AWA
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Arkadios Wealth Advisors’s First Trust Active Factor Small Cap ETF AFSM Stock Holding History

Arkadios Wealth Advisors’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 		$260K Buy
6,319
+23
+0.4% +$858 ﹤0.01% 1484
2026
Q1 		$207K Buy
6,296
+24
+0.4% +$816 ﹤0.01% 1554
2025
Q4 		$206K Buy
+6,272
New +$204K ﹤0.01% 1440

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

Arkadios Wealth Advisors's AFSM Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its First Trust Active Factor Small Cap ETF (AFSM) stake by 0.37% in Q2 2026, buying an estimated $858 and bringing the position to 6,319 shares worth $260K. The position accounts for ﹤0.01% of the portfolio, ranked #1484.

Arkadios Wealth Advisors 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.

  • Arkadios Wealth Advisors held 6,319 shares of First Trust Active Factor Small Cap ETF worth $260K as of Q2 2026.
  • Arkadios Wealth Advisors bought 23 First Trust Active Factor Small Cap ETF shares in Q2 2026, an estimated $858.
  • First Trust Active Factor Small Cap ETF made up ﹤0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1484 holding.
  • Arkadios Wealth Advisors 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 Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.