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AFGR

First Trust Active Factor Large Cap Growth ETF

42 hedge funds and large institutions have $45.7M invested in First Trust Active Factor Large Cap Growth ETF in 2022 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 20 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

9.56% more ownership

Funds ownership: 65.31%74.87% (+9.6%)

5% less funds holding

Funds holding: 4442 (-2)

23% less capital invested

Capital invested by funds: $59.5M → $45.7M (-$13.8M)

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

55% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 20

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
42
Holders Change
-2
Holders Change %
-4.55%
% of All Funds
0.71%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
5
Increased
9
Reduced
20
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$9.05M -$744K -38,917 -7%
Osaic Holdings
2
Osaic Holdings
Arizona
$5.35M -$2.11M -110,210 -26%
SAM
3
Synergy Asset Management
Washington
$4.47M +$5.04M +263,681 New
AFP
4
Ausdal Financial Partners
Iowa
$3.1M +$1.62M +84,585 +86%
SG
5
StoneX Group
New York
$2.22M -$102K -5,352 -4%
HI
6
Harbour Investments
Wisconsin
$1.86M +$2.1M +109,857 New
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$1.84M +$1.73M +90,649 +498%
SPC
8
Sigma Planning Corp
Michigan
$1.54M +$239K +12,487 +16%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$1.52M -$32.5K -1,699 -2%
CCM
10
Chiron Capital Management
Florida
$1.39M -$32.3K -1,692 -2%
Rockefeller Capital Management
11
Rockefeller Capital Management
New York
$1.2M -$710K -37,150 -34%
Goldman Sachs
12
Goldman Sachs
New York
$1.19M +$928K +48,571 +224%
TRCT
13
Tower Research Capital (TRC)
New York
$1.15M +$643K +33,655 +99%
TIM
14
Total Investment Management
Arizona
$1.09M +$43.6K +2,280 +4%
KA
15
Kovack Advisors
Florida
$864K
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$861K -$266K -13,928 -22%
CA
17
CoreCap Advisors
Michigan
$796K +$64.1K +3,357 +8%
CA
18
Cambridge Advisors
Nebraska
$607K -$30.1K -1,577 -4%
CWM
19
Concentrum Wealth Management
California
$598K -$712K -37,281 -51%
IP
20
Ignite Planners
California
$529K -$39.6K -2,070 -7%
AAS
21
Avantax Advisory Services
Texas
$507K -$258K -13,528 -31%
WWM
22
Western Wealth Management
Colorado
$467K +$20.4K +1,070 +4%
JMPWA
23
JP Morgan Private Wealth Advisors
California
$382K
GVAG
24
Great Valley Advisor Group
Delaware
$351K -$918K -48,025 -70%
KCFA
25
Key Client Fiduciary Advisors
New Jersey
$351K +$19.1K +1,000 +5%

AFGR Hedge Fund Activity: Q2 2022 in Review

42 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in First Trust Active Factor Large Cap Growth ETF (AFGR) for Q2 2022, worth a combined $45.7M — down 23% from $59.5M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of AFGR and 5 opened new positions — a net loss of 2 holders — while 20 trimmed existing stakes and 9 added.

The largest buyer was Synergy Asset Management, opening a new position worth an estimated $5.04M. The largest seller was Osaic Holdings, cutting an estimated $2.11M.

  • 42 institutional investors held First Trust Active Factor Large Cap Growth ETF (AFGR) as of Q2 2022, down from 44 in Q1 2022.
  • Funds reported $45.7M of First Trust Active Factor Large Cap Growth ETF stock for Q2 2022, down 23% quarter-over-quarter.
  • 5 funds opened new First Trust Active Factor Large Cap Growth ETF positions in Q2 2022 and 7 closed out, a net change of -2 holders.
  • The largest First Trust Active Factor Large Cap Growth ETF buyer in Q2 2022 was Synergy Asset Management, an estimated $5.04M added.
  • The largest First Trust Active Factor Large Cap Growth ETF seller in Q2 2022 was Osaic Holdings, an estimated $2.11M sold.

Based on aggregated 13F filings for Q2 2022.