First Trust Active Factor LaAFGRETF
13F holders, Q2 2025 (June 30)37holders +3
4new positions
1sold out
1famous investor
$33.66avg. 13F price*
At the end of Q2 2025, 37 institutions reported holding First Trust Active Factor La (AFGR) in their 13F filings, up 3 from Q1 2025. 4 opened new positions and 1 sold out. The largest holders were LPL Financial LLC ($13.4M), Cetera Investment Advisers ($3.5M) and Arax Advisory Partners ($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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $1.8M |
| Exits | 1 | $691K |
All 13F filers, Q1 2025 → Q2 2025: 133,085 shares bought and 320,188 shares sold, net −187,103 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 37 holders
| LPL Financial LLC | 0.00% | Reduce -27.7% | 399,486 | $13.4M |
| Cetera Investment Advisers | 0.01% | Add +4.4% | 104,875 | $3.5M |
| Arax Advisory Partners | 0.14% | Add +0.2% | 92,581 | $3.1M |
| Ausdal Financial Partners, Inc. | 0.20% | Reduce -6.3% | 87,499 | $2.9M |
| Goldman Sachs Group Inc. | 0.00% | Add +232.0% | 76,841 | $2.6M |
| Osaic Holdings, Inc. | 0.00% | Reduce -1.6% | 57,207 | $1.9M |
| Tower Research Capital LLC (TRC) | 0.03% | Add +10.9% | 34,992 | $1.2M |
| StoneX Group Inc. | 0.05% | Reduce -52.7% | 31,884 | $1.1M |
| Private Advisor Group, LLC | 0.01% | Add +93.8% | 31,757 | $1.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -9.9% | 30,605 | $1.0M |
| TCFG Wealth Management, LLC | 0.45% | Reduce -4.4% | 29,132 | $980K |
| Harbour Investments, Inc. | 0.02% | Reduce -13.1% | 27,315 | $919K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +4.8% | 26,605 | $895K |
| Gateway Wealth Partners, LLC | 0.15% | Reduce -6.9% | 22,950 | $772K |
| Raymond James Financial Inc. | 0.00% | New | 21,435 | $721K |
| Two Sigma Investments, LP | 0.00% | New | 20,900 | $703K |
| Centric Wealth Management | 0.15% | Add +3.8% | 18,225 | $631K |
| Hobart Private Capital, LLC | 0.10% | Reduce -27.6% | 13,111 | $441K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -7.2% | 11,987 | $403K |
| Equitable Holdings, Inc. | 0.00% | Add +18.1% | 10,578 | $356K |
| Citadel Advisors | 0.00% | Reduce -66.3% | 10,284 | $346K |
| Arkadios Wealth Advisors | 0.01% | Reduce -24.2% | 9,891 | $333K |
| Aurora Private Wealth, Inc. | 0.24% | New | 9,715 | $327K |
| DAVENPORT & Co LLC | 0.00% | Reduce -0.8% | 8,397 | $282K |
| Western Wealth Management, LLC | 0.01% | Reduce -21.2% | 7,075 | $238K |
| Consultiva Wealth Management, Corp. | 0.52% | No change | 5,000 | $168K |
| Park Square Financial Group, LLC | 0.10% | Reduce -10.1% | 4,100 | $138K |
| Private Trust Co. NA | 0.01% | No change | 4,059 | $137K |
| MAI Capital Management | 0.00% | No change | 2,000 | $67K |
| GPS Wealth Strategies Group, LLC | 0.01% | No change | 1,520 | $51K |
| Global Retirement Partners, LLC | 0.00% | — | 570 | $19K |
| Morgan Stanley | 0.00% | No change | 461 | $16K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 403 | $14K |
| Total Investment Management Inc. | 0.00% | Reduce -99.5% | 285 | $10K |
| Cwm, LLC | 0.00% | No change | 204 | $7K |
| UBS Group AG | 0.00% | Reduce -84.9% | 100 | $3K |
| NFSG Corp | 0.00% | No change | 31 | $1K |
"% 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.