First Trust Active Factor LaAFLGETF
13F holders, Q1 2025 (March 31)70holders +20
29new positions
7sold out
1famous investor
$33.69avg. 13F price*
At the end of Q1 2025, 70 institutions reported holding First Trust Active Factor La (AFLG) in their 13F filings, up 20 from Q4 2024. 29 opened new positions and 7 sold out. The largest holders were LPL Financial LLC ($31.5M), Envestnet Asset Management Inc. ($23.3M) and Stifel Financial Corp. ($12.7M). 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
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 29 | $38.6M |
| Exits | 7 | $2.3M |
All 13F filers, Q4 2024 → Q1 2025: 2,909,797 shares bought and 72,853 shares sold, net +2,836,944 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 70 holders
| LPL Financial LLC | 0.01% | Add +1043.3% | 935,188 | $31.5M |
| Envestnet Asset Management Inc. | 0.01% | Add +41.0% | 692,678 | $23.3M |
| Stifel Financial Corp. | 0.01% | New | 377,566 | $12.7M |
| Assetmark, Inc. | 0.02% | Add +42.5% | 227,085 | $7.7M |
| Cetera Investment Advisers | 0.01% | Add +63.3% | 214,460 | $7.2M |
| Manchester Financial Inc. | 1.55% | Add +134.5% | 203,771 | $6.9M |
| Kestra Private Wealth Services, LLC | 0.08% | New | 136,886 | $4.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +134.5% | 132,265 | $4.5M |
| AE Wealth Management LLC | 0.03% | Add +42.4% | 93,417 | $3.1M |
| Iams Wealth Management, LLC | 1.27% | New | 82,105 | $2.8M |
| Prospera Financial Services Inc | 0.06% | Add +53.9% | 81,904 | $2.8M |
| Susquehanna International Group, LLP | 0.00% | Add +88.6% | 77,882 | $2.6M |
| Bank of New York Mellon Corp | 0.00% | Add +26.2% | 76,418 | $2.6M |
| Osaic Holdings, Inc. | 0.01% | Add +152.0% | 69,131 | $2.3M |
| D.A. Davidson & Co. | 0.02% | New | 68,456 | $2.3M |
| Benjamin Edwards Inc. | 0.03% | Add +76.2% | 67,320 | $2.3M |
| Atria Investments, Inc | 0.03% | Add +52.3% | 61,070 | $2.1M |
| Coppell Advisory Solutions LLC | 0.28% | New | 60,804 | $2.0M |
| Gentry Private Wealth, LLC | 1.59% | Add +6.3% | 57,427 | $1.9M |
| Snowden Capital Advisors LLC | 0.05% | New | 49,979 | $1.7M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +22.1% | 49,463 | $1.7M |
| IFP Advisors, Inc | 0.05% | Add +37542.0% | 49,311 | $1.7M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +13.0% | 47,134 | $1.6M |
| Orion Portfolio Solutions, LLC | 0.02% | Add +13.0% | 47,134 | $1.6M |
| OneAscent Financial Services LLC | 0.10% | Add +61.1% | 46,500 | $1.6M |
| Boyce & Associates Wealth Consulting, Inc. | 1.47% | Add +16.5% | 43,635 | $1.5M |
| Gateway Wealth Partners, LLC | 0.33% | New | 43,034 | $1.4M |
| Janney Montgomery Scott LLC | 0.00% | Add +72.8% | 41,908 | $1.4M |
| Kingsview Wealth Management, LLC | 0.03% | New | 41,832 | $1.4M |
| Truist Financial Corp. | 0.00% | New | 39,109 | $1.3M |
| Citadel Advisors | 0.00% | Reduce -10.3% | 37,847 | $1.3M |
| Atria Wealth Solutions, Inc. | 0.01% | Add +22.2% | 30,392 | $1.0M |
| NewEdge Advisors, LLC | 0.01% | New | 29,474 | $993K |
| Independent Financial Group, LLC | 0.03% | New | 29,146 | $982K |
| World Equity Group, Inc. | 0.27% | Add +8.0% | 28,354 | $955K |
| Kestra Advisory Services, LLC | 0.00% | Add +46.0% | 26,323 | $887K |
| Smith, Moore & Co. | 0.08% | Add +15.5% | 25,000 | $842K |
| Pinnacle Family Advisors, LLC | 0.45% | New | 24,414 | $823K |
| NewEdge Wealth, LLC | 0.01% | New | 23,833 | $803K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.13% | Add +9.9% | 22,326 | $752K |
| RFG - Bristol Wealth Advisors, LLC | 0.23% | New | 20,271 | $683K |
| Sanctuary Advisors, LLC | 0.00% | Add +19.3% | 18,657 | $629K |
| Harbour Investments, Inc. | 0.02% | Add +103.1% | 17,781 | $599K |
| Blackhawk Capital Partners, LLC | 0.30% | New | 17,183 | $579K |
| Maridea Wealth Management LLC | 0.17% | Add +67.8% | 15,592 | $525K |
| Wealth Watch Advisors, INC | 0.42% | New | 15,460 | $521K |
| &partners | 0.01% | Add +60.9% | 13,948 | $498K |
| Great Valley Advisor Group, Inc. | 0.01% | New | 14,279 | $481K |
| DAVENPORT & Co LLC | 0.00% | Reduce -5.6% | 13,484 | $454K |
| RFG Advisory, LLC | 0.01% | New | 12,938 | $436K |
| FSB Premier Wealth Management, Inc. | 0.16% | New | 11,986 | $404K |
| HBW Advisory Services LLC | 0.06% | New | 11,564 | $390K |
| Sigma Planning Corp | 0.01% | New | 11,295 | $381K |
| Commonwealth Equity Services, LLC | 0.00% | Add +45.4% | 10,177 | $343K |
| MML Investors Services, LLC | 0.00% | Add +26.0% | 7,841 | $264K |
| ABLE Financial Group, LLC | 0.07% | New | 7,193 | $242K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -0.7% | 6,897 | $232K |
| Apollon Wealth Management, LLC | 0.00% | New | 6,646 | $224K |
| Founders Financial Alliance, LLC | 0.05% | New | 5,873 | $198K |
| Geneos Wealth Management Inc. | 0.01% | No change | 5,057 | $170K |
| Principal Securities, Inc. | 0.00% | No change | 4,418 | $153K |
| Synergy Investment Management, LLC | 0.05% | New | 3,500 | $118K |
| Tucker Asset Management LLC | 0.01% | New | 892 | $30K |
| Rossby Financial, LCC | 0.01% | New | 902 | $30K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 500 | $17K |
| Medallion Wealth Advisors, LLC | 0.01% | Reduce -38.0% | 479 | $16K |
| Morgan Stanley | 0.00% | Add +21600.0% | 217 | $7K |
| CoreCap Advisors, LLC | 0.00% | New | 191 | $6K |
| Transce3nd, LLC | 0.00% | Add +51.2% | 186 | $6K |
| American National Bank & Trust | 0.00% | New | 156 | $5K |
"% 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.