First Trust Active Factor LaAFGRETF
13F holders, Q4 2024 (December 31)34holders +1
5new positions
4sold out
1famous investor
$30.21avg. 13F price*
At the end of Q4 2024, 34 institutions reported holding First Trust Active Factor La (AFGR) in their 13F filings, up 1 from Q3 2024. 5 opened new positions and 4 sold out. The largest holders were LPL Financial LLC ($16.6M), Ausdal Financial Partners, Inc. ($3.0M) and Cetera Investment Advisers ($2.9M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $1.5M |
| Exits | 4 | $502K |
All 13F filers, Q3 2024 → Q4 2024: 127,750 shares bought and 117,616 shares sold, net +10,134 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 34 holders
| LPL Financial LLC | 0.01% | Add +3.7% | 550,785 | $16.6M |
| Ausdal Financial Partners, Inc. | 0.26% | Reduce -9.2% | 98,967 | $3.0M |
| Cetera Investment Advisers | 0.01% | Add +22.6% | 95,601 | $2.9M |
| Arax Advisory Partners | 0.17% | Add +2.6% | 91,909 | $2.8M |
| Harbour Investments, Inc. | 0.07% | Add +39.5% | 75,078 | $2.3M |
| StoneX Group Inc. | 0.11% | No change | 67,356 | $2.0M |
| Total Investment Management Inc. | 0.25% | Add +3.1% | 59,568 | $1.8M |
| Osaic Holdings, Inc. | 0.00% | Reduce -52.6% | 53,070 | $1.6M |
| Western Wealth Management, LLC | 0.08% | Reduce -2.0% | 46,625 | $1.4M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -16.7% | 38,658 | $1.2M |
| Citadel Advisors | 0.00% | New | 37,851 | $1.1M |
| TCFG Wealth Management, LLC | 0.47% | Reduce -5.8% | 30,589 | $924K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +0.2% | 22,123 | $668K |
| Goldman Sachs Group Inc. | 0.00% | Add +44.1% | 20,993 | $634K |
| Gateway Wealth Partners, LLC | 0.15% | Add +0.3% | 19,313 | $583K |
| Arkadios Wealth Advisors | 0.03% | Reduce -28.1% | 17,778 | $537K |
| Private Advisor Group, LLC | 0.00% | Reduce -1.5% | 17,249 | $521K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -13.6% | 16,062 | $485K |
| Hobart Private Capital, LLC | 0.11% | Add +66.1% | 15,028 | $454K |
| Centric Wealth Management | 0.12% | Add +35.3% | 14,992 | $453K |
| DAVENPORT & Co LLC | 0.00% | Reduce -21.2% | 9,173 | $277K |
| Equitable Holdings, Inc. | 0.00% | New | 7,814 | $236K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -50.5% | 7,320 | $221K |
| Park Square Financial Group, LLC | 0.10% | — | 4,558 | $138K |
| Private Trust Co. NA | 0.01% | No change | 4,358 | $132K |
| MAI Capital Management | 0.00% | New | 2,000 | $60K |
| UBS Group AG | 0.00% | New | 860 | $26K |
| Global Retirement Partners, LLC | 0.00% | No change | 570 | $17K |
| Morgan Stanley | 0.00% | Add +35.2% | 461 | $14K |
| Davis Capital Management | 0.01% | No change | 430 | $13K |
| Caitlin John, LLC | 0.01% | No change | 313 | $9K |
| Cwm, LLC | 0.00% | Reduce -79.2% | 204 | $6K |
| NFSG Corp | 0.00% | No change | 31 | $937 |
| Synergy Asset Management, LLC | 0.00% | New | 3 | $85 |
"% 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.