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AFGR

First Trust Active Factor Large Cap Growth ETF

38 hedge funds and large institutions have $37.3M invested in First Trust Active Factor Large Cap Growth ETF in 2022 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 14 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 14

8.71% less ownership

Funds ownership: 74.87%66.15% (-8.7%)

10% less funds holding

Funds holding: 4238 (-4)

18% less capital invested

Capital invested by funds: $45.7M → $37.3M (-$8.41M)

50% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 8

Holders
38
Holders Change
-4
Holders Change %
-9.52%
% of All Funds
0.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
13
Reduced
14
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$8.86M +$188K +10,223 +2%
Osaic Holdings
2
Osaic Holdings
Arizona
$3.86M -$1.44M -78,416 -25%
AFP
3
Ausdal Financial Partners
Iowa
$3.09M +$137K +7,441 +4%
SPC
4
Sigma Planning Corp
Michigan
$2.06M +$655K +35,690 +39%
SG
5
StoneX Group
New York
$2.04M -$104K -5,665 -4%
HI
6
Harbour Investments
Wisconsin
$1.86M
Goldman Sachs
7
Goldman Sachs
New York
$1.55M +$455K +24,825 +35%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$1.46M -$4.95K -270 -0.3%
CCM
9
Chiron Capital Management
Florida
$1.39M +$65.5K +3,569 +4%
TIM
10
Total Investment Management
Arizona
$1.11M +$72.2K +3,937 +6%
Rockefeller Capital Management
11
Rockefeller Capital Management
New York
$1.11M -$48.8K -2,660 -4%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$1.1M +$1.24M +67,552 New
TRCT
13
Tower Research Capital (TRC)
New York
$1.09M -$8.47K -462 -0.7%
KA
14
Kovack Advisors
Florida
$830K
IAIM
15
International Assets Investment Management
Florida
$574K +$579K +31,579 New
AAS
16
Avantax Advisory Services
Texas
$492K +$6.24K +340 +1%
Citadel Advisors
17
Citadel Advisors
Florida
$478K +$284K +15,503 +112%
IP
18
Ignite Planners
California
$455K -$36.8K -2,005 -7%
WWM
19
Western Wealth Management
Colorado
$438K -$12.3K -670 -2%
JMPWA
20
JP Morgan Private Wealth Advisors
California
$367K
KCFA
21
Key Client Fiduciary Advisors
New Jersey
$347K +$11.9K +650 +3%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$315K
GVAG
23
Great Valley Advisor Group
Delaware
$311K -$28.3K -1,541 -7%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$302K -$592K -32,257 -63%
CA
25
Cambridge Advisors
Nebraska
$269K -$354K -19,275 -54%

AFGR Hedge Fund Activity: Q3 2022 in Review

38 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in First Trust Active Factor Large Cap Growth ETF (AFGR) for Q3 2022, worth a combined $37.3M — down 18% from $45.7M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of AFGR and 4 opened new positions — a net loss of 4 holders — while 14 trimmed existing stakes and 13 added.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $1.24M. The largest seller was Synergy Asset Management, exiting entirely with an estimated $4.47M sold.

  • 38 institutional investors held First Trust Active Factor Large Cap Growth ETF (AFGR) as of Q3 2022, down from 42 in Q2 2022.
  • Funds reported $37.3M of First Trust Active Factor Large Cap Growth ETF stock for Q3 2022, down 18% quarter-over-quarter.
  • 4 funds opened new First Trust Active Factor Large Cap Growth ETF positions in Q3 2022 and 8 closed out, a net change of -4 holders.
  • The largest First Trust Active Factor Large Cap Growth ETF buyer in Q3 2022 was Susquehanna International Group, an estimated $1.24M added.
  • The largest First Trust Active Factor Large Cap Growth ETF seller in Q3 2022 was Synergy Asset Management, an estimated $4.47M sold.

Based on aggregated 13F filings for Q3 2022.