Avantax Advisory Services’s First Trust Active Factor Small Cap ETF AFSM Stock Holding History
Bought
Maintained
Sold
Other funds holding AFSM
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.