First Trust Active Factor LaAFGRETF
13F holders, Q3 2025 (September 30)33holders −4
1new positions
5sold out
1famous investor
$35.93avg. 13F price*
At the end of Q3 2025, 33 institutions reported holding First Trust Active Factor La (AFGR) in their 13F filings, down 4 from Q2 2025. 1 opened new positions and 5 sold out. The largest holders were LPL Financial LLC ($15.0M), Osaic Holdings, Inc. ($12.6M) and Kirkwood Financial Services ($10.3M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $11K |
| Exits | 5 | $3.3M |
All 13F filers, Q2 2025 → Q3 2025: 373,715 shares bought and 179,481 shares sold, net +194,234 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 33 holders
| LPL Financial LLC | 0.00% | Add +4.0% | 415,270 | $15.0M |
| Osaic Holdings, Inc. | 0.02% | Add +533.0% | 362,142 | $12.6M |
| Kirkwood Financial Services | 3.81% | — | 283,603 | $10.3M |
| Cetera Investment Advisers | 0.00% | Add +8.2% | 113,521 | $4.1M |
| Ausdal Financial Partners, Inc. | 0.14% | Reduce -9.9% | 78,814 | $2.9M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +11.2% | 34,020 | $1.2M |
| Private Advisor Group, LLC | 0.01% | Add +6.1% | 33,682 | $1.2M |
| Citadel Advisors | 0.00% | Add +223.3% | 33,249 | $1.2M |
| StoneX Group Inc. | 0.05% | Add +0.6% | 32,069 | $1.2M |
| TCFG Wealth Management, LLC | 0.42% | Reduce 0.0% | 29,131 | $1.1M |
| Kestra Private Wealth Services, LLC | 0.01% | Add +3.3% | 27,485 | $996K |
| Harbour Investments, Inc. | 0.02% | Reduce -2.4% | 26,659 | $966K |
| Raymond James Financial Inc. | 0.00% | Add +21.1% | 25,950 | $940K |
| Two Sigma Investments, LP | 0.00% | Add +17.2% | 24,500 | $888K |
| Gateway Wealth Partners, LLC | 0.11% | Reduce -3.3% | 22,188 | $804K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -72.3% | 21,323 | $773K |
| Tower Research Capital LLC (TRC) | 0.02% | Reduce -42.7% | 20,042 | $726K |
| Centric Wealth Management | 0.15% | Reduce -0.9% | 18,068 | $667K |
| Equitable Holdings, Inc. | 0.00% | Add +61.2% | 17,049 | $618K |
| Hobart Private Capital, LLC | 0.10% | Add +0.6% | 13,192 | $478K |
| Arkadios Wealth Advisors | 0.01% | No change | 9,891 | $358K |
| DAVENPORT & Co LLC | 0.00% | Reduce -2.9% | 8,158 | $296K |
| Western Wealth Management, LLC | 0.01% | Reduce -8.2% | 6,495 | $235K |
| Consultiva Wealth Management, Corp. | 0.51% | No change | 5,000 | $181K |
| Private Trust Co. NA | 0.01% | No change | 4,059 | $147K |
| MAI Capital Management | 0.00% | No change | 2,000 | $72K |
| GPS Wealth Strategies Group, LLC | 0.01% | No change | 1,520 | $55K |
| Global Retirement Partners, LLC | 0.00% | No change | 570 | $21K |
| Davis Capital Management | 0.01% | — | 430 | $16K |
| Caitlin John, LLC | 0.01% | New | 313 | $11K |
| Morgan Stanley | 0.00% | Reduce -57.3% | 197 | $7K |
| NFSG Corp | 0.00% | No change | 31 | $1K |
| Cwm, LLC | 0.00% | Reduce -98.0% | 4 | $0 |
"% 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.