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AFGR

First Trust Active Factor Large Cap Growth ETF

31 hedge funds and large institutions have $36.1M invested in First Trust Active Factor Large Cap Growth ETF in 2023 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more capital invested

Capital invested by funds: $20.7M → $36.1M (+$15.4M)

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

57% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 7

7% more funds holding

Funds holding: 2931 (+2)

5.09% more ownership

Funds ownership: 55%60.1% (+5.1%)

Holders
31
Holders Change
+2
Holders Change %
+6.9%
% of All Funds
0.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
11
Reduced
7
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$13.5M +$10.3M +470,434 +520%
AFP
2
Ausdal Financial Partners
Iowa
$4.76M +$119K +5,443 +3%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$2.97M +$555K +25,462 +26%
Osaic Holdings
4
Osaic Holdings
Arizona
$2.77M +$17.8K +815 +0.7%
HI
5
Harbour Investments
Wisconsin
$2.21M +$25.2K +1,156 +1%
TIM
6
Total Investment Management
Arizona
$1.43M -$11.5K -529 -0.9%
WWM
7
Western Wealth Management
Colorado
$1.25M +$868K +39,785 +319%
Goldman Sachs
8
Goldman Sachs
New York
$1M +$566K +25,930 +164%
AWA
9
Arkadios Wealth Advisors
Georgia
$822K -$29K -1,328 -4%
AAS
10
Avantax Advisory Services
Texas
$683K -$34.6K -1,584 -5%
KPWS
11
Kestra Private Wealth Services
Texas
$682K +$86.6K +3,969 +16%
IAS
12
Insigneo Advisory Services
Florida
$558K -$11.2K -512 -2%
KCFA
13
Key Client Fiduciary Advisors
New Jersey
$455K
PAG
14
Private Advisor Group
New Jersey
$434K +$7.44K +341 +2%
LA
15
LexAurum Advisors
Kansas
$341K -$31.6K -1,450 -9%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$337K +$12.4K +569 +4%
CA
17
Cetera Advisors
Colorado
$327K +$6.94K +318 +2%
TRCT
18
Tower Research Capital (TRC)
New York
$271K -$691K -31,684 -74%
CWM
19
Centric Wealth Management
Illinois
$237K +$201K +9,205 New
GWP
20
Gateway Wealth Partners
Wisconsin
$229K +$209K +9,567 New
Two Sigma Investments
21
Two Sigma Investments
New York
$223K +$203K +9,300 New
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$206K +$187K +8,588 New
PWMG
23
Provence Wealth Management Group
California
$151K
PTC
24
Private Trust Company
Ohio
$128K +$117K +5,349 New
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$45K -$614K -28,155 -94%

AFGR Hedge Fund Activity: Q4 2023 in Review

31 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in First Trust Active Factor Large Cap Growth ETF (AFGR) for Q4 2023, worth a combined $36.1M — up 74% from $20.7M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new AFGR positions and 5 closed out — a net gain of 3 holders — while 11 added to existing stakes and 7 trimmed.

The largest buyer was LPL Financial, adding an estimated $10.3M. The largest seller was Tower Research Capital (TRC), cutting an estimated $691K.

  • 31 institutional investors held First Trust Active Factor Large Cap Growth ETF (AFGR) as of Q4 2023, up from 29 in Q3 2023.
  • Funds reported $36.1M of First Trust Active Factor Large Cap Growth ETF stock for Q4 2023, up 74% quarter-over-quarter.
  • 8 funds opened new First Trust Active Factor Large Cap Growth ETF positions in Q4 2023 and 5 closed out, a net change of +3 holders.
  • The largest First Trust Active Factor Large Cap Growth ETF buyer in Q4 2023 was LPL Financial, an estimated $10.3M added.
  • The largest First Trust Active Factor Large Cap Growth ETF seller in Q4 2023 was Tower Research Capital (TRC), an estimated $691K sold.

Based on aggregated 13F filings for Q4 2023.