First Trust Active Factor LaAFLGETF

13F holders, Q4 2024 (December 31)
50holders +38
33new positions
0sold out
1famous investor
$34.55avg. 13F price*

At the end of Q4 2024, 50 institutions reported holding First Trust Active Factor La (AFLG) in their 13F filings, up 38 from Q3 2024. 33 opened new positions and 0 sold out. The largest holders were Envestnet Asset Management Inc. ($17.0M), Assetmark, Inc. ($5.5M) and Cetera Investment Advisers ($4.5M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
First Trust Active Factor La
CUSIP
33740F821
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2024: 7Q1 2024Q2 2024: 9Q2 2024Q3 2024: 12Q3 2024Q4 2024: 50Q4 2024Q1 2025: 70Q1 2025Q2 2025: 84Q2 2025Q3 2025: 95Q3 2025Q4 2025: 109Q4 2025Q1 2026: 111Q1 2026Q2 2026: 132Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions33$52.6M
Exits0$0

All 13F filers, Q3 2024 → Q4 2024: 1,784,283 shares bought and 3,876 shares sold, net +1,780,407 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 50 holders

Envestnet Asset Management Inc. 0.01% New 491,376 $17.0M
Assetmark, Inc. 0.01% New 159,355 $5.5M
Cetera Investment Advisers 0.01% Add +1246.2% 131,361 $4.5M
Manchester Financial Inc. 0.66% Add +323.9% 86,888 $3.0M
LPL Financial LLC 0.00% New 81,800 $2.8M
AE Wealth Management LLC 0.02% New 65,610 $2.3M
Bank of New York Mellon Corp 0.00% New 60,562 $2.1M
Cambridge Investment Research Advisors, Inc. 0.01% New 56,407 $1.9M
Gentry Private Wealth, LLC 7.75% New 54,003 $1.9M
Prospera Financial Services Inc 0.04% New 53,217 $1.8M
Citadel Advisors 0.00% New 42,205 $1.5M
Orion Porfolio Solutions, LLC 0.01% New 41,706 $1.4M
Orion Portfolio Solutions, LLC 0.01% New 41,706 $1.4M
Susquehanna International Group, LLP 0.00% New 41,285 $1.4M
Envestnet Portfolio Solutions, Inc. 0.00% New 40,523 $1.4M
Atria Investments, Inc 0.02% New 40,112 $1.4M
Benjamin Edwards Inc. 0.02% New 38,208 $1.3M
Boyce & Associates Wealth Consulting, Inc. 1.31% Add +63.9% 37,449 $1.3M
OneAscent Financial Services LLC 0.08% New 28,869 $997K
Osaic Holdings, Inc. 0.00% Add +1676.9% 27,435 $947K
Park Avenue Securities LLC 0.01% New 26,839 $927K
World Equity Group, Inc. 0.19% Add +144.0% 26,261 $907K
Atria Wealth Solutions, Inc. 0.01% New 24,865 $859K
Janney Montgomery Scott LLC 0.00% New 24,251 $837K
Smith, Moore & Co. 0.07% Add +31.5% 21,650 $748K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.14% Add +0.9% 20,306 $701K
Jane Street Group, LLC 0.00% New 18,042 $623K
Kestra Advisory Services, LLC 0.00% New 18,025 $622K
Sanctuary Advisors, LLC 0.00% New 15,642 $560K
Avantax Advisory Services, Inc. 0.00% New 15,693 $542K
DAVENPORT & Co LLC 0.00% Reduce -21.3% 14,287 $493K
Concourse Financial Group Securities, Inc. 0.02% Add +0.0% 9,413 $337K
Maridea Wealth Management LLC 0.10% — 9,290 $321K
&partners 0.00% New 8,671 $303K
Harbour Investments, Inc. 0.01% New 8,754 $302K
Commonwealth Equity Services, LLC 0.00% New 7,001 $242K
Concurrent Investment Advisors, LLC 0.01% New 6,943 $240K
MML Investors Services, LLC 0.00% New 6,222 $215K
Tower Research Capital LLC (TRC) 0.00% Add +84.3% 6,116 $211K
Geneos Wealth Management Inc. 0.01% No change 5,057 $175K
Principal Securities, Inc. 0.00% New 4,418 $153K
Medallion Wealth Advisors, LLC 0.01% — 772 $27K
FLP Wealth Management, LLC 0.05% — 567 $20K
Capital Investment Advisory Services, LLC 0.00% No change 500 $17K
Global Retirement Partners, LLC 0.00% New 213 $7K
IFP Advisors, Inc 0.00% New 131 $5K
Transce3nd, LLC 0.00% — 123 $4K
Kestra Investment Management, LLC 0.00% New 60 $2K
Capital A Wealth Management, LLC 0.00% — 36 $1K
Morgan Stanley 0.00% New 1 $45

"% of holder's portfolio" is AFLG's weight in each manager's 13F, not the share of First Trust Active Factor La the manager owns.