First Trust Active Factor LaAFGRETF
13F holders, Q1 2024 (March 31)33holders
1famous investor
$27.49avg. 13F price*
At the end of Q1 2024, 33 institutions reported holding First Trust Active Factor La (AFGR) in their 13F filings. The largest holders were LPL Financial LLC ($16.3M), Ausdal Financial Partners, Inc. ($5.5M) and Cambridge Investment Research Advisors, Inc. ($4.8M). 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 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $4.5M |
| Exits | 5 | $1.1M |
Ownership 33 holders
| LPL Financial LLC | 0.01% | Add +5.4% | 590,956 | $16.3M |
| Ausdal Financial Partners, Inc. | 0.64% | Add +0.1% | 198,813 | $5.5M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +40.1% | 173,738 | $4.8M |
| Harbour Investments, Inc. | 0.12% | Add +33.4% | 122,874 | $3.4M |
| Osaic Holdings, Inc. | 0.01% | Reduce -5.0% | 109,869 | $3.0M |
| StoneX Group Inc. | 0.18% | No change | 72,563 | $2.0M |
| Western Wealth Management, LLC | 0.13% | Add +19.1% | 62,225 | $1.7M |
| Total Investment Management Inc. | 0.21% | Add +0.2% | 59,620 | $1.6M |
| Arax Advisory Partners | 0.17% | New | 58,350 | $1.6M |
| World Equity Group, Inc. | 0.29% | New | 50,716 | $1.4M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +19.9% | 34,122 | $938K |
| Arkadios Wealth Advisors | 0.07% | Reduce -1.9% | 33,621 | $925K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -37.5% | 26,052 | $716K |
| Citadel Advisors | 0.00% | New | 24,535 | $675K |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -16.2% | 23,877 | $657K |
| Cetera Investment Advisers | 0.00% | New | 21,447 | $590K |
| Private Advisor Group, LLC | 0.00% | Reduce -2.6% | 17,596 | $484K |
| Gateway Wealth Partners, LLC | 0.15% | Add +54.3% | 14,761 | $406K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -2.3% | 13,731 | $378K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +20.3% | 13,574 | $373K |
| Insigneo Advisory Services, LLC | 0.04% | Reduce -44.7% | 12,882 | $354K |
| Centric Wealth Management | 0.08% | Add +9.9% | 10,113 | $262K |
| Commonwealth Equity Services, LLC | 0.00% | Add +7.5% | 9,230 | $254K |
| Cwm, LLC | 0.00% | New | 6,822 | $188K |
| Royal Bank of Canada | 0.00% | Add +263.1% | 6,769 | $186K |
| Private Trust Co. NA | 0.01% | Reduce -26.1% | 3,955 | $109K |
| Carmichael Hill & Associates, Inc. | 0.02% | New | 2,000 | $55K |
| Global Retirement Partners, LLC | 0.00% | No change | 570 | $16K |
| Caitlin John, LLC | 0.01% | No change | 313 | $9K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 247 | $7K |
| IFP Advisors, Inc | 0.00% | New | 69 | $2K |
| NFSG Corp | 0.00% | New | 31 | $853 |
| Larson Financial Group LLC | 0.00% | No change | 7 | $193 |
"% 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.