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AFGR

First Trust Active Factor Large Cap Growth ETF

33 hedge funds and large institutions have $40.2M 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, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less funds holding

Funds holding: 3433 (-1)

8.67% less ownership

Funds ownership: 66.42%57.76% (-8.7%)

11% less capital invested

Capital invested by funds: $45M → $40.2M (-$4.77M)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

63% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 16

Holders
33
Holders Change
-1
Holders Change %
-2.94%
% of All Funds
0.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
6
Reduced
16
Closed
5
Calls
Puts
Net Calls
Net Calls Change

AFGR Hedge Fund Activity: Q3 2024 in Review

33 of the 6,978 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 $40.2M — down 11% from $45M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of AFGR and 4 opened new positions — a net loss of 1 holder — while 16 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.

  • 33 institutional investors held First Trust Active Factor Large Cap Growth ETF (AFGR) as of Q3 2024, down from 34 in Q2 2024.
  • Funds reported $40.2M 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.