Bank of America
AFSM icon

Bank of America’s First Trust Active Factor Small Cap ETF AFSM Stock Holding History

Bank of America’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
Q3 		– Sell
-199
Closed -$5.95K – 8281
2025
Q2 		$5.95K Buy
+199
New +$5.63K ﹤0.01% 7272

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Carson Wealth (CWM LLC)
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FDCDDQ
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Cetera Investment Advisers
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LPL Financial
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RW
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IA
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Osaic Holdings
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Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return