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AFGR

First Trust Active Factor Large Cap Growth ETF

32 hedge funds and large institutions have $22.1M invested in First Trust Active Factor Large Cap Growth ETF in 2023 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 16 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.4% less ownership

Funds ownership: 59.18%55.77% (-3.4%)

6% less capital invested

Capital invested by funds: $23.5M → $22.1M (-$1.42M)

11% less funds holding

Funds holding: 3632 (-4)

56% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 16

57% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 7

Holders
32
Holders Change
-4
Holders Change %
-11.11%
% of All Funds
0.51%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
7
Reduced
16
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AFP
1
Ausdal Financial Partners
Iowa
$3.73M -$325K -17,966 -8%
Osaic Holdings
2
Osaic Holdings
Arizona
$3.13M -$343K -18,907 -10%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$1.77M +$48.1K +2,657 +3%
HI
4
Harbour Investments
Wisconsin
$1.72M -$30.7K -1,693 -2%
LPL Financial
5
LPL Financial
California
$1.47M -$474K -26,187 -25%
TIM
6
Total Investment Management
Arizona
$1.17M +$11.1K +615 +1%
TRCT
7
Tower Research Capital (TRC)
New York
$1.03M +$58K +3,199 +6%
KA
8
Kovack Advisors
Florida
$974K
AWA
9
Arkadios Wealth Advisors
Georgia
$894K -$25.5K -1,406 -3%
Goldman Sachs
10
Goldman Sachs
New York
$769K
AAS
11
Avantax Advisory Services
Texas
$561K -$28.4K -1,567 -5%
Citadel Advisors
12
Citadel Advisors
Florida
$478K +$39.5K +2,181 +10%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$445K -$338K -18,654 -44%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$376K +$357K +19,680 New
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$370K
KCFA
16
Key Client Fiduciary Advisors
New Jersey
$360K -$9.42K -520 -3%
Rockefeller Capital Management
17
Rockefeller Capital Management
New York
$351K -$238K -13,110 -42%
CA
18
Cambridge Advisors
Nebraska
$340K +$25.7K +1,420 +9%
IP
19
Ignite Planners
California
$321K -$54.4K -3,005 -15%
JMPWA
20
JP Morgan Private Wealth Advisors
California
$295K
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$272K -$20.3K -1,120 -7%
CCM
22
Chiron Capital Management
Florida
$260K -$506K -27,907 -67%
CA
23
Cetera Advisors
Colorado
$250K +$9.93K +548 +4%
WWM
24
Western Wealth Management
Colorado
$238K -$5.43K -300 -2%
GIA
25
Gladstone Institutional Advisory
Florida
$208K -$2.61K -144 -1%

AFGR Hedge Fund Activity: Q1 2023 in Review

32 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in First Trust Active Factor Large Cap Growth ETF (AFGR) for Q1 2023, worth a combined $22.1M — down 6.1% from $23.5M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of AFGR and 3 opened new positions — a net loss of 4 holders — while 16 trimmed existing stakes and 7 added.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $357K. The largest seller was StoneX Group, exiting entirely with an estimated $2M sold.

  • 32 institutional investors held First Trust Active Factor Large Cap Growth ETF (AFGR) as of Q1 2023, down from 36 in Q4 2022.
  • Funds reported $22.1M of First Trust Active Factor Large Cap Growth ETF stock for Q1 2023, down 6.1% quarter-over-quarter.
  • 3 funds opened new First Trust Active Factor Large Cap Growth ETF positions in Q1 2023 and 7 closed out, a net change of -4 holders.
  • The largest First Trust Active Factor Large Cap Growth ETF buyer in Q1 2023 was Susquehanna International Group, an estimated $357K added.
  • The largest First Trust Active Factor Large Cap Growth ETF seller in Q1 2023 was StoneX Group, an estimated $2M sold.

Based on aggregated 13F filings for Q1 2023.