First Trust Active Factor Large Cap Fund (AFGR)
ARCA ARCA Primary Summary
AFGR Chart
First Trust Active Factor Large Cap Fund Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RS Richard Slavik Newbridge Financial Services Group Inc. | 31 | $0.85 | $1,119.1 | $1,118.25 | 131,558.82% |
| JB Jill Batley Gateway Wealth Partners LLC | 43,234 | $1.25M | $1.56M | $308,056.08 | 24.59% |
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First Trust Active Factor Large Cap Fund Profile
| ARCA Exchange | US Country |
Overview
The fund is a robust financial investment entity that primarily focuses on allocating its assets into equity securities of large capitalization companies. By adhering to a policy of investing at least 80% of its net assets in such equities, the fund aims to cater to investors looking to tap into the growth potential of large cap markets. It leverages a unique multi-manager approach, enabling a diverse exposure to the large cap growth segment of the equity market by combining the expertise of multiple portfolio management teams. Although it centers its investments within the United States, including common stocks and ADRs of both US-domiciled and select non-US companies primarily traded in the US, its portfolio strategy is not restricted by geographical boundaries, aiming for a broad market outreach. Nonetheless, it is characterized as non-diversified, implying a focused but high-risk investment strategy that seeks substantial returns.
Products and Services
- Equity Securities of Large Capitalization Companies
This product focuses on investing in equity securities, such as common stocks, issued by large capitalization companies. These companies are generally well-established enterprises with substantial market presence, offering potential for stable returns on investment.
- Investments in US-Domiciled and Select Non-US Companies
While the fund primarily targets companies domiciled in the United States, it also extends its investment portfolio to include common stocks issued by non-US companies that are principally traded in the US. This diversification strategy is designed to tap into the growth potentials beyond domestic borders, enhancing portfolio diversification.
- ADR Investments
As part of its strategy to include foreign equity, the fund invests in American Depositary Receipts (ADRs), which allows it to hold shares in foreign companies while trading in US financial markets. This provides a convenient way for investors to gain exposure to international markets.
- Multi-manager Approach
The fund’s adoption of a multi-manager approach is a distinctive strategy that involves employing multiple portfolio management teams. This method aims to blend different management styles and insights, potentially reducing risk and enhancing returns by leveraging the diverse expertise of various managers.
