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AFGR

First Trust Active Factor Large Cap Growth ETF

44 hedge funds and large institutions have $59.5M invested in First Trust Active Factor Large Cap Growth ETF in 2022 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 24 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6.59% less ownership

Funds ownership: 71.89%65.31% (-6.6%)

20% less funds holding

Funds holding: 5544 (-11)

46% less capital invested

Capital invested by funds: $111M → $59.5M (-$51.6M)

63% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 24

64% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 14

Holders
44
Holders Change
-11
Holders Change %
-20%
% of All Funds
0.69%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
9
Reduced
24
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$13.2M -$6.46M -279,288 -33%
Osaic Holdings
2
Osaic Holdings
Arizona
$9.69M -$366K -15,822 -4%
SG
3
StoneX Group
New York
$3.15M -$105K -4,534 -3%
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$2.49M -$3.93K -170 -0.2%
AFP
5
Ausdal Financial Partners
Iowa
$2.26M +$659K +28,489 +41%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$2.11M -$2.16M -93,570 -51%
CCM
7
Chiron Capital Management
Florida
$1.93M +$428K +18,501 +28%
GVAG
8
Great Valley Advisor Group
Delaware
$1.87M -$165K -7,157 -9%
SPC
9
Sigma Planning Corp
Michigan
$1.8M +$189K +8,167 +12%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$1.7M -$297K -12,863 -15%
CWM
11
Concentrum Wealth Management
California
$1.67M -$73.6K -3,186 -4%
KAS
12
Kestra Advisory Services
Texas
$1.51M -$470K -20,346 -24%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$1.49M -$1.79M -77,305 -54%
TIM
14
Total Investment Management
Arizona
$1.43M -$34.3K -1,484 -2%
KA
15
Kovack Advisors
Florida
$1.18M +$231K +10,000 +24%
AAS
16
Ameritas Advisory Services
Nebraska
$1.14M -$307K -13,277 -21%
CA
17
CoreCap Advisors
Michigan
$1.01M +$182K +7,885 +22%
AAS
18
Avantax Advisory Services
Texas
$1M -$282K -12,201 -22%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$868K +$535K +23,124 +159%
CA
20
Cambridge Advisors
Nebraska
$862K -$19.9K -863 -2%
TRCT
21
Tower Research Capital (TRC)
New York
$785K -$140K -6,044 -15%
IP
22
Ignite Planners
California
$634K -$196K -8,496 -21%
WWM
23
Western Wealth Management
Colorado
$610K +$299K +12,915 +96%
JMPWA
24
JP Morgan Private Wealth Advisors
California
$520K
Goldman Sachs
25
Goldman Sachs
New York
$500K -$513K -22,203 -51%

AFGR Hedge Fund Activity: Q1 2022 in Review

44 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in First Trust Active Factor Large Cap Growth ETF (AFGR) for Q1 2022, worth a combined $59.5M — down 46% from $111M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of AFGR and 5 opened new positions — a net loss of 9 holders — while 24 trimmed existing stakes and 9 added.

The largest buyer was Ausdal Financial Partners, adding an estimated $659K. The largest seller was Legacy Capital Wealth Partners, exiting entirely with an estimated $16M sold.

  • 44 institutional investors held First Trust Active Factor Large Cap Growth ETF (AFGR) as of Q1 2022, down from 55 in Q4 2021.
  • Funds reported $59.5M of First Trust Active Factor Large Cap Growth ETF stock for Q1 2022, down 46% quarter-over-quarter.
  • 5 funds opened new First Trust Active Factor Large Cap Growth ETF positions in Q1 2022 and 14 closed out, a net change of -9 holders.
  • The largest First Trust Active Factor Large Cap Growth ETF buyer in Q1 2022 was Ausdal Financial Partners, an estimated $659K added.
  • The largest First Trust Active Factor Large Cap Growth ETF seller in Q1 2022 was Legacy Capital Wealth Partners, an estimated $16M sold.

Based on aggregated 13F filings for Q1 2022.