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AFGR

First Trust Active Factor Large Cap Growth ETF

34 hedge funds and large institutions have $43.1M invested in First Trust Active Factor Large Cap Growth ETF in 2024 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

13% more capital invested

Capital invested by funds: $38.3M → $43.1M (+$4.83M)

6% more funds holding

Funds holding: 3234 (+2)

2.1% more ownership

Funds ownership: 55.01%57.11% (+2.1%)

0% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 11

Holders
34
Holders Change
+2
Holders Change %
+6.25%
% of All Funds
0.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
11
Reduced
11
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$16.6M +$589K +19,658 +4%
AFP
2
Ausdal Financial Partners
Iowa
$2.99M -$299K -9,974 -9%
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$2.89M +$529K +17,637 +23%
AAP
4
Arax Advisory Partners
Colorado
$2.78M +$70.4K +2,348 +3%
HI
5
Harbour Investments
Wisconsin
$2.27M +$637K +21,246 +39%
SG
6
StoneX Group
New York
$2.03M +$2.02M +67,356 New
TIM
7
Total Investment Management
Arizona
$1.8M +$54.1K +1,804 +3%
Osaic Holdings
8
Osaic Holdings
Arizona
$1.6M -$1.77M -58,948 -53%
WWM
9
Western Wealth Management
Colorado
$1.41M -$28K -935 -2%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$1.17M -$233K -7,761 -17%
Citadel Advisors
11
Citadel Advisors
Florida
$1.14M +$1.13M +37,851 New
TWM
12
TCFG Wealth Management
California
$924K -$57K -1,901 -6%
KPWS
13
Kestra Private Wealth Services
Texas
$668K +$1.23K +41 +0.2%
Goldman Sachs
14
Goldman Sachs
New York
$634K +$193K +6,426 +44%
GWP
15
Gateway Wealth Partners
Wisconsin
$583K +$1.5K +50 +0.3%
AWA
16
Arkadios Wealth Advisors
Georgia
$537K -$208K -6,932 -28%
PAG
17
Private Advisor Group
New Jersey
$521K -$7.76K -259 -1%
AAS
18
Avantax Advisory Services
Texas
$485K -$75.8K -2,527 -14%
HPC
19
Hobart Private Capital
North Carolina
$454K +$179K +5,981 +66%
CWM
20
Centric Wealth Management
Illinois
$453K +$117K +3,911 +35%
DC
21
Davenport & Co
Virginia
$277K -$74K -2,468 -21%
EH
22
Equitable Holdings
New York
$236K +$234K +7,814 New
TRCT
23
Tower Research Capital (TRC)
New York
$221K -$223K -7,452 -50%
PSFG
24
Park Square Financial Group
Georgia
$138K +$137K +4,558 New
PTC
25
Private Trust Company
Ohio
$132K

AFGR Hedge Fund Activity: Q4 2024 in Review

34 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in First Trust Active Factor Large Cap Growth ETF (AFGR) for Q4 2024, worth a combined $43.1M — up 13% from $38.3M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new AFGR positions and 4 closed out — a net gain of 3 holders — while 11 added to existing stakes and 11 trimmed.

The largest buyer was StoneX Group, opening a new position worth an estimated $2.02M. The largest seller was Osaic Holdings, cutting an estimated $1.77M.

  • 34 institutional investors held First Trust Active Factor Large Cap Growth ETF (AFGR) as of Q4 2024, up from 32 in Q3 2024.
  • Funds reported $43.1M of First Trust Active Factor Large Cap Growth ETF stock for Q4 2024, up 13% quarter-over-quarter.
  • 7 funds opened new First Trust Active Factor Large Cap Growth ETF positions in Q4 2024 and 4 closed out, a net change of +3 holders.
  • The largest First Trust Active Factor Large Cap Growth ETF buyer in Q4 2024 was StoneX Group, an estimated $2.02M added.
  • The largest First Trust Active Factor Large Cap Growth ETF seller in Q4 2024 was Osaic Holdings, an estimated $1.77M sold.

Based on aggregated 13F filings for Q4 2024.