First Trust Active Factor Mid Cap ETF
AFMC
5 hedge funds and large institutions have $985K invested in First Trust Active Factor Mid Cap ETF in 2021 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 0 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
151% more capital invested
Capital invested by funds: $392K → $985K (+$593K)
67% more funds holding
Funds holding: 3 → 5 (+2)
42.44% more ownership
Funds ownership: 31.49% → 73.93% (+42%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LWAC
Laurel Wealth Advisors (California)
Solana Beach,
California
|
+$585K |
| 2 |
SMC
Smith, Moore & Co
Clayton,
Missouri
|
+$246K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$392 |
| 4 |
SWM
Spire Wealth Management
Mclean,
Virginia
|
+$26 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TRCT
Tower Research Capital (TRC)
New York
|
-$263K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LWAC
1
Laurel Wealth Advisors (California)
Solana Beach,
California
| $596K | +$585K | +22,372 | New |
|
|
SMC
2
Smith, Moore & Co
Clayton,
Missouri
| $251K | +$246K | +9,406 | New |
|
|
IA
3
IFP Advisors
Tampa,
Florida
| $103K | – | – | – |
|
|
SWM
4
Spire Wealth Management
Mclean,
Virginia
| $35K | +$26 | +1 | +0.1% |
|
|
TRCT
5
Tower Research Capital (TRC)
New York
| – | -$263K | -10,572 | Closed |
|
|
6
UBS Group
Zurich,
Switzerland
| – | +$392 | +15 | New |
|
AFMC Hedge Fund Activity: Q4 2021 in Review
5 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in First Trust Active Factor Mid Cap ETF (AFMC) for Q4 2021, worth a combined $985K — up 151% from $392K a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new AFMC positions and 1 closed out — a net gain of 2 holders — while 1 added to existing stakes and 0 trimmed.
The largest buyer was Laurel Wealth Advisors (California), opening a new position worth an estimated $585K. The largest seller was Tower Research Capital (TRC), exiting entirely with an estimated $263K sold.
- 5 institutional investors held First Trust Active Factor Mid Cap ETF (AFMC) as of Q4 2021, up from 3 in Q3 2021.
- Funds reported $985K of First Trust Active Factor Mid Cap ETF stock for Q4 2021, up 151% quarter-over-quarter.
- 3 funds opened new First Trust Active Factor Mid Cap ETF positions in Q4 2021 and 1 closed out, a net change of +2 holders.
- The largest First Trust Active Factor Mid Cap ETF buyer in Q4 2021 was Laurel Wealth Advisors (California), an estimated $585K added.
- The largest First Trust Active Factor Mid Cap ETF seller in Q4 2021 was Tower Research Capital (TRC), an estimated $263K sold.
Based on aggregated 13F filings for Q4 2021.