AAS
AFSM icon

Avantax Advisory Services’s First Trust Active Factor Small Cap ETF AFSM Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$477K Buy
+15,949
New +$451K ﹤0.01% 1613
2025
Q1 		– Sell
-16,263
Closed -$489K – 2230
2024
Q4 		$489K Buy
+16,263
New +$510K ﹤0.01% 1461

Other funds holding AFSM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
BFA
Beacon Financial Advisory Cleveland, Ohio $443M AUM 17.02% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
IA
IFG Advisory Atlanta, Georgia $34.9M AUM 20.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Avantax Advisory Services's AFSM Position: Q2 2025 in Review

Avantax Advisory Services opened a new position in First Trust Active Factor Small Cap ETF (AFSM) in Q2 2025: 15,949 shares worth $477K. The stake represents ﹤0.01% of the portfolio and ranks #1613 among its holdings. This is a return to the name: Avantax Advisory Services previously reported a position in AFSM as recently as Q4 2024.

Avantax Advisory Services first reported a position in AFSM in Q4 2024 and has held it in 2 quarters since. The position peaked at $489K in Q4 2024. 26 funds tracked by Wall St. Rank hold AFSM as of Q2 2025.

  • Avantax Advisory Services held 15,949 shares of First Trust Active Factor Small Cap ETF worth $477K as of Q2 2025.
  • First Trust Active Factor Small Cap ETF was a new Avantax Advisory Services position in Q2 2025.
  • First Trust Active Factor Small Cap ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1613 holding.
  • Avantax Advisory Services first reported a position in First Trust Active Factor Small Cap ETF in Q4 2024 and has held it in 2 quarters since.
  • Avantax Advisory Services's First Trust Active Factor Small Cap ETF position peaked at $489K in Q4 2024.
  • 26 funds tracked by Wall St. Rank held First Trust Active Factor Small Cap ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.