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AFGR · First Trust Multi-Manager Large Growth ETF · Holdings ETF

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$38.10 +0.17 (+0.44%) At close · Oct 1
Volume · Oct 1 1939 Avg daily vol (3M) 5681

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Some SEC filings for this period have not finished importing. Holder totals and changes may be incomplete; these filings remain queued for recovery.
Holders: 36
Total Value: $62,223,764
Total Shares: 1,702,895

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 36 13F filers · Δ vs Mar 31, 2026
Top Holder
21.4%
Sep 2023 → Jun 2026 · range 17.7% – 39.5%
−0.1 pts
Top 5
68.3%
Sep 2023 → Jun 2026 · range 53.9% – 75.0%
−2.8 pts
Top 10
85.0%
Sep 2023 → Jun 2026 · range 76.0% – 85.8%
−0.1 pts
HHI
1,233
Sep 2023 → Jun 2026 · range 794 – 1,816
Broadly held−88

Quarterly Activity

vs Mar 31, 2026
New
6
Increased
9
Decreased
12
Sold Out
4
Unchanged
9
Holder count: +2
Institutional value: +15.1%
Shares held: -3.3%

Top Buyers

vs Mar 31, 2026
Institution Added Now Holds Open
GOLDMAN SACHS GROUP INC +40,074 87,993
Tower Research Capital LLC (TRC) +33,715 52,505
Kirkwood Financial Services +17,487 364,178
ACTION POINT FINANCIAL PLANNING, LLC +6,746 14,746
RFG Advisory, LLC +6,683 13,794

Top Sellers

vs Mar 31, 2026
Institution Sold Now Holds Open
OSAIC HOLDINGS, INC. −52,447 318,793
Gateway Wealth Partners, LLC −32,520 10,714
LPL Financial LLC −26,711 284,259
KESTRA PRIVATE WEALTH SERVICES, LLC −17,331 24,036
Aurora Private Wealth, Inc. −8,546 27,012

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
CITADEL ADVISORS LLC 19,516 $713,114
SUSQUEHANNA INTERNATIONAL GROUP, LLP 5,945 $217,230
JPMORGAN CHASE & CO 1,400 $51,156
UBS Group AG 917 $33,507
Global Retirement Partners, LLC 570 $20,827

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
TCFG WEALTH MANAGEMENT, LLC 27,860 $873,411
Hobart Private Capital, LLC 26,491 $830,492
MAI Capital Management 1,320 $41,382
CWM, LLC 4 $125
Filter: New 6 Increased 9 Reduced 12 Sold out 4 Unchanged 9
Showing 36 of 36
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Kirkwood Financial Services $13,307,064 21.39% 364,178
OSAIC HOLDINGS, INC. $11,648,695 18.72% 318,793
LPL Financial LLC $10,386,823 16.69% 284,259
Cetera Investment Advisers $3,945,918 6.34% 107,989
GOLDMAN SACHS GROUP INC $3,215,264 5.17% 87,993
Arax Advisory Partners $3,048,020 4.90% 83,416
Ausdal Financial Partners, Inc. $2,581,952 4.15% 70,661
Tower Research Capital LLC (TRC) $1,918,532 3.08% 52,505
Cambridge Investment Research Advisors, Inc. $1,621,425 2.61% 44,374
Private Advisor Group, LLC $1,203,517 1.93% 32,937
RAYMOND JAMES FINANCIAL INC $1,181,264 1.90% 32,328
TCFG Investment Advisors, LLC $1,018,004 1.64% 27,860
Aurora Private Wealth, Inc. $987,018 1.59% 27,012
HARBOUR INVESTMENTS, INC. $939,516 1.51% 25,712
KESTRA PRIVATE WEALTH SERVICES, LLC $878,275 1.41% 24,036
CITADEL ADVISORS LLC $713,114 1.15% 19,516
Equitable Holdings, Inc. $569,804 0.92% 15,594
ACTION POINT FINANCIAL PLANNING, LLC $538,818 0.87% 14,746
RFG Advisory, LLC $504,032 0.81% 13,794
Gateway Wealth Partners, LLC $391,489 0.63% 10,714
Centric Wealth Management $330,613 0.53% 9,048
Arkadios Wealth Advisors $309,676 0.50% 8,475
Western Wealth Management, LLC $233,490 0.38% 6,390
SUSQUEHANNA INTERNATIONAL GROUP, LLP $217,230 0.35% 5,945
CONSULTIVA WEALTH MANAGEMENT, CORP. $182,700 0.29% 5,000
PRIVATE TRUST CO NA $125,843 0.20% 3,444
JPMORGAN CHASE & CO $51,156 0.08% 1,400
Keating Financial Advisory Services, Inc. $38,988 0.06% 1,067
UBS Group AG $33,507 0.05% 917
Global Retirement Partners, LLC $20,827 0.03% 570
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $18,270 0.03% 500
MORGAN STANLEY $18,196 0.03% 498
FIFTH THIRD BANCORP $16,443 0.03% 450
Davis Capital Management $15,712 0.03% 430
Caitlin John, LLC $11,437 0.02% 313
NFSG Corp $1,132 0.00% 31