06M +$82.3K +2,952 +4%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$1.98M +$1.2M +43,029 +144%
Truist Financial
14
Truist Financial
North Carolina
$1.92M -$299K -10,729 -13%
SPC
15
Sigma Planning Corp
Michigan
$1.9M -$339K -12,149 -15%
AFP
16
Ausdal Financial Partners
Iowa
$1.89M +$409K +14,662 +27%
CCM
17
Chiron Capital Management
Florida
$1.77M +$363 +13 +0%
TIM
18
Total Investment Management
Arizona
$1.73M -$61.2K -2,194 -3%
AAS
19
Ameritas Advisory Services
Nebraska
$1.71M +$1.75M +62,924 New
AAS
20
Avantax Advisory Services
Texas
$1.51M -$89.1K -3,196 -5%
Goldman Sachs
21
Goldman Sachs
New York
$1.19M
KA
22
Kovack Advisors
Florida
$1.11M
FH
23
FWG Holdings
Florida
$1.1M +$65.2K +2,337 +5%
TRCT
24
Tower Research Capital (TRC)
New York
$1.09M +$54.1K +1,939 +5%
BRWA
25
B. Riley Wealth Advisors
Florida
$1.04M -$72.5K -2,600 -6%

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.