First Trust Active Factor LaAFGRETF
13F holders, Q3 2024 (September 30)33holders −1
3new positions
5sold out
$28.42avg. 13F price*
At the end of Q3 2024, 33 institutions reported holding First Trust Active Factor La (AFGR) in their 13F filings, down 1 from Q2 2024. 3 opened new positions and 5 sold out. The largest holders were LPL Financial LLC ($15.1M), Osaic Holdings, Inc. ($3.2M) and Ausdal Financial Partners, Inc. ($3.1M).
- Company
- First Trust Active Factor La
- CUSIP
- 33740F789
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $797K |
| Exits | 5 | $1.2M |
All 13F filers, Q2 2024 → Q3 2024: 80,195 shares bought and 291,779 shares sold, net −211,584 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 33 holders
| LPL Financial LLC | 0.01% | Reduce -13.9% | 531,127 | $15.1M |
| Osaic Holdings, Inc. | 0.01% | Add +1.6% | 112,018 | $3.2M |
| Ausdal Financial Partners, Inc. | 0.32% | Reduce -43.4% | 108,941 | $3.1M |
| Arax Advisory Partners | 0.23% | Reduce -0.6% | 89,561 | $2.5M |
| Cetera Investment Advisers | 0.00% | Add +85.8% | 77,964 | $2.2M |
| StoneX Group Inc. | 0.14% | Reduce -7.2% | 67,356 | $1.9M |
| Total Investment Management Inc. | 0.18% | Reduce -1.1% | 57,764 | $1.6M |
| Harbour Investments, Inc. | 0.05% | Add +5.4% | 53,832 | $1.5M |
| Western Wealth Management, LLC | 0.08% | Reduce -3.2% | 47,560 | $1.4M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +22.5% | 46,419 | $1.3M |
| TCFG Wealth Management, LLC | 0.47% | — | 32,490 | $923K |
| Arkadios Wealth Advisors | 0.04% | Reduce -10.7% | 24,710 | $702K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -2.6% | 22,082 | $627K |
| Gateway Wealth Partners, LLC | 0.15% | Add +15.7% | 19,263 | $547K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -12.6% | 18,589 | $528K |
| Private Advisor Group, LLC | 0.00% | Reduce -2.2% | 17,508 | $497K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -17.6% | 14,772 | $420K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -71.3% | 14,567 | $414K |
| DAVENPORT & Co LLC | 0.00% | New | 11,641 | $331K |
| Centric Wealth Management | 0.09% | Add +4.4% | 11,081 | $328K |
| Hobart Private Capital, LLC | 0.07% | New | 9,047 | $257K |
| Insigneo Advisory Services, LLC | 0.02% | Reduce -32.0% | 7,408 | $210K |
| Jane Street Group, LLC | 0.00% | New | 7,380 | $210K |
| Private Trust Co. NA | 0.01% | Reduce -1.0% | 4,358 | $124K |
| Royal Bank of Canada | 0.00% | Reduce -88.9% | 2,646 | $75K |
| Carmichael Hill & Associates, Inc. | 0.02% | No change | 2,000 | $57K |
| Cwm, LLC | 0.00% | Reduce -74.9% | 982 | $28K |
| Global Retirement Partners, LLC | 0.00% | No change | 570 | $16K |
| Davis Capital Management | 0.01% | No change | 430 | $12K |
| Morgan Stanley | 0.00% | No change | 341 | $10K |
| Caitlin John, LLC | 0.01% | No change | 313 | $10K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 247 | $7K |
| NFSG Corp | 0.00% | No change | 31 | $881 |
"% 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.