First Trust Active Factor LaAFGRETF
13F holders, Q4 2025 (December 31)37holders +4
3new positions
1sold out
1famous investor
$35.43avg. 13F price*
At the end of Q4 2025, 37 institutions reported holding First Trust Active Factor La (AFGR) in their 13F filings, up 4 from Q3 2025. 3 opened new positions and 1 sold out. The largest holders were Osaic Holdings, Inc. ($13.3M), LPL Financial LLC ($13.0M) and Kirkwood Financial Services ($10.9M). 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 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $3.3M |
| Exits | 1 | $726K |
All 13F filers, Q3 2025 → Q4 2025: 189,916 shares bought and 96,815 shares sold, net +93,101 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 37 holders
| Osaic Holdings, Inc. | 0.02% | Add +3.5% | 374,624 | $13.3M |
| LPL Financial LLC | 0.00% | Reduce -11.7% | 366,621 | $13.0M |
| Kirkwood Financial Services | 3.82% | Add +8.4% | 307,441 | $10.9M |
| Cetera Investment Advisers | 0.00% | Reduce -3.9% | 109,111 | $3.9M |
| Arax Advisory Partners | 0.10% | New | 92,331 | $3.3M |
| Ausdal Financial Partners, Inc. | 0.12% | Reduce -5.9% | 74,159 | $2.6M |
| Goldman Sachs Group Inc. | 0.00% | Add +109.4% | 44,650 | $1.6M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +56.0% | 42,876 | $1.5M |
| Aurora Private Wealth, Inc. | 0.98% | — | 41,955 | $1.5M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +11.8% | 38,051 | $1.3M |
| Private Advisor Group, LLC | 0.01% | Reduce -1.2% | 33,287 | $1.2M |
| StoneX Group Inc. | 0.05% | Reduce -0.4% | 31,945 | $1.1M |
| Citadel Advisors | 0.00% | Reduce -4.1% | 31,890 | $1.1M |
| TCFG Wealth Management, LLC | 0.39% | Reduce -4.0% | 27,952 | $990K |
| Hobart Private Capital, LLC | 0.19% | Add +110.7% | 27,798 | $985K |
| Harbour Investments, Inc. | 0.02% | Add +3.7% | 27,656 | $980K |
| Raymond James Financial Inc. | 0.00% | Reduce -0.1% | 25,915 | $918K |
| Gateway Wealth Partners, LLC | 0.08% | Reduce -2.9% | 21,536 | $763K |
| Equitable Holdings, Inc. | 0.00% | Add +14.1% | 19,444 | $689K |
| Centric Wealth Management | 0.11% | Reduce -13.8% | 15,576 | $536K |
| Two Sigma Investments, LP | 0.00% | Reduce -42.9% | 14,000 | $496K |
| Arkadios Wealth Advisors | 0.01% | Reduce -11.7% | 8,738 | $310K |
| DAVENPORT & Co LLC | 0.00% | Reduce -9.9% | 7,352 | $260K |
| Western Wealth Management, LLC | 0.01% | Reduce -1.6% | 6,390 | $226K |
| Consultiva Wealth Management, Corp. | 0.50% | No change | 5,000 | $177K |
| Private Trust Co. NA | 0.01% | Reduce -6.4% | 3,800 | $135K |
| MAI Capital Management | 0.00% | No change | 2,000 | $71K |
| GPS Wealth Strategies Group, LLC | 0.05% | No change | 1,520 | $54K |
| Keating Financial Advisory Services, Inc. | 0.01% | — | 1,067 | $38K |
| Global Retirement Partners, LLC | 0.00% | No change | 570 | $20K |
| International Assets Investment Management, LLC | 0.00% | New | 500 | $18K |
| Davis Capital Management | 0.01% | No change | 430 | $15K |
| Caitlin John, LLC | 0.01% | No change | 313 | $11K |
| Morgan Stanley | 0.00% | No change | 197 | $7K |
| NFSG Corp | 0.00% | No change | 31 | $1K |
| UBS Group AG | 0.00% | New | 18 | $638 |
| Cwm, LLC | 0.00% | No change | 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.