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First Trust Active Factor Large Cap ETF

70 hedge funds and large institutions have $160M invested in First Trust Active Factor Large Cap ETF in 2025 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 35 increasing their positions, 4 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

775% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 4

263% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 8

142% more capital invested

Capital invested by funds: $66.3M → $160M (+$93.9M)

40% more funds holding

Funds holding: 5070 (+20)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

52.47% less ownership

Funds ownership: 132.43%79.96% (-52%)

Holders
70
Holders Change
+20
Holders Change %
+40%
% of All Funds
0.94%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
29
Increased
35
Reduced
4
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BAWC
26
Boyce & Associates Wealth Consulting
Texas
$1.47M +$216K +6,186 +17%
GWP
27
Gateway Wealth Partners
Wisconsin
$1.45M +$1.5M +43,034 New
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$1.41M +$616K +17,657 +73%
KWM
29
Kingsview Wealth Management
Oregon
$1.41M +$1.46M +41,832 New
Truist Financial
30
Truist Financial
North Carolina
$1.32M +$1.36M +39,109 New
Citadel Advisors
31
Citadel Advisors
Florida
$1.28M -$152K -4,358 -10%
AWS
32
Atria Wealth Solutions
New York
$1.02M +$193K +5,527 +22%
NA
33
NewEdge Advisors
Louisiana
$993K +$1.03M +29,474 New
IFG
34
Independent Financial Group
California
$982K +$1.02M +29,146 New
WEG
35
World Equity Group
Illinois
$955K +$73K +2,093 +8%
KAS
36
Kestra Advisory Services
Texas
$887K +$289K +8,298 +46%
SMC
37
Smith, Moore & Co
Missouri
$842K +$117K +3,350 +15%
PFA
38
Pinnacle Family Advisors
Missouri
$823K +$851K +24,414 New
NW
39
NewEdge Wealth
Pennsylvania
$803K +$831K +23,833 New
TSMHT
40
Thurston Springer Miller Herd & Titak
Indiana
$752K +$70.4K +2,020 +10%
RBWA
41
RFG - Bristol Wealth Advisors
Massachusetts
$683K +$707K +20,271 New
SA
42
Sanctuary Advisors
Indiana
$629K +$105K +3,015 +19%
HI
43
Harbour Investments
Wisconsin
$599K +$315K +9,027 +103%
BCP
44
Blackhawk Capital Partners
Wisconsin
$579K +$599K +17,183 New
MWM
45
Maridea Wealth Management
New York
$525K +$220K +6,302 +68%
WWA
46
Wealth Watch Advisors
Colorado
$521K +$539K +15,460 New
GWM
47
Geneos Wealth Management
Colorado
$504K +$346K +9,914 +196%
P
48
&Partners
Tennessee
$498K +$184K +5,277 +61%
GVAG
49
Great Valley Advisor Group
Delaware
$481K +$498K +14,279 New
DC
50
Davenport & Co
Virginia
$454K -$28K -803 -6%