First Trust Active Factor MiAFMCETF

13F holders, Q1 2025 (March 31)
31holders +14
14new positions
1sold out
1famous investor
$30.41avg. 13F price*

At the end of Q1 2025, 31 institutions reported holding First Trust Active Factor Mi (AFMC) in their 13F filings, up 14 from Q4 2024. 14 opened new positions and 1 sold out. The largest holders were EWG Elevate Inc. ($6.0M), Cetera Investment Advisers ($4.6M) and Cambridge Investment Research Advisors, Inc. ($4.0M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
First Trust Active Factor Mi
CUSIP
33740F813
Latest filing quarter
Q2 2026

History

Number of 13F holders

01020304050 Q1 2024: 12Q1 2024Q2 2024: 15Q2 2024Q3 2024: 13Q3 2024Q4 2024: 17Q4 2024Q1 2025: 31Q1 2025Q2 2025: 37Q2 2025Q3 2025: 41Q3 2025Q4 2025: 42Q4 2025Q1 2026: 48Q1 2026Q2 2026: 50Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions14$14.0M
Exits1$936K

All 13F filers, Q4 2024 → Q1 2025: 666,555 shares bought and 162,064 shares sold, net +504,491 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 31 holders

EWG Elevate Inc. 2.26% Add +806.6% 196,129 $6.0M
Cetera Investment Advisers 0.01% New 150,595 $4.6M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -50.1% 131,743 $4.0M
Kestra Private Wealth Services, LLC 0.04% New 82,319 $2.5M
Kestra Advisory Services, LLC 0.01% Add +5.0% 74,327 $2.3M
Brookwood Investment Group LLC 0.34% — 64,854 $2.0M
Citadel Advisors 0.00% New 38,599 $1.2M
PKS Advisory Services, LLC 0.29% New 34,290 $1.0M
Mariner, LLC 0.00% New 33,665 $1.0M
Commonwealth Equity Services, LLC 0.00% New 30,475 $928K
LPL Financial LLC 0.00% New 29,435 $897K
World Equity Group, Inc. 0.23% Add +11.8% 26,909 $820K
Prosperity Financial Group, Inc. 0.38% Add +6.3% 25,278 $770K
Moors & Cabot, Inc. 0.03% Add +79.2% 22,461 $684K
Osaic Holdings, Inc. 0.00% Add +27.0% 19,114 $582K
Sovran Advisors, LLC 0.07% New 18,505 $534K
Smith, Moore & Co. 0.05% Add +10.3% 16,621 $506K
Envestnet Asset Management Inc. 0.00% Add +37.1% 15,684 $478K
&partners 0.00% Add +43.2% 12,999 $393K
Mgo One Seven LLC 0.01% New 10,970 $334K
OxenFree Capital LLC 0.24% Add +2.3% 11,255 $317K
Susquehanna International Group, LLP 0.00% New 10,246 $312K
OneAscent Financial Services LLC 0.02% New 8,321 $253K
Ameritas Advisory Services, LLC 0.01% New 6,899 $210K
Geneos Wealth Management Inc. 0.00% New 3,837 $117K
Harbour Investments, Inc. 0.00% Add +70.5% 2,648 $81K
Steward Partners Investment Advisory, LLC 0.00% Add +2.4% 2,542 $77K
Aptus Capital Advisors, LLC 0.00% No change 1,500 $46K
Founders Financial Alliance, LLC 0.01% New 937 $29K
Christopher J. Hasenberg, Inc 0.01% No change 557 $17K
Morgan Stanley 0.00% No change 1 $40

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