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AFGR

First Trust Active Factor Large Cap Growth ETF

32 hedge funds and large institutions have $38.3M invested in First Trust Active Factor Large Cap Growth ETF in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less funds holding

Funds holding: 3332 (-1)

8.39% less ownership

Funds ownership: 63.4%55.01% (-8.4%)

11% less capital invested

Capital invested by funds: $42.9M → $38.3M (-$4.63M)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

60% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 15

Holders
32
Holders Change
-1
Holders Change %
-3.03%
% of All Funds
0.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
6
Reduced
15
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$15.1M -$2.36M -85,584 -14%
Osaic Holdings
2
Osaic Holdings
Arizona
$3.18M +$48.1K +1,746 +2%
AFP
3
Ausdal Financial Partners
Iowa
$3.09M -$2.3M -83,375 -43%
AAP
4
Arax Advisory Partners
Colorado
$2.54M -$15.4K -559 -0.6%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$2.21M +$992K +36,008 +86%
TIM
6
Total Investment Management
Arizona
$1.64M -$18.5K -673 -1%
HI
7
Harbour Investments
Wisconsin
$1.53M +$76.4K +2,772 +5%
WWM
8
Western Wealth Management
Colorado
$1.35M -$43K -1,560 -3%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$1.32M +$235K +8,518 +22%
TWM
10
TCFG Wealth Management
California
$923K +$895K +32,490 New
AWA
11
Arkadios Wealth Advisors
Georgia
$702K -$81.6K -2,960 -11%
KPWS
12
Kestra Private Wealth Services
Texas
$627K -$16K -582 -3%
GWP
13
Gateway Wealth Partners
Wisconsin
$547K +$72.1K +2,617 +16%
AAS
14
Avantax Advisory Services
Texas
$528K -$73.8K -2,679 -13%
PAG
15
Private Advisor Group
New Jersey
$497K -$10.7K -388 -2%
TRCT
16
Tower Research Capital (TRC)
New York
$420K -$87.3K -3,167 -18%
Goldman Sachs
17
Goldman Sachs
New York
$414K -$998K -36,237 -71%
DC
18
Davenport & Co
Virginia
$331K +$321K +11,641 New
CWM
19
Centric Wealth Management
Illinois
$328K +$12.8K +466 +4%
HPC
20
Hobart Private Capital
North Carolina
$257K +$249K +9,047 New
IAS
21
Insigneo Advisory Services
Florida
$210K -$96.2K -3,491 -32%
Jane Street
22
Jane Street
New York
$210K +$203K +7,380 New
PTC
23
Private Trust Company
Ohio
$124K -$1.27K -46 -1%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$75K -$585K -21,236 -89%
CHA
25
Carmichael Hill & Associates
Maryland
$56.8K

AFGR Hedge Fund Activity: Q3 2024 in Review

32 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in First Trust Active Factor Large Cap Growth ETF (AFGR) for Q3 2024, worth a combined $38.3M — down 11% from $42.9M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of AFGR and 4 opened new positions — a net loss of 1 holder — while 15 trimmed existing stakes and 6 added.

The largest buyer was Cetera Investment Advisers, adding an estimated $992K. The largest seller was LPL Financial, cutting an estimated $2.36M.

  • 32 institutional investors held First Trust Active Factor Large Cap Growth ETF (AFGR) as of Q3 2024, down from 33 in Q2 2024.
  • Funds reported $38.3M of First Trust Active Factor Large Cap Growth ETF stock for Q3 2024, down 11% quarter-over-quarter.
  • 4 funds opened new First Trust Active Factor Large Cap Growth ETF positions in Q3 2024 and 5 closed out, a net change of -1 holder.
  • The largest First Trust Active Factor Large Cap Growth ETF buyer in Q3 2024 was Cetera Investment Advisers, an estimated $992K added.
  • The largest First Trust Active Factor Large Cap Growth ETF seller in Q3 2024 was LPL Financial, an estimated $2.36M sold.

Based on aggregated 13F filings for Q3 2024.