First Trust Active Factor LaAFGRETF
13F holders, Q1 2025 (March 31)34holders
3new positions
2sold out
1famous investor
$27.31avg. 13F price*
At the end of Q1 2025, 34 institutions reported holding First Trust Active Factor La (AFGR) in their 13F filings, unchanged from Q4 2024. 3 opened new positions and 2 sold out. The largest holders were LPL Financial LLC ($15.1M), Cetera Investment Advisers ($2.7M) and Ausdal Financial Partners, Inc. ($2.5M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $869K |
| Exits | 2 | $10K |
All 13F filers, Q4 2024 → Q1 2025: 86,096 shares bought and 112,193 shares sold, net −26,097 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 34 holders
| LPL Financial LLC | 0.01% | Add +0.4% | 552,829 | $15.1M |
| Cetera Investment Advisers | 0.01% | Add +5.1% | 100,447 | $2.7M |
| Ausdal Financial Partners, Inc. | 0.19% | Reduce -5.7% | 93,339 | $2.5M |
| Arax Advisory Partners | 0.16% | Add +0.5% | 92,389 | $2.5M |
| StoneX Group Inc. | 0.10% | Add +0.1% | 67,406 | $1.8M |
| Osaic Holdings, Inc. | 0.00% | Add +9.6% | 58,139 | $1.6M |
| Total Investment Management Inc. | 0.20% | Reduce -4.9% | 56,661 | $1.5M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -12.1% | 33,971 | $928K |
| Tower Research Capital LLC (TRC) | 0.03% | Add +331.0% | 31,550 | $862K |
| Harbour Investments, Inc. | 0.02% | Reduce -58.2% | 31,415 | $858K |
| Citadel Advisors | 0.00% | Reduce -19.3% | 30,564 | $835K |
| TCFG Wealth Management, LLC | 0.42% | Reduce -0.3% | 30,486 | $833K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +14.8% | 25,399 | $694K |
| Susquehanna International Group, LLP | 0.00% | New | 25,306 | $691K |
| Gateway Wealth Partners, LLC | 0.15% | Add +27.6% | 24,646 | $673K |
| Goldman Sachs Group Inc. | 0.00% | Add +10.3% | 23,145 | $632K |
| Hobart Private Capital, LLC | 0.12% | Add +20.6% | 18,119 | $495K |
| Centric Wealth Management | 0.13% | Add +17.1% | 17,551 | $479K |
| Private Advisor Group, LLC | 0.00% | Reduce -5.0% | 16,387 | $448K |
| Arkadios Wealth Advisors | 0.01% | Reduce -26.6% | 13,043 | $356K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -19.6% | 12,913 | $353K |
| Western Wealth Management, LLC | 0.02% | Reduce -80.8% | 8,975 | $245K |
| Equitable Holdings, Inc. | 0.00% | Add +14.6% | 8,954 | $245K |
| DAVENPORT & Co LLC | 0.00% | Reduce -7.7% | 8,463 | $231K |
| Consultiva Wealth Management, Corp. | 0.47% | New | 5,000 | $137K |
| Park Square Financial Group, LLC | 0.10% | No change | 4,558 | $124K |
| Private Trust Co. NA | 0.01% | Reduce -6.9% | 4,059 | $111K |
| MAI Capital Management | 0.00% | No change | 2,000 | $55K |
| GPS Wealth Strategies Group, LLC | 0.01% | New | 1,520 | $42K |
| UBS Group AG | 0.00% | Reduce -22.9% | 663 | $18K |
| Morgan Stanley | 0.00% | No change | 461 | $13K |
| Davis Capital Management | 0.01% | No change | 430 | $12K |
| Cwm, LLC | 0.00% | No change | 204 | $6K |
| NFSG Corp | 0.00% | No change | 31 | $847 |
"% 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.