First Trust Active Factor LaAFGRETF
13F holders, Q2 2026 (June 30)36holders +2
5new positions
2sold out
1famous investor
$36.54avg. 13F price*
At the end of Q2 2026, 36 institutions reported holding First Trust Active Factor La (AFGR) in their 13F filings, up 2 from Q1 2026. 5 opened new positions and 2 sold out. The largest holders were Kirkwood Financial Services ($13.3M), Osaic Holdings, Inc. ($11.6M) and LPL Financial LLC ($10.4M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- First Trust Active Factor La
- CUSIP
- 33740F789
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $1.0M |
| Exits | 2 | $872K |
All 13F filers, Q1 2026 → Q2 2026: 142,930 shares bought and 172,854 shares sold, net −29,924 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 36 holders
| Kirkwood Financial Services | 3.80% | Add +5.0% | 364,178 | $13.3M |
| Osaic Holdings, Inc. | 0.01% | Reduce -14.1% | 318,793 | $11.6M |
| LPL Financial LLC | 0.00% | Reduce -8.6% | 284,259 | $10.4M |
| Cetera Investment Advisers | 0.00% | Reduce -3.7% | 107,989 | $3.9M |
| Goldman Sachs Group Inc. | 0.00% | Add +83.6% | 87,993 | $3.2M |
| Arax Advisory Partners | 0.02% | Reduce -1.2% | 83,416 | $3.0M |
| Ausdal Financial Partners, Inc. | 0.10% | Reduce -1.1% | 70,661 | $2.6M |
| Tower Research Capital LLC (TRC) | 0.05% | Add +179.4% | 52,505 | $1.9M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +15.1% | 44,374 | $1.6M |
| Private Advisor Group, LLC | 0.01% | Add +0.8% | 32,937 | $1.2M |
| Raymond James Financial Inc. | 0.00% | Add +13.1% | 32,328 | $1.2M |
| TCFG Investment Advisors, LLC | 0.34% | No change | 27,860 | $1.0M |
| Aurora Private Wealth, Inc. | 0.63% | Reduce -24.0% | 27,012 | $987K |
| Harbour Investments, Inc. | 0.01% | Reduce -3.2% | 25,712 | $940K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -41.9% | 24,036 | $878K |
| Citadel Advisors | 0.00% | New | 19,516 | $713K |
| Equitable Holdings, Inc. | 0.00% | Add +0.7% | 15,594 | $570K |
| Fiduciary Financial Advisors | 0.05% | Add +84.3% | 14,746 | $539K |
| RFG Advisory, LLC | 0.01% | Add +94.0% | 13,794 | $504K |
| Gateway Wealth Partners, LLC | 0.02% | Reduce -75.2% | 10,714 | $391K |
| Centric Wealth Management | 0.05% | No change | 9,048 | $320K |
| Arkadios Wealth Advisors | 0.00% | Reduce -3.0% | 8,475 | $310K |
| Western Wealth Management, LLC | 0.01% | Reduce -0.1% | 6,390 | $233K |
| Susquehanna International Group, LLP | 0.00% | New | 5,945 | $217K |
| Consultiva Wealth Management, Corp. | 0.41% | No change | 5,000 | $183K |
| Private Trust Co. NA | 0.01% | Reduce -9.4% | 3,444 | $126K |
| JPMorgan Chase & Co. | 0.00% | New | 1,400 | $50K |
| Keating Financial Advisory Services, Inc. | 0.01% | No change | 1,067 | $39K |
| UBS Group AG | 0.00% | New | 917 | $34K |
| Global Retirement Partners, LLC | 0.00% | — | 570 | $21K |
| International Assets Investment Management, LLC | 0.00% | New | 500 | $18K |
| Morgan Stanley | 0.00% | No change | 498 | $18K |
| Fifth Third Bancorp | 0.00% | No change | 450 | $16K |
| Davis Capital Management | 0.01% | No change | 430 | $16K |
| Caitlin John, LLC | 0.01% | No change | 313 | $11K |
| NFSG Corp | 0.00% | No change | 31 | $1K |
"% of holder's portfolio" is AFGR's weight in each manager's 13F, not the share of First Trust Active Factor La the manager owns.