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AFGR

First Trust Active Factor Large Cap Growth ETF

33 hedge funds and large institutions have $42.9M invested in First Trust Active Factor Large Cap Growth ETF in 2024 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

9% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 11

0% more funds holding

Funds holding: 3333 (0)

5.4% less ownership

Funds ownership: 68.8%63.4% (-5.4%)

9% less capital invested

Capital invested by funds: $47.3M → $42.9M (-$4.35M)

Holders
33
Holders Change
Holders Change %
0%
% of All Funds
0.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
12
Reduced
11
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$17.4M +$698K +25,755 +4%
AFP
2
Ausdal Financial Partners
Iowa
$5.43M -$176K -6,497 -3%
Osaic Holdings
3
Osaic Holdings
Arizona
$3.12M +$10.9K +403 +0.4%
AAP
4
Arax Advisory Partners
Colorado
$2.55M +$861K +31,770 +54%
TIM
5
Total Investment Management
Arizona
$1.65M -$32K -1,183 -2%
HI
6
Harbour Investments
Wisconsin
$1.44M -$1.95M -71,814 -58%
Goldman Sachs
7
Goldman Sachs
New York
$1.44M +$671K +24,752 +95%
WWM
8
Western Wealth Management
Colorado
$1.39M -$355K -13,105 -21%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$1.19M +$556K +20,509 +96%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$1.07M -$3.68M -135,837 -78%
Citadel Advisors
11
Citadel Advisors
Florida
$839K +$140K +5,173 +21%
AWA
12
Arkadios Wealth Advisors
Georgia
$782K -$161K -5,951 -18%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$675K +$464K +17,113 +253%
KPWS
14
Kestra Private Wealth Services
Texas
$640K -$310K -11,458 -34%
AAS
15
Avantax Advisory Services
Texas
$601K -$70.7K -2,609 -11%
TRCT
16
Tower Research Capital (TRC)
New York
$507K +$118K +4,365 +32%
PAG
17
Private Advisor Group
New Jersey
$506K +$8.13K +300 +2%
GWP
18
Gateway Wealth Partners
Wisconsin
$470K +$51.1K +1,885 +13%
CWM
19
Centric Wealth Management
Illinois
$284K +$13.6K +502 +5%
IAS
20
Insigneo Advisory Services
Florida
$272K -$53.7K -1,983 -15%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$238K -$22.1K -816 -9%
PTC
22
Private Trust Company
Ohio
$124K +$12.2K +449 +11%
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$110K -$79K -2,915 -43%
IAIM
24
International Assets Investment Management
Florida
$62.1K +$59.6K +2,200 New
CHA
25
Carmichael Hill & Associates
Maryland
$56.5K

AFGR Hedge Fund Activity: Q2 2024 in Review

33 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in First Trust Active Factor Large Cap Growth ETF (AFGR) for Q2 2024, worth a combined $42.9M — down 9.2% from $47.3M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new AFGR positions and 3 closed out — a net gain of 1 holder — while 12 added to existing stakes and 11 trimmed.

The largest buyer was Arax Advisory Partners, adding an estimated $861K. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $3.68M.

  • 33 institutional investors held First Trust Active Factor Large Cap Growth ETF (AFGR) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $42.9M of First Trust Active Factor Large Cap Growth ETF stock for Q2 2024, down 9.2% quarter-over-quarter.
  • 4 funds opened new First Trust Active Factor Large Cap Growth ETF positions in Q2 2024 and 3 closed out, a net change of +1 holder.
  • The largest First Trust Active Factor Large Cap Growth ETF buyer in Q2 2024 was Arax Advisory Partners, an estimated $861K added.
  • The largest First Trust Active Factor Large Cap Growth ETF seller in Q2 2024 was Cambridge Investment Research Advisors, an estimated $3.68M sold.

Based on aggregated 13F filings for Q2 2024.