Arax Advisory Partners’s First Trust Active Factor Small Cap ETF AFSM Stock Holding History

Arax Advisory 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	$2.67M	Buy	+64,966	New	+$2.42M	0.02%	707

Other funds holding AFSM

JJBC

James J. Burns & Company Melville, New York $924M AUM 22.18% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

IFG Advisory Atlanta, Georgia $2.85B AUM 26.07% 1-Year Est. Return

Arax Advisory Partners's AFSM Position: Q2 2026 in Review

Arax Advisory Partners opened a new position in First Trust Active Factor Small Cap ETF (AFSM) in Q2 2026: 64,966 shares worth $2.67M. The stake represents 0.02% of the portfolio and ranks #707 among its holdings.

38 funds tracked by Wall St. Rank hold AFSM as of Q2 2026.

Arax Advisory Partners held 64,966 shares of First Trust Active Factor Small Cap ETF worth $2.67M as of Q2 2026.
First Trust Active Factor Small Cap ETF was a new Arax Advisory Partners position in Q2 2026.
First Trust Active Factor Small Cap ETF made up 0.02% of Arax Advisory Partners's portfolio in Q2 2026, its #707 holding.
38 funds tracked by Wall St. Rank held First Trust Active Factor Small Cap ETF as of Q2 2026.

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