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First Trust Active Factor Large Cap ETF

50 hedge funds and large institutions have $66.3M invested in First Trust Active Factor Large Cap ETF in 2024 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 8 increasing their positions, 1 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,279% more capital invested

Capital invested by funds: $4.81M → $66.3M (+$61.5M)

700% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 1

317% more funds holding

Funds holding: 1250 (+38)

108.93% more ownership

Funds ownership: 23.5%132.43% (+109%)

Holders
50
Holders Change
+38
Holders Change %
+316.67%
% of All Funds
0.66%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
39
Increased
8
Reduced
1
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$17M +$17.2M +491,376 New
AssetMark Inc
2
AssetMark Inc
California
$5.5M +$5.57M +159,355 New
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$4.54M +$4.25M +121,603 +1,246%
MF
4
Manchester Financial
California
$3M +$2.32M +66,390 +324%
LPL Financial
5
LPL Financial
California
$2.82M +$2.86M +81,800 New
AWM
6
AE Wealth Management
Kansas
$2.27M +$2.29M +65,610 New
Bank of New York Mellon
7
Bank of New York Mellon
New York
$2.09M +$2.12M +60,562 New
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$1.95M +$1.97M +56,407 New
GPW
9
Gentry Private Wealth
Kansas
$1.86M +$1.89M +54,003 New
PFS
10
Prospera Financial Services
Texas
$1.84M +$1.86M +53,217 New
Citadel Advisors
11
Citadel Advisors
Florida
$1.46M +$1.48M +42,205 New
BCI
12
Brinker Capital Investments
Pennsylvania
$1.44M +$1.46M +41,706 New
OPS
13
Orion Portfolio Solutions
Nebraska
$1.44M +$1.46M +41,706 New
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$1.43M +$1.44M +41,285 New
Envestnet Portfolio Solutions
15
Envestnet Portfolio Solutions
Illinois
$1.4M +$1.42M +40,523 New
AI
16
Atria Investments
North Carolina
$1.39M +$1.4M +40,112 New
BEI
17
Benjamin Edwards Inc
Missouri
$1.32M +$1.34M +38,208 New
BAWC
18
Boyce & Associates Wealth Consulting
Texas
$1.29M +$511K +14,603 +64%
OFS
19
OneAscent Financial Services
Alabama
$997K +$1.01M +28,869 New
Osaic Holdings
20
Osaic Holdings
Arizona
$947K +$906K +25,891 +1,677%
PAS
21
Park Avenue Securities
New York
$927K +$939K +26,839 New
WEG
22
World Equity Group
Illinois
$907K +$542K +15,498 +144%
AWS
23
Atria Wealth Solutions
New York
$859K +$870K +24,865 New
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$837K +$848K +24,251 New
SMC
25
Smith, Moore & Co
Missouri
$748K +$182K +5,190 +32%