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AFGR

First Trust Active Factor Large Cap Growth ETF

33 hedge funds and large institutions have $47.3M invested in First Trust Active Factor Large Cap Growth ETF in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 12 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

50% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 8

31% more capital invested

Capital invested by funds: $36.1M → $47.3M (+$11.2M)

8.7% more ownership

Funds ownership: 60.1%68.8% (+8.7%)

6% more funds holding

Funds holding: 3133 (+2)

Holders
33
Holders Change
+2
Holders Change %
+6.45%
% of All Funds
0.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
12
Reduced
8
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$16.3M +$781K +30,098 +5%
AFP
2
Ausdal Financial Partners
Iowa
$5.47M +$6.72K +259 +0.1%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$4.78M +$1.29M +49,760 +40%
HI
4
Harbour Investments
Wisconsin
$3.38M +$799K +30,785 +33%
Osaic Holdings
5
Osaic Holdings
Arizona
$3.02M -$148K -5,717 -5%
WWM
6
Western Wealth Management
Colorado
$1.71M +$259K +9,965 +19%
TIM
7
Total Investment Management
Arizona
$1.64M +$3.06K +118 +0.2%
AAP
8
Arax Advisory Partners
Colorado
$1.6M +$1.51M +58,350 New
WEG
9
World Equity Group
Illinois
$1.39M +$1.32M +50,716 New
KPWS
10
Kestra Private Wealth Services
Texas
$938K +$147K +5,670 +20%
AWA
11
Arkadios Wealth Advisors
Georgia
$925K -$17.2K -664 -2%
Goldman Sachs
12
Goldman Sachs
New York
$716K -$406K -15,665 -38%
Citadel Advisors
13
Citadel Advisors
Florida
$675K +$637K +24,535 New
AAS
14
Avantax Advisory Services
Texas
$657K -$119K -4,604 -16%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$590K +$556K +21,447 New
PAG
16
Private Advisor Group
New Jersey
$484K -$12.4K -479 -3%
CAN
17
Cetera Advisor Networks
California
$452K +$426K +16,424 New
GWP
18
Gateway Wealth Partners
Wisconsin
$406K +$135K +5,194 +54%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$378K -$8.2K -316 -2%
TRCT
20
Tower Research Capital (TRC)
New York
$373K +$59.5K +2,294 +20%
IAS
21
Insigneo Advisory Services
Florida
$354K -$270K -10,401 -45%
CWM
22
Centric Wealth Management
Illinois
$262K +$23.6K +908 +10%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$254K +$16.7K +642 +7%
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$188K +$177K +6,822 New
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$186K +$127K +4,905 +263%

AFGR Hedge Fund Activity: Q1 2024 in Review

33 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in First Trust Active Factor Large Cap Growth ETF (AFGR) for Q1 2024, worth a combined $47.3M — up 31% from $36.1M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new AFGR positions and 6 closed out — a net gain of 3 holders — while 12 added to existing stakes and 8 trimmed.

The largest buyer was Arax Advisory Partners, opening a new position worth an estimated $1.51M. The largest seller was Key Client Fiduciary Advisors, exiting entirely with an estimated $455K sold.

  • 33 institutional investors held First Trust Active Factor Large Cap Growth ETF (AFGR) as of Q1 2024, up from 31 in Q4 2023.
  • Funds reported $47.3M of First Trust Active Factor Large Cap Growth ETF stock for Q1 2024, up 31% quarter-over-quarter.
  • 9 funds opened new First Trust Active Factor Large Cap Growth ETF positions in Q1 2024 and 6 closed out, a net change of +3 holders.
  • The largest First Trust Active Factor Large Cap Growth ETF buyer in Q1 2024 was Arax Advisory Partners, an estimated $1.51M added.
  • The largest First Trust Active Factor Large Cap Growth ETF seller in Q1 2024 was Key Client Fiduciary Advisors, an estimated $455K sold.

Based on aggregated 13F filings for Q1 2024.