First Trust Active Factor LaAFGRETF
13F holders, Q1 2026 (March 31)34holders −3
3new positions
6sold out
$31.49avg. 13F price*
At the end of Q1 2026, 34 institutions reported holding First Trust Active Factor La (AFGR) in their 13F filings, down 3 from Q4 2025. 3 opened new positions and 6 sold out. The largest holders were Osaic Holdings, Inc. ($11.6M), Kirkwood Financial Services ($10.9M) and LPL Financial LLC ($9.7M).
- Company
- First Trust Active Factor La
- CUSIP
- 33740F789
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $826K |
| Exits | 6 | $3.0M |
All 13F filers, Q4 2025 → Q1 2026: 97,100 shares bought and 177,505 shares sold, net −80,405 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 34 holders
| Osaic Holdings, Inc. | 0.02% | Reduce -0.9% | 371,240 | $11.6M |
| Kirkwood Financial Services | 3.86% | Add +12.8% | 346,691 | $10.9M |
| LPL Financial LLC | 0.00% | Reduce -15.2% | 310,970 | $9.7M |
| Cetera Investment Advisers | 0.00% | Add +2.8% | 112,186 | $3.5M |
| Arax Advisory Partners | 0.07% | Reduce -8.6% | 84,416 | $2.6M |
| Ausdal Financial Partners, Inc. | 0.10% | Reduce -3.6% | 71,479 | $2.2M |
| Goldman Sachs Group Inc. | 0.00% | Add +7.3% | 47,919 | $1.5M |
| Gateway Wealth Partners, LLC | 0.05% | Add +100.8% | 43,234 | $1.4M |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -3.5% | 41,367 | $1.3M |
| Aurora Private Wealth, Inc. | 0.90% | Reduce -15.3% | 35,558 | $1.3M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +1.3% | 38,543 | $1.2M |
| Private Advisor Group, LLC | 0.00% | Reduce -1.8% | 32,675 | $1.0M |
| Raymond James Financial Inc. | 0.00% | Add +10.3% | 28,575 | $896K |
| TCFG Wealth Management, LLC | 0.33% | Reduce -0.3% | 27,860 | $873K |
| TCFG Investment Advisors, LLC | 0.33% | — | 27,860 | $873K |
| Harbour Investments, Inc. | 0.01% | Reduce -4.0% | 26,562 | $833K |
| Hobart Private Capital, LLC | 0.16% | Reduce -4.7% | 26,491 | $830K |
| Tower Research Capital LLC (TRC) | 0.02% | New | 18,790 | $589K |
| Equitable Holdings, Inc. | 0.00% | Reduce -20.3% | 15,493 | $549K |
| Centric Wealth Management | 0.06% | Reduce -41.9% | 9,048 | $320K |
| Arkadios Wealth Advisors | 0.00% | No change | 8,738 | $274K |
| Fiduciary Financial Advisors | 0.22% | — | 8,000 | $251K |
| RFG Advisory, LLC | 0.00% | New | 7,111 | $223K |
| Western Wealth Management, LLC | 0.01% | Add +0.1% | 6,394 | $200K |
| Consultiva Wealth Management, Corp. | 0.45% | No change | 5,000 | $157K |
| Private Trust Co. NA | 0.01% | No change | 3,800 | $119K |
| MAI Capital Management | 0.00% | Reduce -34.0% | 1,320 | $41K |
| Keating Financial Advisory Services, Inc. | 0.01% | No change | 1,067 | $33K |
| Morgan Stanley | 0.00% | Add +152.8% | 498 | $16K |
| Fifth Third Bancorp | 0.00% | New | 450 | $14K |
| Davis Capital Management | 0.01% | No change | 430 | $13K |
| Caitlin John, LLC | 0.01% | No change | 313 | $10K |
| NFSG Corp | 0.00% | No change | 31 | $972 |
| Cwm, LLC | 0.00% | No change | 4 | $125 |
"% 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.