AFGR Institutional Ownership
First Trust Active Factor Large Cap Growth ETF
1W: +1.0%
1M: +4.4%
3M: +4.9%
YTD: +4.6%
$38.38
+0.28 (+0.74%)
Weekly Expected Move ±1.7%
$37
$38
$38
$39
$40
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — AFGR
38
Institutional Holders
-2 vs prior quarter
0.0%
Ownership
+0.00pp
62M
Total Invested
6
New Positions
9
Increased
14
Reduced
2
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (43 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Kirkwood Financial Services | 364,178 | $14M | +17,487 | +5.0% | 1Q | SEC ↗ |
| 2 | OSAIC HOLDINGS, INC. | 318,793 | $12M | -52,447 | -14.1% | 23Q | SEC ↗ |
| 3 | LPL Financial LLC | 284,259 | $11M | -26,711 | -8.6% | 21Q | SEC ↗ |
| 4 | Cetera Investment Advisers | 107,989 | $4M | -4,197 | -3.7% | 10Q | SEC ↗ |
| 5 | GOLDMAN SACHS GROUP INC | 87,993 | $3M | +40,074 | +83.6% | 15Q | SEC ↗ |
| 6 | Arax Advisory Partners | 83,416 | $3M | -1,000 | -1.2% | 3Q | SEC ↗ |
| 7 | Ausdal Financial Partners, Inc. | 70,661 | $3M | -818 | -1.1% | 21Q | SEC ↗ |
| 8 | Tower Research Capital LLC (TRC) | 52,505 | $2M | +33,715 | +179.4% | 2Q | SEC ↗ |
| 9 | Cambridge Investment Research Advisors | 44,374 | $2M | +5,831 | +15.1% | 21Q | SEC ↗ |
| 10 | Private Advisor Group, LLC | 32,937 | $1M | +262 | +0.8% | 12Q | SEC ↗ |
| 11 | RAYMOND JAMES FINANCIAL INC | 32,328 | $1M | +3,753 | +13.1% | 5Q | SEC ↗ |
| 12 | TCFG Investment Advisors, LLC | 27,860 | $1M | — | +0.0% | 2Q | SEC ↗ |
| 13 | TCFG WEALTH MANAGEMENT, LLC | 27,860 | $1M | -92 | -0.3% | 7Q | SEC ↗ |
| 14 | Aurora Private Wealth, Inc. | 27,012 | $1M | -8,546 | -24.0% | 3Q | SEC ↗ |
| 15 | HARBOUR INVESTMENTS, INC. | 25,712 | $987K | -850 | -3.2% | 17Q | SEC ↗ |
| 16 | KESTRA PRIVATE WEALTH SERVICES, LLC | 24,036 | $923K | -17,331 | -41.9% | 12Q | SEC ↗ |
| 17 | CITADEL ADVISORS LLC NEW | 19,516 | $749K | — | +0.0% | 1Q | SEC ↗ |
| 18 | Equitable Holdings, Inc. | 15,594 | $598K | +101 | +0.7% | 7Q | SEC ↗ |
| 19 | FIDUCIARY FINANCIAL ADVISORS | 14,746 | $566K | +6,746 | +84.3% | 2Q | SEC ↗ |
| 20 | RFG Advisory, LLC | 13,794 | $529K | +6,683 | +94.0% | 2Q | SEC ↗ |
| 21 | Gateway Wealth Partners, LLC | 10,714 | $411K | -32,520 | -75.2% | 11Q | SEC ↗ |
| 22 | Centric Wealth Management | 9,048 | $347K | — | +0.0% | 11Q | SEC ↗ |
| 23 | Arkadios Wealth Advisors | 8,475 | $325K | -263 | -3.0% | 15Q | SEC ↗ |
| 24 | Western Wealth Management, LLC | 6,390 | $245K | -4 | -0.1% | 19Q | SEC ↗ |
| 25 | SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW | 5,945 | $228K | — | +0.0% | 1Q | SEC ↗ |
| 26 | CONSULTIVA WEALTH MANAGEMENT, CORP. | 5,000 | $192K | — | +0.0% | 6Q | SEC ↗ |
| 27 | PRIVATE TRUST CO NA | 3,444 | $132K | -356 | -9.4% | 11Q | SEC ↗ |
| 28 | JPMORGAN CHASE & CO NEW | 1,400 | $54K | — | +0.0% | 1Q | SEC ↗ |
| 29 | Keating Financial Advisory Services, I | 1,067 | $41K | — | +0.0% | 3Q | SEC ↗ |
| 30 | UBS Group AG NEW | 917 | $35K | — | +0.0% | 1Q | SEC ↗ |
