First Trust Active Factor LaAFGRETF
13F holders, Q2 2024 (June 30)34holders +1
4new positions
3sold out
1famous investor
$28.22avg. 13F price*
At the end of Q2 2024, 34 institutions reported holding First Trust Active Factor La (AFGR) in their 13F filings, up 1 from Q1 2024. 4 opened new positions and 3 sold out. The largest holders were LPL Financial LLC ($17.4M), Ausdal Financial Partners, Inc. ($5.4M) and Osaic Holdings, Inc. ($3.1M). 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $104K |
| Exits | 3 | $1.8M |
All 13F filers, Q1 2024 → Q2 2024: 136,666 shares bought and 318,622 shares sold, net −181,956 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 34 holders
| LPL Financial LLC | 0.01% | Add +4.4% | 616,711 | $17.4M |
| Ausdal Financial Partners, Inc. | 0.58% | Reduce -3.3% | 192,316 | $5.4M |
| Osaic Holdings, Inc. | 0.01% | Add +0.4% | 110,272 | $3.1M |
| Arax Advisory Partners | 0.25% | Add +54.5% | 90,120 | $2.5M |
| StoneX Group Inc. | 0.16% | No change | 72,563 | $2.0M |
| Total Investment Management Inc. | 0.22% | Reduce -2.0% | 58,437 | $1.7M |
| Harbour Investments, Inc. | 0.05% | Reduce -58.5% | 51,060 | $1.4M |
| Goldman Sachs Group Inc. | 0.00% | Add +95.0% | 50,804 | $1.4M |
| Western Wealth Management, LLC | 0.10% | Reduce -21.1% | 49,120 | $1.4M |
| Cetera Investment Advisers | 0.00% | Add +95.6% | 41,956 | $1.2M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -78.2% | 37,901 | $1.1M |
| Citadel Advisors | 0.00% | Add +21.1% | 29,708 | $839K |
| Arkadios Wealth Advisors | 0.05% | Reduce -17.7% | 27,670 | $782K |
| Royal Bank of Canada | 0.00% | Add +252.8% | 23,882 | $675K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -33.6% | 22,664 | $640K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -10.9% | 21,268 | $601K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +32.2% | 17,939 | $507K |
| Private Advisor Group, LLC | 0.00% | Add +1.7% | 17,896 | $506K |
| Gateway Wealth Partners, LLC | 0.14% | Add +12.8% | 16,646 | $470K |
| Centric Wealth Management | 0.08% | Add +5.0% | 10,615 | $284K |
| Insigneo Advisory Services, LLC | 0.03% | Reduce -15.4% | 10,899 | $272K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -8.8% | 8,414 | $238K |
| Private Trust Co. NA | 0.01% | Add +11.3% | 4,404 | $124K |
| Cwm, LLC | 0.00% | Reduce -42.7% | 3,907 | $110K |
| International Assets Investment Management, LLC | 0.01% | New | 2,200 | $62K |
| Carmichael Hill & Associates, Inc. | 0.02% | No change | 2,000 | $57K |
| UBS Group AG | 0.00% | New | 719 | $20K |
| Global Retirement Partners, LLC | 0.00% | No change | 570 | $16K |
| Davis Capital Management | 0.01% | New | 430 | $12K |
| Morgan Stanley | 0.00% | New | 341 | $10K |
| 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% | No change | 69 | $2K |
| NFSG Corp | 0.00% | No change | 31 | $876 |
"% 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.