AP
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Advisortrust Partners’s First Trust Active Factor Small Cap ETF AFSM Stock Holding History

Advisortrust Partners’s Portfolio AFSM Stock Details AFSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$933K Buy
22,705
+5,543
+32% +$207K 0.32% 52
2026
Q1 		$564K Hold
17,162
– – 0.23% 72
2025
Q4 		$564K Buy
+17,162
New +$558K 0.25% 65

Other funds holding AFSM

JJBC
James J. Burns & Company Melville, New York $924M AUM 22.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

Advisortrust Partners's AFSM Position: Q2 2026 in Review

Advisortrust Partners increased its First Trust Active Factor Small Cap ETF (AFSM) stake by 32% in Q2 2026, buying an estimated $207K and bringing the position to 22,705 shares worth $933K. The position accounts for 0.32% of the portfolio, ranked #52.

Advisortrust Partners first reported a position in AFSM in Q4 2025 and has held it in 3 quarters since. 38 funds tracked by Wall St. Rank hold AFSM as of Q2 2026.

  • Advisortrust Partners held 22,705 shares of First Trust Active Factor Small Cap ETF worth $933K as of Q2 2026.
  • Advisortrust Partners bought 5,543 First Trust Active Factor Small Cap ETF shares in Q2 2026, an estimated $207K.
  • First Trust Active Factor Small Cap ETF made up 0.32% of Advisortrust Partners's portfolio in Q2 2026, its #52 holding.
  • Advisortrust Partners first reported a position in First Trust Active Factor Small Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 38 funds tracked by Wall St. Rank held First Trust Active Factor Small Cap ETF as of Q2 2026.

Based on Advisortrust Partners's 13F filing for Q2 2026, filed 10 Aug 2026.