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First Trust Active Factor Mid Cap ETF
AFMC

4 hedge funds and large institutions have $2.76M invested in First Trust Active Factor Mid Cap ETF in 2023 Q2 according to their latest regulatory filings, with 0 funds opening new positions, increasing their positions, 3 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% less funds holding

Funds holding: 5 → 4 (-1)

32% less capital invested

Capital invested by funds: $4.07M → $2.76M (-$1.31M)

32.52% less ownership

Funds ownership: 87.92% → 55.4% (-33%)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 1

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 3

Holders
4
Holders Change
-1
Holders Change %
-20%
% of All Funds
0.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
–
Reduced
3
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
-$955K
2
TRCT
Tower Research Capital (TRC)
New York
-$556K
3
Citadel Advisors
Citadel Advisors
Florida
-$1.26K
4
UBS Group
UBS Group
Switzerland
-$301
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$1.2M -$955K -41,050 -46%
Citadel Advisors
2
Citadel Advisors
Florida
$896K -$1.26K -54 -0.1%
TRCT
3
Tower Research Capital (TRC)
New York
$438K -$556K -23,925 -58%
SMC
4
Smith, Moore & Co
Missouri
$219K – – –
UBS Group
5
UBS Group
Switzerland
– -$301 -13 Closed

AFMC Hedge Fund Activity: Q2 2023 in Review

4 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in First Trust Active Factor Mid Cap ETF (AFMC) for Q2 2023, worth a combined $2.76M — down 32% from $4.07M a quarter earlier.

Sellers outnumbered buyers: 1 fund closed out of AFMC and 0 opened new positions — a net loss of 1 holder — while 3 trimmed existing stakes and 0 added.

The largest seller was Osaic Holdings, cutting an estimated $955K.

  • 4 institutional investors held First Trust Active Factor Mid Cap ETF (AFMC) as of Q2 2023, down from 5 in Q1 2023.
  • Funds reported $2.76M of First Trust Active Factor Mid Cap ETF stock for Q2 2023, down 32% quarter-over-quarter.
  • 0 funds opened new First Trust Active Factor Mid Cap ETF positions in Q2 2023 and 1 closed out, a net change of -1 holder.
  • The largest First Trust Active Factor Mid Cap ETF seller in Q2 2023 was Osaic Holdings, an estimated $955K sold.

Based on aggregated 13F filings for Q2 2023.