First Trust Active Factor Large Cap Growth ETF
AFGR
36 hedge funds and large institutions have $23.5M invested in First Trust Active Factor Large Cap Growth ETF in 2022 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 18 reducing their positions, and 6 closing their positions.
5% less funds holding
Funds holding: 38 → 36 (-2)
6.98% less ownership
Funds ownership: 66.15% → 59.18% (-7%)
33% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 6
61% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 18
86% less capital inflows, than outflows
Capital inflows: $2.29M | Capital outflows: $16.7M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Arkadios Wealth Advisors
Atlanta,
Georgia
|
+$814K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$609K |
| 3 |
Ausdal Financial Partners
Davenport,
Iowa
|
+$390K |
| 4 |
Cetera Advisors
Denver,
Colorado
|
+$212K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$128K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$7.45M |
| 2 |
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$2.06M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.1M |
| 4 |
Goldman Sachs
New York
|
-$924K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$924K |
AFGR Hedge Fund Activity: Q4 2022 in Review
36 of the 6,242 institutional investors tracked by Wall St. Rank reported a position in First Trust Active Factor Large Cap Growth ETF (AFGR) for Q4 2022, worth a combined $23.5M — down 37% from $37.3M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of AFGR and 4 opened new positions — a net loss of 2 holders — while 18 trimmed existing stakes and 7 added.
The largest buyer was Arkadios Wealth Advisors, opening a new position worth an estimated $814K. The largest seller was LPL Financial, cutting an estimated $7.45M.
- 36 institutional investors held First Trust Active Factor Large Cap Growth ETF (AFGR) as of Q4 2022, down from 38 in Q3 2022.
- Funds reported $23.5M of First Trust Active Factor Large Cap Growth ETF stock for Q4 2022, down 37% quarter-over-quarter.
- 4 funds opened new First Trust Active Factor Large Cap Growth ETF positions in Q4 2022 and 6 closed out, a net change of -2 holders.
- The largest First Trust Active Factor Large Cap Growth ETF buyer in Q4 2022 was Arkadios Wealth Advisors, an estimated $814K added.
- The largest First Trust Active Factor Large Cap Growth ETF seller in Q4 2022 was LPL Financial, an estimated $7.45M sold.
Based on aggregated 13F filings for Q4 2022.