| 31 | Global Retirement Partners, LLC NEW | 570 | $22K | — | +0.0% | 1Q | SEC ↗ |
| 32 | INTERNATIONAL ASSETS INVESTMENT MANAGE NEW | 500 | $19K | — | +0.0% | 1Q | SEC ↗ |
| 33 | MORGAN STANLEY | 498 | $19K | — | +0.0% | 9Q | SEC ↗ |
| 34 | FIFTH THIRD BANCORP | 450 | $17K | — | +0.0% | 2Q | SEC ↗ |
| 35 | Davis Capital Management | 430 | $17K | — | +0.0% | 4Q | SEC ↗ |
| 36 | Caitlin John, LLC | 313 | $12K | — | +0.0% | 4Q | SEC ↗ |
| 37 | NFSG Corp | 31 | $1K | — | +0.0% | 10Q | SEC ↗ |
| 38 | CWM, LLC NEW | 4 | $0K | — | +0.0% | 1Q | SEC ↗ |
| 39 | TWO SIGMA INVESTMENTS, LP | 0 | $0K | -14,000 | -100.0% | 3Q | SEC ↗ |
| 40 | MAI Capital Management | 0 | $0K | -1,320 | -100.0% | 6Q | SEC ↗ |
| 41 | DAVENPORT & Co LLC | 0 | $0K | -7,352 | -100.0% | 6Q | SEC ↗ |
| 42 | StoneX Group Inc. | 0 | $0K | -31,945 | -100.0% | 19Q | SEC ↗ |
| 43 | Hobart Private Capital, LLC | 0 | $0K | -26,491 | -100.0% | 7Q | SEC ↗ |
Recent Activity
New Positions (7)
| Holder | Shares | Value |
|---|---|---|
| CITADEL ADVISORS LLC | 19,516 | $749K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 5,945 | $228K |
| JPMORGAN CHASE & CO | 1,400 | $54K |
| UBS Group AG | 917 | $35K |
| Global Retirement Partners, LLC | 570 | $22K |
| INTERNATIONAL ASSETS INVESTMENT MAN | 500 | $19K |
| CWM, LLC | 4 | $0K |
Sold Out (5)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| StoneX Group Inc. | 31,945 | $1M |
| Hobart Private Capital, LLC | 26,491 | $1M |
| TWO SIGMA INVESTMENTS, LP | 14,000 | $537K |
| DAVENPORT & Co LLC | 7,352 | $282K |
| MAI Capital Management | 1,320 | $51K |
Biggest Increases (9)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| GOLDMAN SACHS GROUP INC | +40,074 | +83.6% | 87,993 |
| Tower Research Capital LLC (TRC) | +33,715 | +179.4% | 52,505 |
| Kirkwood Financial Services | +17,487 | +5.0% | 364,178 |
| FIDUCIARY FINANCIAL ADVISORS | +6,746 | +84.3% | 14,746 |
| RFG Advisory, LLC | +6,683 | +94.0% | 13,794 |
| Cambridge Investment Research Advis | +5,831 | +15.1% | 44,374 |
| RAYMOND JAMES FINANCIAL INC | +3,753 | +13.1% | 32,328 |
| Private Advisor Group, LLC | +262 | +0.8% | 32,937 |
| Equitable Holdings, Inc. | +101 | +0.7% | 15,594 |
Biggest Decreases (13)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| OSAIC HOLDINGS, INC. | -52,447 | -14.1% | 318,793 |
| Gateway Wealth Partners, LLC | -32,520 | -75.2% | 10,714 |
| LPL Financial LLC | -26,711 | -8.6% | 284,259 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | -17,331 | -41.9% | 24,036 |
| Aurora Private Wealth, Inc. | -8,546 | -24.0% | 27,012 |
| Cetera Investment Advisers | -4,197 | -3.7% | 107,989 |
| Arax Advisory Partners | -1,000 | -1.2% | 83,416 |
| HARBOUR INVESTMENTS, INC. | -850 | -3.2% | 25,712 |
| Ausdal Financial Partners, Inc. | -818 | -1.1% | 70,661 |
| PRIVATE TRUST CO NA | -356 | -9.4% | 3,444 |
| Arkadios Wealth Advisors | -263 | -3.0% | 8,475 |
| TCFG WEALTH MANAGEMENT, LLC | -92 | -0.3% | 27,860 |
| Western Wealth Management, LLC | -4 | -0.1% | 6,390 |