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First Trust Active Factor Mid Cap ETF
AFMC

15 hedge funds and large institutions have $22.2M invested in First Trust Active Factor Mid Cap ETF in 2024 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 3 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

310% more capital invested

Capital invested by funds: $5.42M → $22.2M (+$16.8M)

133% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 3

25% more funds holding

Funds holding: 12 → 15 (+3)

18.08% more ownership

Funds ownership: 71.63% → 89.7% (+18%)

Holders
15
Holders Change
+3
Holders Change %
+25%
% of All Funds
0.22%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
3
Increased
7
Reduced
3
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CJH
Christopher J. Hasenberg
Wisconsin
+$14.3M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$2.83M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$60.3K
4
Osaic Holdings
Osaic Holdings
Arizona
+$15.3K
5
IAIM
International Assets Investment Management
Florida
+$14.3K

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$103K
2
SMC
Smith, Moore & Co
Missouri
-$10.5K
3
KAS
Kestra Advisory Services
Texas
-$1.14K
Name Holding Trade Value Shares
Change 		Change in
Stake
CJH
1
Christopher J. Hasenberg
Wisconsin
$14.2M +$14.3M +487,126 +87,455%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$2.81M +$2.83M +96,500 New
KAS
3
Kestra Advisory Services
Texas
$1.81M -$1.14K -39 -0.1%
Citadel Advisors
4
Citadel Advisors
Florida
$946K -$103K -3,519 -10%
PFG
5
Prosperity Financial Group
California
$568K +$7.7K +263 +1%
TRCT
6
Tower Research Capital (TRC)
New York
$417K +$2.2K +75 +0.5%
Osaic Holdings
7
Osaic Holdings
Arizona
$405K +$15.3K +521 +4%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$396K +$60.3K +2,058 +18%
OC
9
OxenFree Capital
Florida
$353K +$5.71K +195 +2%
SMC
10
Smith, Moore & Co
Missouri
$231K -$10.5K -360 -4%
SPIA
11
Steward Partners Investment Advisory
New York
$46.2K – – –
IAIM
12
International Assets Investment Management
Florida
$14.3K +$14.3K +490 New
HI
13
Harbour Investments
Wisconsin
$12.3K – – –
UBS Group
14
UBS Group
Switzerland
$2.92K +$2.9K +99 +9,900%
Morgan Stanley
15
Morgan Stanley
New York
$40 +$29 +1 New

AFMC Hedge Fund Activity: Q2 2024 in Review

15 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in First Trust Active Factor Mid Cap ETF (AFMC) for Q2 2024, worth a combined $22.2M — up 310% from $5.42M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new AFMC positions and 0 closed out — a net gain of 3 holders — while 7 added to existing stakes and 3 trimmed.

The largest buyer was Christopher J. Hasenberg, adding an estimated $14.3M. The largest seller was Citadel Advisors, cutting an estimated $103K.

  • 15 institutional investors held First Trust Active Factor Mid Cap ETF (AFMC) as of Q2 2024, up from 12 in Q1 2024.
  • Funds reported $22.2M of First Trust Active Factor Mid Cap ETF stock for Q2 2024, up 310% quarter-over-quarter.
  • 3 funds opened new First Trust Active Factor Mid Cap ETF positions in Q2 2024 and 0 closed out, a net change of +3 holders.
  • The largest First Trust Active Factor Mid Cap ETF buyer in Q2 2024 was Christopher J. Hasenberg, an estimated $14.3M added.
  • The largest First Trust Active Factor Mid Cap ETF seller in Q2 2024 was Citadel Advisors, an estimated $103K sold.

Based on aggregated 13F filings for Q2 2024.