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First Trust Active Factor Large Cap ETF

109 hedge funds and large institutions have $438M invested in First Trust Active Factor Large Cap ETF in 2026 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 64 increasing their positions, 24 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

167% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 24

31% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 13

19% more capital invested

Capital invested by funds: $367M → $438M (+$70.5M)

10.09% more ownership

Funds ownership: 79.24%89.33% (+10%)

1% more funds holding

Funds holding: 108109 (+1)

Holders
109
Holders Change
+1
Holders Change %
+0.93%
% of All Funds
1.34%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.05%
New
17
Increased
64
Reduced
24
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$129M +$39.1M +983,242 +41%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$43.5M +$13.2M +332,346 +42%
Stifel Financial
3
Stifel Financial
Missouri
$26.1M +$12.2M +307,643 +83%
AAP
4
Arax Advisory Partners
Colorado
$21.6M +$1.47M +36,823 +7%
SFO
5
Stenger Family Office
Illinois
$16.2M +$16.8M +420,939 New
AssetMark Inc
6
AssetMark Inc
California
$15.9M +$4.15M +104,214 +34%
PFS
7
Prospera Financial Services
Texas
$15.7M +$986K +24,764 +6%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$14.9M +$3.4M +85,324 +28%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$14M +$1.37M +34,431 +11%
KWM
10
Kingsview Wealth Management
Oregon
$7.35M -$1.47M -37,028 -16%
GWP
11
Gateway Wealth Partners
Wisconsin
$6.87M +$4.59M +115,179 +183%
BEI
12
Benjamin Edwards Inc
Missouri
$6.86M +$2.64M +66,425 +60%
IWC
13
Integrated Wealth Concepts
Massachusetts
$6.46M +$5.43M +136,409 +440%
KPWS
14
Kestra Private Wealth Services
Texas
$5.84M -$186K -4,677 -3%
Truist Financial
15
Truist Financial
North Carolina
$4.53M +$68K +1,708 +1%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$4.27M +$1.33M +33,401 +43%
MOS
17
MGO One Seven
Ohio
$4.16M +$812K +20,389 +23%
MWM
18
Maridea Wealth Management
New York
$4.12M +$296K +7,428 +7%
IA
19
IFP Advisors
Florida
$4.07M +$802K +20,149 +24%
Osaic Holdings
20
Osaic Holdings
Arizona
$4M +$707K +17,757 +21%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$3.97M +$1.59M +39,893 +63%
IWM
22
Iams Wealth Management
Nebraska
$3.63M +$968K +24,300 +35%
CIA
23
Concurrent Investment Advisors
Florida
$3.51M +$146K +3,667 +4%
WWMP
24
Wagner Wealth Management (Pennsylvania)
Pennsylvania
$3.46M +$1.04M +26,102 +41%
AI
25
Atria Investments
North Carolina
$3.2M +$682K +17,123 +26%