First Trust Active Factor Mid Cap ETF
AFMC
10 hedge funds and large institutions have $4.24M invested in First Trust Active Factor Mid Cap ETF in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 1 closing their positions.
500% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 1
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
100% more funds holding
Funds holding: 5 → 10 (+5)
61% more capital invested
Capital invested by funds: $2.64M → $4.24M (+$1.6M)
42.72% more ownership
Funds ownership: 36.72% → 79.44% (+43%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$1.51M |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
+$655K |
| 3 |
SPIA
Steward Partners Investment Advisory
New York
|
+$43.6K |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$20.9K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$20.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$719K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$617K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KAS
1
Kestra Advisory Services
Austin,
Texas
| $1.65M | +$1.51M | +61,896 | New |
|
|
TRCT
2
Tower Research Capital (TRC)
New York
| $716K | +$655K | +26,835 | New |
|
|
3
Cetera Investment Advisers
Schaumburg,
Illinois
| $498K | +$20.9K | +858 | +5% |
|
|
4
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $450K | -$719K | -29,485 | -64% |
|
|
5
Osaic Holdings
Scottsdale,
Arizona
| $327K | +$20.6K | +843 | +7% |
|
|
OC
6
OxenFree Capital
Satellite Beach,
Florida
| $288K | +$263K | +10,792 | New |
|
|
SMC
7
Smith, Moore & Co
Clayton,
Missouri
| $246K | +$9.76K | +400 | +5% |
|
|
SPIA
8
Steward Partners Investment Advisory
New York
| $47.7K | +$43.6K | +1,786 | New |
|
9
UBS Group
Zurich,
Switzerland
| $15.3K | +$14K | +574 | New |
|
10
Morgan Stanley
New York
| $64 | +$49 | +2 | New |
|
|
11
Citadel Advisors
Miami,
Florida
| – | -$617K | -25,780 | Closed |
|
AFMC Hedge Fund Activity: Q4 2023 in Review
10 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in First Trust Active Factor Mid Cap ETF (AFMC) for Q4 2023, worth a combined $4.24M — up 61% from $2.64M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new AFMC positions and 1 closed out — a net gain of 5 holders — while 3 added to existing stakes and 1 trimmed.
The largest buyer was Kestra Advisory Services, opening a new position worth an estimated $1.51M. The largest seller was Susquehanna International Group, cutting an estimated $719K.
- 10 institutional investors held First Trust Active Factor Mid Cap ETF (AFMC) as of Q4 2023, up from 5 in Q3 2023.
- Funds reported $4.24M of First Trust Active Factor Mid Cap ETF stock for Q4 2023, up 61% quarter-over-quarter.
- 6 funds opened new First Trust Active Factor Mid Cap ETF positions in Q4 2023 and 1 closed out, a net change of +5 holders.
- The largest First Trust Active Factor Mid Cap ETF buyer in Q4 2023 was Kestra Advisory Services, an estimated $1.51M added.
- The largest First Trust Active Factor Mid Cap ETF seller in Q4 2023 was Susquehanna International Group, an estimated $719K sold.
Based on aggregated 13F filings for Q4 2023.